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CBLS vs STRN

Shared holdings
6
CBLS covered by STRN
16.44%
STRN covered by CBLS
16.44%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CBLS (April 30, 2026)

SecurityWeight
BLKR-LIQ T-INS12.03%
MONOLITHIC POWER SYS INC3.19%
LUMENTUM HOLDINGS INC3.16%
VENTURE GLOBAL INC3.12%
SLB LTD2.99%
SEAGATE TECHNOLO2.95%
HALLIBURTON CO2.92%
LAM RESEARCH CORP2.88%
SERVICE CORP INTERNATIONAL INC2.86%
KLA CORP2.84%
OSCAR HEALTH INC - CLASS A2.83%
SOLARIS OIL IN-A2.78%
CONSTELLATION ENERGY CORP2.76%
WESTERN DIGITAL CORP2.75%
AMPHENOL CORPORATION CL A2.73%
CORNING INC2.71%
Curaleaf Holdings Inc2.71%
OKLO INC2.68%
UNITEDHEALTH GRP2.68%
STERLING INFRASTRUCTURE INC2.68%
VERTIV HOLDINGS CO2.65%
Viking Holdings Ltd2.65%
SITIME CORP2.64%
CARNIVAL CORP2.58%
ROLLINS INC2.57%
TAIWAN SEMIC MFG CO LTD SP ADR2.54%
STRATEGY INC CL A2.53%
NRG ENERGY INC2.52%
KRYSTAL BIOTECH INC2.47%
X-ENERGY INC COM CL A2.46%
GE VERNOVA LLC2.43%
FREDDIE MAC2.06%
2x Long VIX Futures ETF1.86%
FEDERAL NATIONAL MORTGAGE ASSOCIATION1.80%

STRN (March 31, 2026)

SecurityWeight
FRST AM-GV OB-X12.66%
VERTIV HOLDINGS CO7.56%
MONSTER BEVERAGE CORP6.80%
COMFORT SYSTEMS USA INC6.17%
GENERAL ELECTRIC CO6.07%
LILLY ELI and CO5.08%
APPLE INC5.04%
SIMON PROPERTY4.84%
MICRON TECHNOLOGY INC4.51%
SCHWAB CHARLES CORP4.21%
CORNING INC3.95%
WILLIAMS COS INC3.70%
AMPHENOL CORPORATION CL A3.66%
NVIDIA CORP3.15%
LUMENTUM HOLDINGS INC3.12%
TERADYNE INC3.05%
WESTERN DIGITAL CORP2.95%
COHERENT CORP2.72%
LAM RESEARCH CORP2.48%
ALPHABET INC CL C2.42%
ALPHABET INC CL A2.41%
ANALOG DEVICES INC2.04%
Southern Copper Corporation COM USD0.011.40%

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