Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CVCFX vs LBWAX
Shared holdings
32
CVCFX covered by LBWAX
33.63%
LBWAX covered by CVCFX
33.63%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CVCFX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| BANK OF AMERICA CORPORATION | 4.32% | |
| EXXON MOBIL CORP | 3.94% | |
| JPMORGAN CHASE and CO | 3.79% | |
| STATE STREET CORP | 3.53% | |
| JOHNSON&JOHNSON | 3.26% | |
| COMCAST CORP CL A | 2.79% | |
| 3M CO | 2.79% | |
| CISCO SYSTEMS INC | 2.77% | |
| CONOCOPHILLIPS | 2.74% | |
| WALT DISNEY CO/T | 2.70% | |
| UNITED PARCEL SERVICE INC CL B | 2.47% | |
| ZIMMER BIOMET HO | 2.39% | |
| UNION PACIFIC CORP | 2.31% | |
| US BANCORP DEL | 2.31% | |
| LOWES COS INC | 2.28% | |
| HONEYWELL INTL INC | 2.22% | |
| AMERICAN ELECTRIC POWER CO INC | 2.21% | |
| INTL BUS MACH CORP | 2.14% | |
| GOLDMAN SACHS GROUP INC | 2.02% | |
| SANOFI SPON ADR | 1.89% | |
| AMERICAN INTERNATIONAL GROUP | 1.67% | |
| COTERRA ENERGY INC | 1.63% | |
| ROCKWELL AUTOMATION INC | 1.53% | |
| WELLS FARGO & CO | 1.52% | |
| FORD MOTOR CO | 1.35% | |
| HERSHEY CO/THE | 1.34% | |
| MEDTRONIC PLC | 1.31% | |
| BIOGEN INC | 1.26% | |
| TJX COS INC | 1.25% | |
| TEXAS INSTRUMENTS INC | 1.22% | |
| DR HORTON INC | 1.21% | |
| MONDELEZ INTL INC | 1.21% | |
| TARGET CORP | 1.20% | |
| CARRIER GLOBAL CORP | 1.19% | |
| CMS ENERGY CORP | 1.18% | |
| EQT CORPORATION | 1.18% | |
| CATERPILLAR INC | 1.15% | |
| PPG INDUSTRIES INC | 1.15% | |
| VERIZON COMMUNICATIONS INC | 1.11% | |
| TRUIST FINL CORP | 1.09% | |
| MORGAN STANLEY | 1.09% | |
| DEERE & CO | 1.06% | |
| NIKE INC CL B | 1.06% | |
| LYONDELLBASELL-A | 1.03% | |
| CRH PLC | 0.94% | |
| PEPSICO INC | 0.91% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.91% | |
| BRISTOL-MYERS SQUIBB CO | 0.91% | |
| QUALCOMM INC | 0.90% | |
| KRAFT HEINZ CO/T | 0.87% |
LBWAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EXXON MOBIL CORP | 4.95% | |
| JPMORGAN CHASE and CO | 4.79% | |
| JOHNSON&JOHNSON | 3.94% | |
| BANK OF AMERICA CORPORATION | 2.56% | |
| MORGAN STANLEY | 2.12% | |
| GOLDMAN SACHS GROUP INC | 2.11% | |
| WALT DISNEY CO/T | 2.06% | |
| WELLS FARGO & CO | 1.97% | |
| VERIZON COMMUNICATIONS INC | 1.84% | |
| AT&T INC | 1.79% | |
| QUALCOMM INC | 1.65% | |
| PROCTER & GAMBLE | 1.63% | |
| iShares Trust RUSSELL 1000 VALUE ETF | 1.63% | |
| PEPSICO INC | 1.61% | |
| AMGEN INC | 1.48% | |
| MERCK & CO | 1.46% | |
| LOWES COS INC | 1.45% | |
| CITIGROUP INC | 1.41% | |
| HCA HEALTHCARE INC | 1.39% | |
| ALTRIA GROUP INC | 1.33% | |
| GILEAD SCIENCES INC | 1.28% | |
| MICRON TECHNOLOGY INC | 1.25% | |
| NEWMONT CORP | 1.16% | |
| CHUBB LTD | 1.14% | |
| T-MOBILE US INC | 1.13% | |
| MEDTRONIC PLC | 1.12% | |
| FEDEX CORP | 1.04% | |
| AMERICAN EXPRESS CO | 1.03% | |
| 3M CO | 0.92% | |
| TRAVELERS COS IN | 0.91% | |
| KINDER MORGAN INC | 0.90% | |
| PHILLIPS 66 | 0.89% | |
| UNITED PARCEL SERVICE INC CL B | 0.87% | |
| DUKE ENERGY CORP NEW | 0.83% | |
| SCHWAB CHARLES CORP | 0.81% | |
| EOG RESOURCES INC | 0.80% | |
| GENERAL DYNAMICS CORPORATION | 0.80% | |
| CVS HEALTH CORP | 0.78% | |
| META PLATFORMS INC CL A | 0.75% | |
| GENERAL MOTORS CO | 0.73% | |
| DIAMONDBACK ENERGY INC | 0.69% | |
| BANK OF NEW YORK MELLON CORP | 0.68% | |
| MONDELEZ INTL INC | 0.66% | |
| DELL TECHNOLOGIES INC CL C | 0.66% | |
| TARGET CORP | 0.65% | |
| Western Asset Premier Institutional US Treasury Reserves | 0.62% | |
| CENCORA INC | 0.61% | |
| PNC FINANCIAL SERVICES GRP INC | 0.61% | |
| CORTEVA INC | 0.59% | |
| FORD MOTOR CO | 0.56% |
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