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LAFPX vs SWDSX

Shared holdings
20
LAFPX covered by SWDSX
32.90%
SWDSX covered by LAFPX
32.90%

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.

LAFPX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A5.12%
TAIWAN SEMIC MFG CO LTD SP ADR3.33%
MORGAN STANLEY3.29%
EXXON MOBIL CORP3.00%
JPMORGAN CHASE and CO2.97%
JOHNSON&JOHNSON2.62%
PARKER HANNIFIN CORP2.51%
NVIDIA CORP2.29%
WALMART INC2.25%
WELLS FARGO & CO2.22%
BROADCOM INC2.10%
ANALOG DEVICES INC2.07%
BANK OF AMERICA CORPORATION2.03%
LINDE PLC1.93%
MARATHON PETROLEUM CORP1.90%
CRH PLC1.89%
FIXED INC CLEARING CORP.REPO1.88%
UNITEDHEALTH GRP1.86%
AERCAP HOLDINGS NV1.81%
SCHWAB CHARLES CORP1.79%
PHILIP MORRIS INTL INC1.79%
KINDER MORGAN INC1.75%
NEXTERA ENERGY INC1.70%
DELL TECHNOLOGIES INC CL C1.67%
LAM RESEARCH CORP1.60%
UNION PACIFIC CORP1.59%
ENTERGY CORP1.56%
TJX COS INC1.54%
LOWES COS INC1.51%
STEEL DYNAMICS INC1.50%
EMCOR GROUP INC1.48%
AMPHENOL CORPORATION CL A1.42%
FERGUSON ENTERPRISES INC1.37%
L3HARRIS TECHNOLOGIES INC1.31%
GILEAD SCIENCES INC1.29%
CMS ENERGY CORP1.28%
AMETEK INC NEW1.26%
CBOE GLOBAL MARKETS INC1.25%
UNITED RENTALS INC1.23%
MARSH & MCLENNAN1.18%
CH ROBINSON WORLDWIDE INC1.17%
EMERSON ELECTRIC CO1.15%
CHENIERE ENERGY INC1.13%
PROGRESSIVE CORP OHIO1.09%
NASDAQ INC1.09%
VINCI SA1.04%
GENERAL ELECTRIC CO1.03%
WASTE MANAGEMENT INC1.02%
SEI INVESTMENTS1.02%
COCA-COLA CO/THE1.01%

SWDSX (Jan. 31, 2026)

SecurityWeight
MORGAN STANLEY3.87%
JPMORGAN CHASE and CO3.73%
WALMART INC3.59%
EXXON MOBIL CORP3.45%
BROADCOM INC3.23%
PHILIP MORRIS INTL INC3.07%
COCA-COLA CO/THE2.98%
LOCKHEED MARTIN CORP2.79%
INTL BUS MACH CORP2.74%
JOHNSON&JOHNSON2.67%
BLACKROCK INC2.55%
MICROSOFT CORP2.52%
DUKE ENERGY CORP NEW2.52%
ALPHABET INC CL A2.47%
CHEVRON CORP2.45%
ABBVIE INC2.18%
PROCTER & GAMBLE2.03%
MCDONALDS CORP2.00%
VERIZON COMMUNICATIONS INC1.99%
PARKER HANNIFIN CORP1.98%
TJX COS INC1.95%
CISCO SYSTEMS INC1.91%
BANK OF AMERICA CORPORATION1.86%
HOME DEPOT INC1.84%
NEXTERA ENERGY INC1.43%
MEDTRONIC PLC1.42%
RTX CORP1.41%
FIDELITY NATL INFORM SVCS INC1.39%
VISA INC-CLASS A1.31%
ALLSTATE CORPORATION1.30%
KINDER MORGAN INC1.29%
ABBOTT LABS1.28%
PNC FINANCIAL SERVICES GRP INC1.27%
COMCAST CORP CL A1.26%
ELEVANCE HEALTH INC1.13%
PUBLIC STORAGE1.12%
APPLE INC1.10%
EOG RESOURCES INC1.09%
TRUIST FINL CORP1.09%
CATERPILLAR INC1.07%
TEXAS INSTRUMENTS INC1.05%
BECTON DICKINSON and CO1.03%
EVERSOURCE ENERGY0.90%
MERCK & CO0.90%
FASTENAL CO0.87%
ACCENTURE PLC CL A0.86%
ALTRIA GROUP INC0.86%
GENERAL DYNAMICS CORPORATION0.86%
PROGRESSIVE CORP OHIO0.85%
LAMAR ADVERTISING CO CL A0.84%

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