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LAMYX vs LAFFX

Shared holdings
39
LAMYX covered by LAFFX
58.82%
LAFFX covered by LAMYX
58.82%

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.

LAMYX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP6.34%
MICROSOFT CORP5.93%
BROADCOM INC3.75%
TAIWAN SEMIC MFG CO LTD SP ADR3.44%
JOHNSON&JOHNSON3.24%
LILLY ELI and CO3.10%
EXXON MOBIL CORP3.08%
JPMORGAN CHASE and CO2.91%
PARKER HANNIFIN CORP2.59%
WALMART INC2.46%
LAM RESEARCH CORP2.43%
MORGAN STANLEY2.34%
PHILIP MORRIS INTL INC2.29%
SCHWAB CHARLES CORP2.18%
TJX COS INC2.11%
ENBRIDGE INC2.08%
APPLE INC2.06%
ANALOG DEVICES INC2.03%
CRH PLC1.96%
NORTHROP GRUMMAN CORP1.90%
NEXTERA ENERGY INC1.89%
WELLS FARGO & CO1.84%
ENTERGY CORP1.80%
COCA-COLA CO/THE1.76%
BANK OF AMERICA CORPORATION1.71%
LINDE PLC1.58%
MARATHON PETROLEUM CORP1.56%
L3HARRIS TECHNOLOGIES INC1.51%
FIXED INC CLEARING CORP.REPO1.49%
LOWES COS INC1.46%
CMS ENERGY CORP1.44%
MASTERCARD INC CL A1.43%
MCDONALDS CORP1.37%
DANAHER CORP1.36%
CHUBB LTD1.35%
ARTHUR J GALLAGHAR AND CO1.32%
SHERWIN WILLIAMS CO1.31%
DEERE & CO1.31%
STRYKER CORP1.30%
OLD DOMINION FRT1.21%
WASTE MANAGEMENT INC1.19%
STEEL DYNAMICS INC1.16%
COSTCO WHOLESALE CORP1.07%
MOTOROLA SOLUTIONS INC1.05%
HOME DEPOT INC1.00%
ABBVIE INC0.91%
ALLEGION PLC0.77%
AMETEK INC NEW0.68%
CINTAS CORP0.62%
CBOE GLOBAL MARKETS INC0.62%

LAFFX (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%

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