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LCAP vs SWANX

Shared holdings
20
LCAP covered by SWANX
46.91%
SWANX covered by LCAP
46.91%

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.

LCAP (March 31, 2026)

SecurityWeight
NVIDIA CORP7.12%
APPLE INC5.95%
ALPHABET INC CL A4.95%
MICROSOFT CORP4.58%
CASEY'S GENERAL3.39%
AMAZON.COM INC3.34%
EXXON MOBIL CORP3.15%
MARATHON PETROLEUM CORP2.86%
MCKESSON CORP2.72%
JPMORGAN CHASE and CO2.70%
State Street Navigator Securities Lending Portfolio II2.66%
VISA INC-CLASS A2.59%
TJX COS INC2.53%
BROADCOM INC2.46%
REPUBLIC SVCS2.16%
T-MOBILE US INC2.15%
PARKER HANNIFIN CORP2.01%
THERMO FISHER SCIENTIFIC INC2.00%
META PLATFORMS INC CL A1.85%
MOTOROLA SOLUTIONS INC1.79%
PALO ALTO NETWORKS INC1.69%
GE VERNOVA LLC1.69%
Novartis AG1.66%
COSTCO WHOLESALE CORP1.61%
LAM RESEARCH CORP1.58%
LILLY ELI and CO1.57%
O'REILLY AUTOMOTIVE INC1.50%
TESLA INC1.38%
ABBVIE INC1.35%
EATON CORP PLC1.30%
NASDAQ INC1.30%
LINDE PLC1.19%
BERKSHIRE HATH-B1.19%
ATMOS ENERGY CORP1.12%
BOEING CO/THE1.12%
NRG ENERGY INC1.08%
AMERIPRISE FINANCIAL INC1.08%
DICKS SPORTING GOODS INC1.04%
TERADYNE INC1.01%
AMERICAN EXPRESS CO1.01%
PROGRESSIVE CORP OHIO1.00%
HCA HEALTHCARE INC0.99%
TERRENO REALTY CORP0.97%
WESTERN DIGITAL CORP0.87%
BANK OF AMERICA CORPORATION0.82%
CONSTELLATION ENERGY CORP0.80%
VENTAS INC REIT0.76%
TWILIO INC CLASS A0.76%
PROCTER & GAMBLE0.75%
LUMENTUM HOLDINGS INC0.73%

SWANX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.20%
MICROSOFT CORP8.00%
ALPHABET INC CL A8.00%
APPLE INC6.60%
META PLATFORMS INC CL A5.15%
BROADCOM INC4.36%
AMAZON.COM INC3.75%
LILLY ELI and CO2.91%
EXXON MOBIL CORP2.66%
FIDELITY NATL INFORM SVCS INC2.58%
VISA INC-CLASS A2.41%
UNITEDHEALTH GRP2.08%
CATERPILLAR INC1.97%
TJX COS INC1.95%
WEC ENERGY GROUP INC1.71%
SALESFORCE INC1.63%
PROGRESSIVE CORP OHIO1.52%
BECTON DICKINSON and CO1.39%
ROCKWELL AUTOMATION INC1.38%
ASML HOLDING-NY1.29%
NEXTERA ENERGY INC1.23%
PROCTER & GAMBLE1.20%
EOG RESOURCES INC1.19%
LINDE PLC1.15%
WALMART INC1.15%
BOSTON SCIENTIFIC CORP1.14%
REPUBLIC SVCS1.14%
ZOETIS INC CL A1.12%
MOTOROLA SOLUTIONS INC1.12%
THERMO FISHER SCIENTIFIC INC1.12%
CNH INDUSTRIAL NV1.03%
SERVICENOW INC1.01%
ROLLINS INC0.99%
MORGAN STANLEY0.98%
DUKE ENERGY CORP NEW0.95%
INTUITIVE SURGICAL INC0.93%
ARISTA NETWORKS INC0.92%
PALO ALTO NETWORKS INC0.91%
BLACKROCK INC0.87%
L'Oreal S.A. ADR0.85%
DEERE & CO0.84%
CONSTELLATION BRANDS INC CL A0.79%
CME GROUP INC CL A0.79%
PARKER HANNIFIN CORP0.76%
ACCENTURE PLC CL A0.64%
MSCI INC0.64%
THE BOOKING HOLDINGS INC0.55%
TEXAS INSTRUMENTS INC0.53%
PUBLIC STORAGE0.49%
FASTENAL CO0.45%

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