Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LCLIX vs SOPAX
Shared holdings
30
LCLIX covered by SOPAX
40.83%
SOPAX covered by LCLIX
40.83%
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.
LCLIX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| JPMORGAN CHASE and CO | 4.26% | |
| JOHNSON&JOHNSON | 3.52% | |
| ALPHABET INC CL A | 3.43% | |
| INTEL CORP | 3.20% | |
| XPO LOGISTICS INC | 3.05% | |
| MICROCHIP TECHNOLOGY | 2.66% | |
| PARKER HANNIFIN CORP | 2.45% | |
| AIR PRODUCTS and CHEMICALS INC | 2.45% | |
| BROADCOM INC | 2.43% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.39% | |
| WEC ENERGY GROUP INC | 2.34% | |
| TRAVELERS COS IN | 2.30% | |
| CONOCOPHILLIPS | 2.29% | |
| CHEVRON CORP | 2.25% | |
| SCHWAB CHARLES CORP | 2.25% | |
| CVS HEALTH CORP | 2.11% | |
| Enterprise Products Partners LP | 2.05% | |
| AMAZON.COM INC | 2.02% | |
| THERMO FISHER SCIENTIFIC INC | 2.01% | |
| BANK OF AMERICA CORPORATION | 1.98% | |
| BERKSHIRE HATH-B | 1.95% | |
| DEERE & CO | 1.94% | |
| MARTIN MAR MTLS | 1.94% | |
| RTX CORP | 1.86% | |
| MOTOROLA SOLUTIONS INC | 1.76% | |
| SEMPRA ENERGY | 1.74% | |
| UNITEDHEALTH GRP | 1.70% | |
| LINDE PLC | 1.64% | |
| MCKESSON CORP | 1.64% | |
| MARSH & MCLENNAN | 1.58% | |
| AMERICAN EXPRESS CO | 1.49% | |
| SHERWIN WILLIAMS CO | 1.49% | |
| PROCTER & GAMBLE | 1.44% | |
| META PLATFORMS INC CL A | 1.43% | |
| VISA INC-CLASS A | 1.41% | |
| O'REILLY AUTOMOTIVE INC | 1.40% | |
| HONEYWELL INTL INC | 1.37% | |
| HOME DEPOT INC | 1.31% | |
| PNC FINANCIAL SERVICES GRP INC | 1.29% | |
| HALEON PLC SPONS ADR | 1.24% | |
| CAPITAL ONE FINANCIAL CORP | 1.24% | |
| Roche Holding AG | 1.16% | |
| EXXON MOBIL CORP | 1.14% | |
| MICROSOFT CORP | 1.13% | |
| ASTRAZENECA PLC | 1.11% | |
| PEPSICO INC | 1.08% | |
| AMERICAN TOWER CORP | 1.00% | |
| JPMorgan 100% U.S. Treasury Securities Money Market Fund, Class L | 1.00% | |
| Western Asset Premier Institutional US Treasury Reserves | 1.00% | |
| THE BOOKING HOLDINGS INC | 0.99% |
SOPAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| WILLIAMS COS INC | 4.67% | |
| EXXON MOBIL CORP | 3.80% | |
| MICROSOFT CORP | 3.62% | |
| TEXAS INSTRUMENTS INC | 2.97% | |
| ALPHABET INC CL A | 2.97% | |
| NESTLE S A SPONSORED ADR | 2.91% | |
| AIR PRODUCTS and CHEMICALS INC | 2.88% | |
| BROADCOM INC | 2.87% | |
| APOLLO GLOBAL MANAGEMENT INC | 2.69% | |
| COMCAST CORP CL A | 2.33% | |
| JPMORGAN CHASE and CO | 2.33% | |
| PUBLIC STORAGE | 2.27% | |
| UNION PACIFIC CORP | 2.27% | |
| BECTON DICKINSON and CO | 2.21% | |
| MARSH & MCLENNAN | 2.15% | |
| T-MOBILE US INC | 2.13% | |
| SEMPRA ENERGY | 2.05% | |
| AMERICAN TOWER CORP | 2.03% | |
| LINDE PLC | 2.02% | |
| HALEON PLC | 1.95% | |
| JOHNSON&JOHNSON | 1.95% | |
| COCA-COLA CO/THE | 1.92% | |
| UNILEVER PLC | 1.91% | |
| AUTOMATIC DATA PROCESSING INC | 1.90% | |
| TRAVELERS COS IN | 1.75% | |
| APPLE INC | 1.72% | |
| METLIFE INC | 1.71% | |
| META PLATFORMS INC CL A | 1.70% | |
| Roche Holding AG | 1.69% | |
| WASTE MANAGEMENT INC | 1.67% | |
| VISA INC-CLASS A | 1.66% | |
| CVS HEALTH CORP | 1.65% | |
| VULCAN MATERIALS CO | 1.64% | |
| Industria de Diseno Textil, S.A. ADR | 1.61% | |
| BLACKSTONE INC | 1.55% | |
| PNC FINANCIAL SERVICES GRP INC | 1.47% | |
| ASTRAZENECA PLC | 1.43% | |
| L3HARRIS TECHNOLOGIES INC | 1.40% | |
| TE CONNECTIVITY PLC | 1.39% | |
| HOME DEPOT INC | 1.35% | |
| OLD DOMINION FRT | 1.31% | |
| HONEYWELL INTL INC | 1.30% | |
| CAPITAL ONE FINANCIAL CORP | 1.27% | |
| PROCTER & GAMBLE | 1.13% | |
| PG&E CORP | 1.05% | |
| RTX CORP | 1.04% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.02% | |
| OTIS WORLDWIDE CORP | 0.98% | |
| FREEPORT MCMORAN INC | 0.90% | |
| DTE ENERGY CO | 0.78% |
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