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LFEIX vs CGCV

Shared holdings
23
LFEIX covered by CGCV
28.77%
CGCV covered by LFEIX
28.77%

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.

LFEIX (Feb. 28, 2026)

SecurityWeight
JPMORGAN CHASE and CO3.37%
DARDEN RESTAURANTS INC3.37%
DEUTSCHE TELEKOM3.22%
PAYCHEX INC2.92%
ABBOTT LABS2.82%
BANK OF AMERICA CORPORATION2.82%
AMGEN INC2.78%
EXXON MOBIL CORP2.77%
ENTERGY CORP2.59%
KPN (KONIN) NV2.52%
CONOCOPHILLIPS2.50%
TEXAS INSTRUMENTS INC2.43%
PPL CORPORATION2.39%
WEC ENERGY GROUP INC2.38%
CITIZENS FINANCIAL GROUP INC2.35%
BRITISH AMERICAN TOBACCO PLC2.34%
TARGA RESOURCES CORP2.31%
PHILIP MORRIS INTL INC2.30%
CME GROUP INC CL A2.30%
CITIGROUP INC2.29%
PNC FINANCIAL SERVICES GRP INC2.21%
MEDTRONIC PLC2.15%
ZURICH INSURANCE2.05%
XCEL ENERGY INC2.01%
ABBVIE INC1.98%
AMDOCS LTD1.96%
AMERICAN TOWER CORP1.95%
WELLS FARGO & CO1.92%
CENTERPOINT ENERGY INC1.85%
NEXTERA ENERGY INC1.72%
EQUINIX INC1.62%
PROCTER & GAMBLE1.58%
MCCORMICK-N/V1.54%
JOHNSON&JOHNSON1.54%
PROLOGIS INC REIT1.52%
US BANCORP DEL1.47%
ATMOS ENERGY CORP1.30%
AMCOR PLC1.16%
SYSCO CORP1.14%
WATSCO INC1.12%
STARBUCKS CORP1.10%
PEPSICO INC1.09%
SNAP-ON INCORPORATED1.08%
BANK OF NEW YORK MELLON CORP1.07%
WILLIAMS COS INC1.06%
COCA-COLA CO/THE1.05%
KIMCO REALTY CORPORATION1.02%
MCDONALDS CORP0.96%
NIKE INC CL B0.95%
Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class0.85%

CGCV (Feb. 28, 2026)

SecurityWeight
MICROSOFT CORP5.08%
PHILIP MORRIS INTL INC3.52%
RTX CORP3.52%
BROADCOM INC3.51%
LILLY ELI and CO3.15%
APPLE INC2.53%
GENERAL ELECTRIC CO2.41%
CAPITAL GROUP CENTRAL CASH FUND2.31%
ABBVIE INC2.30%
JPMORGAN CHASE and CO2.23%
STARBUCKS CORP2.17%
MONDELEZ INTL INC2.13%
META PLATFORMS INC CL A2.11%
HOME DEPOT INC2.03%
EXXON MOBIL CORP1.98%
CARRIER GLOBAL CORP1.88%
TAIWAN SEMIC MFG CO LTD SP ADR1.83%
APPLIED MATERIALS INC1.76%
LINDE PLC1.63%
INTL PAPER CO1.63%
SPONSORED ADR1.61%
GILEAD SCIENCES INC1.61%
COCA-COLA CO/THE1.60%
CENTERPOINT ENERGY INC1.56%
UNION PACIFIC CORP1.50%
NEXTERA ENERGY INC1.49%
WELLS FARGO & CO1.37%
ABBOTT LABS1.36%
JOHNSON&JOHNSON1.30%
ALPHABET INC CL A1.29%
AMGEN INC1.21%
PNC FINANCIAL SERVICES GRP INC1.20%
ACCENTURE PLC CL A1.19%
TC ENERGY CORP1.13%
AIR PRODUCTS and CHEMICALS INC1.07%
MEDTRONIC PLC1.07%
PROCTER & GAMBLE1.06%
WELLTOWER INC1.01%
BLACKROCK INC0.99%
PROGRESSIVE CORP OHIO0.98%
CONOCOPHILLIPS0.97%
DTE ENERGY CO0.96%
MASTERCARD INC CL A0.92%
DOMINION ENERGY INC0.92%
AUTOMATIC DATA PROCESSING INC0.91%
TEXAS INSTRUMENTS INC0.89%
MCDONALDS CORP0.89%
CHUBB LTD0.88%
ATMOS ENERGY CORP0.88%
AMPHENOL CORPORATION CL A0.88%

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