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LFGCX vs NLCAX

Shared holdings
15
LFGCX covered by NLCAX
52.91%
NLCAX covered by LFGCX
52.91%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LFGCX (April 30, 2026)

SecurityWeight
NVIDIA CORP14.65%
ALPHABET INC CL A9.70%
APPLE INC6.31%
AMAZON.COM INC6.00%
COMFORT SYSTEMS USA INC5.09%
BROADCOM INC4.67%
LILLY ELI and CO4.09%
GE VERNOVA LLC3.85%
LAM RESEARCH CORP2.83%
MICROSOFT CORP2.60%
BLOOM ENERGY CORP CL A2.60%
HOWMET AEROSPACE INC2.53%
FIXED INC CLEARING CORP.REPO2.46%
NATERA INC2.25%
CARPENTER TECHNOLOGY CORP2.22%
ARISTA NETWORKS INC2.21%
GILEAD SCIENCES INC2.21%
INTERACTIVE BROKERS GROUP INC2.17%
PALANTIR TECHNOLOGIES INC2.00%
META PLATFORMS INC CL A1.88%
ARGENX SE SPONSORED ADR1.76%
CLOUDFLARE INC-A1.71%
CORNING INC1.54%
SHOPIFY INC CL A1.50%
CROWDSTRIKE HOLDINGS INC1.48%
REVOLUTION MEDICINES INC1.28%
APPLOVIN CORP1.25%
MADRIGAL PHARMACEUTICALS INC1.22%
COSTCO WHOLESALE CORP1.20%
COGENT BIOSCIENCES INC1.08%
GUARDANT HEALTH INC1.03%
CIRCLE INTERNET GROUP INC A1.01%
COREWEAVE INC0.94%
Abivax SA SPONSORED ADS0.69%

NLCAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP13.40%
APPLE INC12.01%
ALPHABET INC CL A8.25%
MICROSOFT CORP7.93%
BROADCOM INC5.47%
AMAZON.COM INC4.77%
LILLY ELI and CO3.26%
VISA INC-CLASS A3.13%
TESLA INC2.59%
META PLATFORMS INC CL A1.59%
HOWMET AEROSPACE INC1.57%
LAM RESEARCH CORP1.52%
PALANTIR TECHNOLOGIES INC1.41%
SPOTIFY TECHNOLOGY SA1.32%
COCA-COLA CO/THE1.25%
LOWES COS INC1.20%
MCKESSON CORP1.16%
HEICO CORP1.16%
SNOWFLAKE INC CL A1.14%
O'REILLY AUTOMOTIVE INC1.12%
VERTEX PHARMACEUTICALS INC1.08%
COMFORT SYSTEMS USA INC1.07%
DOLLAR TREE INC1.03%
ROYAL CARIBBEAN CRUISES LTD1.01%
CUMMINS INC0.99%
CLOUDFLARE INC-A0.94%
INTUITIVE SURGICAL INC0.90%
WILLIAMS-SONOMA INC0.90%
MONOLITHIC POWER SYS INC0.89%
VERTIV HOLDINGS CO0.88%
VULCAN MATERIALS CO0.85%
MICRON TECHNOLOGY INC0.85%
SHERWIN WILLIAMS CO0.82%
STARBUCKS CORP0.81%
ROCKET COS INC-A0.81%
DOORDASH INC-A0.78%
APPLOVIN CORP0.78%
CROWDSTRIKE HOLDINGS INC0.78%
ONTO INNOVATION INC0.77%
AXON ENTERPRISE INC0.76%
REGENERON PHARMACEUTICALS INC0.71%
LPL FINL HLDGS INC0.70%
WALMART INC0.67%
WELLTOWER INC0.63%
ROBLOX CORP - A0.62%
ASTRAZENECA PLC0.58%
WATERS CORP0.58%
VISTRA CORP0.55%
REDDIT INC-A0.52%
DANAHER CORP0.49%

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