Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LGCF vs THE U.S. LARGE CAP VALUE SERIES
Shared holdings
61
LGCF covered by B
31.10%
B covered by LGCF
31.10%
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.
LGCF (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EXXON MOBIL CORP | 6.96% | |
| CHEVRON CORP | 6.72% | |
| ABBVIE INC | 4.70% | |
| JPMORGAN CHASE and CO | 4.47% | |
| GOLDMAN SACHS GROUP INC | 4.41% | |
| WELLS FARGO & CO | 4.19% | |
| GILEAD SCIENCES INC | 2.95% | |
| AMERICAN EXPRESS CO | 2.82% | |
| CONOCOPHILLIPS | 2.82% | |
| PFIZER INC | 2.77% | |
| UBER TECHNOLOGIES INC | 2.47% | |
| QUALCOMM INC | 2.35% | |
| BRISTOL-MYERS SQUIBB CO | 2.11% | |
| CHUBB LTD | 2.07% | |
| NEWMONT CORP | 2.00% | |
| CAPITAL ONE FINANCIAL CORP | 1.98% | |
| PROGRESSIVE CORP OHIO | 1.98% | |
| ALTRIA GROUP INC | 1.89% | |
| COMCAST CORP CL A | 1.82% | |
| APPLOVIN CORP | 1.73% | |
| MERCADOLIBRE INC | 1.39% | |
| EOG RESOURCES INC | 1.35% | |
| US BANCORP DEL | 1.33% | |
| REGENERON PHARMACEUTICALS INC | 1.32% | |
| VALERO ENERGY CORP | 1.30% | |
| MARATHON PETROLEUM CORP | 1.27% | |
| PHILLIPS 66 | 1.25% | |
| THE CIGNA GROUP | 1.19% | |
| ROYAL CARIBBEAN CRUISES LTD | 1.15% | |
| TRAVELERS COS IN | 1.12% | |
| CHENIERE ENERGY INC | 1.05% | |
| ONEOK INC | 1.03% | |
| ALLSTATE CORPORATION | 0.93% | |
| AIRBNB INC CLASS A | 0.89% | |
| OCCIDENTAL PETROLEUM CORP | 0.86% | |
| APOLLO GLOBAL MANAGEMENT INC | 0.80% | |
| PAYPAL HOLDINGS | 0.78% | |
| CARVANA CO CL A | 0.73% | |
| AMERIPRISE FINANCIAL INC | 0.72% | |
| AMERICAN INTERNATIONAL GROUP | 0.71% | |
| EBAY INC | 0.71% | |
| DELTA AIR LI | 0.71% | |
| METLIFE INC | 0.67% | |
| HARTFORD INSURANCE GROUP INC/THE | 0.65% | |
| ARCH CAPITAL GROUP LTD | 0.64% | |
| DIAMONDBACK ENERGY INC | 0.63% | |
| ARCHER DANIELS MIDLAND CO | 0.59% | |
| M&T BANK CORP | 0.55% | |
| FIFTH THIRD BANCORP | 0.52% | |
| COGNIZANT TECH SOLUTIONS CL A | 0.51% |
THE U.S. LARGE CAP VALUE SERIES (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| JPMORGAN CHASE and CO | 4.28% | |
| JOHNSON&JOHNSON | 2.99% | |
| EXXON MOBIL CORP | 2.70% | |
| MICRON TECHNOLOGY INC | 2.69% | |
| CHEVRON CORP | 2.48% | |
| CISCO SYSTEMS INC | 2.09% | |
| BERKSHIRE HATH-B | 1.77% | |
| WELLS FARGO & CO | 1.75% | |
| UNITEDHEALTH GRP | 1.44% | |
| RTX CORP | 1.34% | |
| GOLDMAN SACHS GROUP INC | 1.30% | |
| AT&T INC | 1.10% | |
| The DFA Short Term Investment Fund | 1.10% | |
| DFA Short Term Investment Fund | 1.07% | |
| GENERAL MOTORS CO | 1.06% | |
| LINDE PLC | 1.06% | |
| CONOCOPHILLIPS | 0.95% | |
| FREEPORT MCMORAN INC | 0.93% | |
| CUMMINS INC | 0.92% | |
| VERIZON COMMUNICATIONS INC | 0.91% | |
| State Street Navigator Securities Lending Portfolio II | 0.91% | |
| DEERE & CO | 0.86% | |
| MORGAN STANLEY | 0.84% | |
| THERMO FISHER SCIENTIFIC INC | 0.83% | |
| FEDEX CORP | 0.83% | |
| CSX CORP | 0.78% | |
| SLB LTD | 0.78% | |
| TE CONNECTIVITY PLC | 0.77% | |
| ABBOTT LABS | 0.75% | |
| PFIZER INC | 0.75% | |
| TRAVELERS COS IN | 0.75% | |
| BANK OF AMERICA CORPORATION | 0.73% | |
| NORFOLK SOUTHERN CORP | 0.73% | |
| NEWMONT CORP | 0.73% | |
| MEDTRONIC PLC | 0.71% | |
| BAKER HUGHES CO | 0.69% | |
| NORTHROP GRUMMAN CORP | 0.68% | |
| CRH PLC | 0.67% | |
| EOG RESOURCES INC | 0.67% | |
| WILLIAMS COS INC | 0.65% | |
| SALESFORCE INC | 0.65% | |
| COMCAST CORP CL A | 0.64% | |
| DELTA AIR LI | 0.62% | |
| FORD MOTOR CO | 0.62% | |
| KINDER MORGAN INC | 0.61% | |
| MARATHON PETROLEUM CORP | 0.61% | |
| BRISTOL-MYERS SQUIBB CO | 0.60% | |
| ANALOG DEVICES INC | 0.60% | |
| PACCAR INC | 0.59% | |
| GENERAL DYNAMICS CORPORATION | 0.56% |
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