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LMRIX vs RSPF

Shared holdings
20
LMRIX covered by RSPF
23.68%
RSPF covered by LMRIX
23.68%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 43 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LMRIX (March 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO10.41%
CHUBB LTD6.28%
VISA INC-CLASS A6.03%
BANK OF AMERICA CORPORATION5.82%
BERKSHIRE HATH-B5.29%
INTERCONTINENTAL EXCHANGE INC5.18%
QCR HOLDINGS INC4.79%
COASTAL FINANCIAL CORP/WA4.19%
FIFTH THIRD BANCORP3.99%
SCHWAB CHARLES CORP3.22%
AMERIPRISE FINANCIAL INC2.86%
BROWN & BROWN2.73%
PNC FINANCIAL SERVICES GRP INC2.61%
STOCK YARDS BANCORP INC2.51%
SOUTHSTATE BANK CORP2.34%
BANNER CORPORATI2.26%
M&T BANK CORP2.24%
SMARTFINANCIAL INC2.03%
MONEYMKT2.01%
VERISK ANALYTICS INC1.99%
S&P GLOBAL INC1.97%
HANOVER INSURANCE GROUP INC1.80%
GLOBE LIFE INC1.75%
COMMUNITY FINANCIAL SYSTEM INC1.53%
CME GROUP INC CL A1.46%
TERRENO REALTY CORP1.43%
MARSH & MCLENNAN1.40%
ARCH CAPITAL GROUP LTD1.36%
REINSURANCE GROUP OF AMERICA1.20%
MASTERCARD INC CL A1.10%
PROGRESSIVE CORP OHIO0.78%
RLI CORP0.76%
GLOBAL PAYMENTS INC0.71%
BANCORP INC/THE0.69%
AMALGAMATED FINANCIAL CORP0.58%
SIMON PROPERTY0.47%
EQUITY LIFESTYLE PPTYS INC0.45%
FIRST AMERICAN FINANCIAL CORP0.38%
FISERV INC0.36%
ATLANTIC UNION B0.32%
STONEX GROUP INC0.27%
INTERACTIVE BROKERS GROUP INC0.25%
RYAN SPECIALTY HOLDINGS INC0.19%

RSPF (Jan. 31, 2026)

SecurityWeight
FRANKLIN RESOURCES INC1.50%
MSCI INC1.49%
INTERACTIVE BROKERS GROUP INC1.48%
NORTHERN TRUST CORP1.43%
CME GROUP INC CL A1.43%
SCHWAB CHARLES CORP1.43%
INTERCONTINENTAL EXCHANGE INC1.43%
M&T BANK CORP1.43%
PNC FINANCIAL SERVICES GRP INC1.42%
CITIZENS FINANCIAL GROUP INC1.42%
S&P GLOBAL INC1.41%
MOODYS CORP1.41%
ASSURANT INC1.41%
CBOE GLOBAL MARKETS INC1.40%
AMERIPRISE FINANCIAL INC1.40%
FIFTH THIRD BANCORP1.39%
NASDAQ INC1.39%
GOLDMAN SACHS GROUP INC1.39%
EVEREST RE GROUP1.38%
PRINCIPAL FINL GROUP INC1.38%
KEYCORP1.38%
US BANCORP DEL1.38%
ARCH CAPITAL GRP1.38%
CHUBB LTD1.37%
CITIGROUP INC1.37%
REGIONS FINANCIAL CORP1.37%
MARSH & MCLENNAN1.37%
GLOBE LIFE INC1.37%
TRUIST FINL CORP1.37%
ARTHUR J GALLAGHAR AND CO1.37%
HARTFORD INSURANCE GROUP INC/THE1.37%
AFLAC INC1.36%
BLACKROCK INC1.36%
ERIE INDEMNITY CO CL A1.36%
LOEWS CORP1.35%
AON PLC-CLASS A1.35%
TRAVELERS COS IN1.35%
T ROWE PRICE GRP1.34%
MORGAN STANLEY1.34%
STATE STREET CORP1.34%
WR BERKLEY CORP1.34%
INVESCO LTD1.33%
BANK OF NEW YORK MELLON CORP1.33%
CORPAY INC1.33%
WILLIS TOWERS WA1.33%
MASTERCARD INC CL A1.32%
WELLS FARGO & CO1.31%
HUNTINGTON BANCSHARES INC1.31%
RAYMOND JAMES FINANCIAL INC.1.31%
CINCINNATI FINANCIAL CORP1.30%

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