Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LMRIX vs RYFIX
Shared holdings
23
LMRIX covered by RYFIX
24.49%
RYFIX covered by LMRIX
24.49%
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)
| Security | Weight | |
|---|---|---|
| JPMORGAN CHASE and CO | 10.41% | |
| CHUBB LTD | 6.28% | |
| VISA INC-CLASS A | 6.03% | |
| BANK OF AMERICA CORPORATION | 5.82% | |
| BERKSHIRE HATH-B | 5.29% | |
| INTERCONTINENTAL EXCHANGE INC | 5.18% | |
| QCR HOLDINGS INC | 4.79% | |
| COASTAL FINANCIAL CORP/WA | 4.19% | |
| FIFTH THIRD BANCORP | 3.99% | |
| SCHWAB CHARLES CORP | 3.22% | |
| AMERIPRISE FINANCIAL INC | 2.86% | |
| BROWN & BROWN | 2.73% | |
| PNC FINANCIAL SERVICES GRP INC | 2.61% | |
| STOCK YARDS BANCORP INC | 2.51% | |
| SOUTHSTATE BANK CORP | 2.34% | |
| BANNER CORPORATI | 2.26% | |
| M&T BANK CORP | 2.24% | |
| SMARTFINANCIAL INC | 2.03% | |
| MONEYMKT | 2.01% | |
| VERISK ANALYTICS INC | 1.99% | |
| S&P GLOBAL INC | 1.97% | |
| HANOVER INSURANCE GROUP INC | 1.80% | |
| GLOBE LIFE INC | 1.75% | |
| COMMUNITY FINANCIAL SYSTEM INC | 1.53% | |
| CME GROUP INC CL A | 1.46% | |
| TERRENO REALTY CORP | 1.43% | |
| MARSH & MCLENNAN | 1.40% | |
| ARCH CAPITAL GROUP LTD | 1.36% | |
| REINSURANCE GROUP OF AMERICA | 1.20% | |
| MASTERCARD INC CL A | 1.10% | |
| PROGRESSIVE CORP OHIO | 0.78% | |
| RLI CORP | 0.76% | |
| GLOBAL PAYMENTS INC | 0.71% | |
| BANCORP INC/THE | 0.69% | |
| AMALGAMATED FINANCIAL CORP | 0.58% | |
| SIMON PROPERTY | 0.47% | |
| EQUITY LIFESTYLE PPTYS INC | 0.45% | |
| FIRST AMERICAN FINANCIAL CORP | 0.38% | |
| FISERV INC | 0.36% | |
| ATLANTIC UNION B | 0.32% | |
| STONEX GROUP INC | 0.27% | |
| INTERACTIVE BROKERS GROUP INC | 0.25% | |
| RYAN SPECIALTY HOLDINGS INC | 0.19% |
RYFIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| BERKSHIRE HATH-B | 3.21% | |
| JPMORGAN CHASE and CO | 2.93% | |
| VISA INC-CLASS A | 2.46% | |
| MASTERCARD INC CL A | 2.07% | |
| BANK OF AMERICA CORPORATION | 1.89% | |
| GOLDMAN SACHS GROUP INC | 1.74% | |
| WELLS FARGO & CO | 1.66% | |
| CITIGROUP INC | 1.51% | |
| MORGAN STANLEY | 1.50% | |
| SCHWAB CHARLES CORP | 1.31% | |
| BLACKSTONE INC | 1.31% | |
| BLACKROCK INC | 1.25% | |
| AMERICAN EXPRESS CO | 1.25% | |
| WELLTOWER INC | 1.17% | |
| S&P GLOBAL INC | 1.16% | |
| PROLOGIS INC REIT | 1.15% | |
| CAPITAL ONE FINANCIAL CORP | 1.10% | |
| INTERACTIVE BROKERS GROUP INC | 1.08% | |
| PROGRESSIVE CORP OHIO | 1.07% | |
| EQUINIX INC | 1.01% | |
| CME GROUP INC CL A | 1.01% | |
| PNC FINANCIAL SERVICES GRP INC | 0.95% | |
| INTERCONTINENTAL EXCHANGE INC | 0.95% | |
| MARSH & MCLENNAN | 0.95% | |
| US BANCORP DEL | 0.92% | |
| BANK OF NEW YORK MELLON CORP | 0.92% | |
| AMERICAN TOWER CORP | 0.90% | |
| KKR & CO INC | 0.87% | |
| MOODYS CORP | 0.86% | |
| WILLIS TOWERS WATSON PLC | 0.85% | |
| ARCH CAPITAL GROUP LTD | 0.82% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.81% | |
| DIGITAL REALTY TRUST INC | 0.81% | |
| TRUIST FINL CORP | 0.79% | |
| ARTHUR J GALLAGHAR AND CO | 0.79% | |
| TRAVELERS COS IN | 0.79% | |
| SIMON PROPERTY | 0.78% | |
| ROBINHOOD MARKETS INC | 0.78% | |
| AON PLC | 0.77% | |
| CHUBB LTD | 0.76% | |
| ALLSTATE CORPORATION | 0.75% | |
| REALTY INCOME CORP REIT | 0.74% | |
| APOLLO GLOBAL MANAGEMENT INC | 0.74% | |
| XP, Inc., Class A | 0.73% | |
| AFLAC INC | 0.72% | |
| BROOKFIELD CORP CL A | 0.72% | |
| FIFTH THIRD BANCORP | 0.69% | |
| NASDAQ INC | 0.68% | |
| PAYPAL HOLDINGS | 0.67% | |
| StoneCo Ltd., Class A | 0.67% |
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