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LMVFX vs NEFSX

Shared holdings
15
LMVFX covered by NEFSX
22.91%
NEFSX covered by LMVFX
22.91%

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.

LMVFX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A5.73%
BANK OF AMERICA CORPORATION3.46%
MICRON TECHNOLOGY INC3.10%
JOHNSON&JOHNSON3.03%
AMAZON.COM INC2.80%
CHEVRON CORP2.78%
CONOCOPHILLIPS2.49%
UNITEDHEALTH GRP2.22%
CVS HEALTH CORP2.15%
WALT DISNEY CO/T2.07%
SLB LTD2.05%
GILEAD SCIENCES INC1.79%
JOHNSON CONTROLS INTERNATIONAL PLC1.75%
NEWMONT CORP1.73%
FIFTH THIRD BANCORP1.71%
MLP1.70%
BLOCK INC CL A1.69%
FAIRFAX FINL HLDGS LTD SUB VTG1.66%
CORTEVA INC1.65%
SCHWAB CHARLES CORP1.65%
GXO LOGISTICS INC1.65%
COREBRIDGE FINANCIAL INC1.62%
CLEAN HARBORS INC1.61%
CANADIAN PACIFIC KANSAS CITY LTD1.57%
TALEN ENERGY CORP1.56%
SIEMENS AG-REG1.53%
PPL CORPORATION1.53%
INTERCONTINENTAL EXCHANGE INC1.52%
FIRST HORIZON CORP1.50%
WESCO INTL1.47%
NESTLE S A SPONSORED ADR1.46%
EQT CORPORATION1.44%
MURPHY USA INC1.41%
ARGENX SE SPONSORED ADR1.41%
TECK RESOURCES-B1.40%
MARUBENI CORP1.40%
TAIWAN SEMIC MFG CO LTD SP ADR1.33%
CAPITAL ONE FINANCIAL CORP1.31%
FREEPORT MCMORAN INC1.25%
MICROCHIP TECHNOLOGY1.23%
TFI INTERNATIONA1.20%
KEURIG DR PEPPER INC1.13%
BOSTON SCIENTIFIC CORP1.11%
GLOBAL PAYMENTS INC1.08%
ELANCO ANIMAL HEALTH INC1.07%
BLACKSTONE INC1.05%
LILLY ELI and CO1.05%
EASTMAN CHEMICAL CO1.05%
GENUINE PARTS CO1.03%
MGIC INVT CORP1.02%

NEFSX (March 31, 2026)

SecurityWeight
NVIDIA CORP5.27%
ALPHABET INC CL A4.46%
TESLA INC3.35%
META PLATFORMS INC CL A3.13%
CONOCOPHILLIPS2.88%
NETFLIX INC2.85%
AMAZON.COM INC2.64%
PHILLIPS 662.39%
SALESFORCE INC2.38%
TARGA RESOURCES CORP2.10%
CITIGROUP INC2.05%
CORTEVA INC1.91%
STATE STREET CORP1.90%
WILLIS TOWERS WATSON PLC1.88%
BOEING CO/THE1.86%
MERCK & CO1.81%
AIRBNB INC CLASS A1.81%
INTERCONTINENTAL EXCHANGE INC1.80%
ORACLE CORP1.73%
KEURIG DR PEPPER INC1.71%
SCHWAB CHARLES CORP1.70%
BANK OF AMERICA CORPORATION1.68%
MONSTER BEVERAGE CORP1.67%
DELTA AIR LI1.62%
AMERICAN INTERNATIONAL GROUP1.61%
CAPITAL ONE FINANCIAL CORP1.56%
VISA INC-CLASS A1.56%
FISERV INC1.52%
UNION PACIFIC CORP1.45%
ELEVANCE HEALTH INC1.44%
ZIMMER BIOMET HO1.43%
GENERAL MOTORS CO1.27%
ALNYLAM PHARMACEUTICALS INC1.26%
FIXED INC CLEARING CORP.REPO1.22%
WELLS FARGO & CO1.20%
FIRST CITIZENS BANCSHARES INC CL A1.19%
NIKE INC CL B1.19%
REGENERON PHARMACEUTICALS INC1.14%
EQUIFAX INC1.12%
WARNER BROS DISCOVERY INC1.09%
GE HEALTHCARE TECHNOLOGIES INC WI1.09%
IQVIA HOLDINGS INC1.07%
ARM HOLDINGS LTD1.03%
MICROSOFT CORP1.02%
SHOPIFY INC CL A0.99%
AUTODESK INC0.99%
GLOBAL PAYMENTS INC0.92%
CBRE GROUP INC - CL A0.90%
CHARTER COMMUNICATIONS INC A0.89%
WALT DISNEY CO/T0.87%

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