Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LOMAX vs SIXA
Shared holdings
21
LOMAX covered by SIXA
36.05%
SIXA covered by LOMAX
36.05%
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.
LOMAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| FEDEX CORP | 5.00% | |
| TARGET CORP | 4.86% | |
| CHEVRON CORP | 4.66% | |
| MONDELEZ INTL INC | 4.04% | |
| UNITEDHEALTH GRP | 4.02% | |
| CVS HEALTH CORP | 3.67% | |
| Invesco Treasury Portfolio, Institutional Class | 3.46% | |
| DUKE ENERGY CORP NEW | 3.12% | |
| GENERAL DYNAMICS CORPORATION | 3.06% | |
| US BANCORP DEL | 2.95% | |
| NEXTERA ENERGY INC | 2.93% | |
| EXXON MOBIL CORP | 2.90% | |
| PROCTER & GAMBLE | 2.83% | |
| SOUTHERN CO | 2.74% | |
| PFIZER INC | 2.69% | |
| AT&T INC | 2.57% | |
| JOHNSON&JOHNSON | 2.12% | |
| COMCAST CORP CL A | 2.09% | |
| BRISTOL-MYERS SQUIBB CO | 1.89% | |
| COCA-COLA CO/THE | 1.73% | |
| LOCKHEED MARTIN CORP | 1.67% | |
| SCHWAB CHARLES CORP | 1.59% | |
| TEXAS INSTRUMENTS INC | 1.58% | |
| MORGAN STANLEY | 1.57% | |
| GILEAD SCIENCES INC | 1.56% | |
| CONOCOPHILLIPS | 1.56% | |
| WELLS FARGO & CO | 1.48% | |
| BANK OF AMERICA CORPORATION | 1.48% | |
| JPMORGAN CHASE and CO | 1.45% | |
| UNION PACIFIC CORP | 1.41% | |
| STARBUCKS CORP | 1.39% | |
| HOME DEPOT INC | 1.37% | |
| PEPSICO INC | 1.37% | |
| ACCENTURE PLC CL A | 1.36% | |
| ABBOTT LABS | 1.34% | |
| AMERICAN INTERNATIONAL GROUP | 1.33% | |
| AMERICAN TOWER CORP | 1.30% | |
| METLIFE INC | 1.27% | |
| MEDTRONIC PLC | 1.21% | |
| AMGEN INC | 1.19% | |
| MERCK & CO | 1.18% | |
| ABBVIE INC | 1.10% | |
| NIKE INC CL B | 1.01% | |
| GOLDMAN SACHS GROUP INC | 0.86% | |
| BANK OF NEW YORK MELLON CORP | 0.82% | |
| GENERAL MOTORS CO | 0.82% | |
| CITIGROUP INC | 0.79% | |
| VERIZON COMMUNICATIONS INC | 0.46% | |
| UNITED PARCEL SERVICE INC CL B | 0.45% | |
| SIMON PROPERTY | 0.44% |
SIXA (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| ALTRIA GROUP INC | 5.75% | |
| VERIZON COMMUNICATIONS INC | 4.36% | |
| PEPSICO INC | 4.22% | |
| AT&T INC | 4.08% | |
| BRISTOL-MYERS SQUIBB CO | 2.89% | |
| SOUTHERN CO | 2.83% | |
| MERCK & CO | 2.83% | |
| COLGATE-PALMOLIVE CO | 2.81% | |
| DUKE ENERGY CORP NEW | 2.80% | |
| JOHNSON&JOHNSON | 2.79% | |
| AMERICAN TOWER CORP | 2.79% | |
| CVS HEALTH CORP | 2.75% | |
| PHILIP MORRIS INTL INC | 2.70% | |
| MONDELEZ INTL INC | 2.69% | |
| PFIZER INC | 2.68% | |
| COMCAST CORP CL A | 2.66% | |
| LILLY ELI and CO | 2.57% | |
| US BANCORP DEL | 2.46% | |
| GENERAL MOTORS CO | 2.43% | |
| NVIDIA CORP | 2.41% | |
| QUALCOMM INC | 2.39% | |
| ALPHABET INC CL A | 2.35% | |
| PALANTIR TECHNOLOGIES INC | 2.34% | |
| GENERAL ELECTRIC CO | 1.44% | |
| T-MOBILE US INC | 1.42% | |
| PROCTER & GAMBLE | 1.41% | |
| CATERPILLAR INC | 1.40% | |
| COCA-COLA CO/THE | 1.40% | |
| AMERICAN INTERNATIONAL GROUP COMMON STOCK | 1.39% | |
| MCDONALDS CORP | 1.38% | |
| SIMON PROPERTY | 1.36% | |
| COSTCO WHOLESALE CORP | 1.36% | |
| ABBOTT LABORATORIES COMMON STOCK | 1.36% | |
| WALMART INC | 1.35% | |
| GILEAD SCIENCES INC | 1.34% | |
| GENERAL DYNAMICS CORPORATION | 1.32% | |
| RTX CORPORATION COMMON STOCK | 1.31% | |
| APPLE INC COMMON STOCK | 1.28% | |
| BANK OF NEW YORK MELLON CORP COMMON STOCK | 1.27% | |
| CISCO SYSTEMS INC | 1.26% | |
| WALT DISNEY CO/T | 1.26% | |
| BROADCOM INC | 1.24% | |
| UBER TECHNOLOGIES INC | 1.19% | |
| META PLATFORMS INC CL A | 1.17% | |
| AMERICAN EXPRESS CO COMMON STOCK | 1.13% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 1.10% | |
| INTUIT INC | 1.06% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.17% |
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