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LRYAX vs ISHP

Shared holdings
6
LRYAX covered by ISHP
10.19%
ISHP covered by LRYAX
10.19%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LRYAX (Feb. 28, 2026)

SecurityWeight
NRG ENERGY INC6.62%
JOHNSON CONTROLS5.99%
EXPEDIA INC5.03%
HCA HEALTHCARE INC5.00%
EBAY INC4.99%
FLEX LTD4.89%
AerCap Holdings N.V. (Ireland)4.88%
CORPAY INC4.27%
NXP SEMICONDUCTO4.16%
AMERIPRISE FINANCIAL INC3.82%
NETAPP INC3.61%
UBER TECHNOLOGIES INC3.58%
SS&C TECHNOLOGIE3.55%
THE CIGNA GROUP3.06%
F5 INC3.06%
FIDELITY NATL INFORM SVCS INC3.01%
WESCO INTL2.75%
GEN DIGITAL INC2.51%
GLOBAL PAYMENTS INC2.47%
ASSURANT INC2.47%
AFFIL MANAGERS2.29%
CENTENE CORP2.24%
TD SYNNEX CORP2.17%
HENRY SCHEIN INC1.94%
ARROW ELECTRONICS INC1.93%
Invesco Treasury Portfolio, Institutional Class1.74%
PRIMERICA INC1.70%
LKQ CORP1.66%
ICON PLC1.63%
LITHIA MOTORS INC CL A1.43%
WEX INC1.16%
CONCENTRIX CORP0.36%

ISHP (March 31, 2026)

SecurityWeight
FEDEX CORP2.34%
WALMART INC2.23%
COSCO SHIP HOL-H2.21%
AP MOLLER-B2.16%
PROLOGIS INC REIT2.09%
TAIWAN MOBILE2.05%
EBAY INC2.03%
SF HOLDINGS CO2.03%
JD.COM INC SPON ADR2.02%
DHL GROUP1.91%
WILLIAMS-SONOMA INC1.87%
UNITED PARCEL SERVICE INC CL B1.87%
AIRBNB INC CLASS A1.85%
Z HOLDINGS CORP1.84%
BEST BUY CO INC1.82%
REA GROUP LTD COMMON STOCK1.81%
ALPHABET INC CL A1.80%
META PLATFORMS INC CL A1.79%
NEXT PLC1.79%
CORPAY INC1.78%
KE Holdings Inc. SPONSORED ADS1.75%
GLOBAL PAYMENTS INC1.74%
ALIBABA HEALTH1.73%
COPART INC1.73%
AMAZON.COM INC1.71%
MEITUAN-W1.71%
COUPANG INC A1.71%
PDD HOLDINGS INC ADR1.71%
UBER TECHNOLOGIES INC1.67%
AUTOTRADER GROUP1.65%
ALIBABA GROUP HOLDING LTD SPON ADR1.65%
ALLEGRO.EU SA1.64%
FISERV INC1.63%
THE BOOKING HOLDINGS INC1.61%
BAIDU INC SPON ADR1.60%
MERCADOLIBRE INC1.60%
NAVER CORP1.60%
SCOUT24 SE1.60%
CARSALES COM LTD1.59%
PAYPAL HOLDINGS1.58%
JD HEALTH INTERN1.56%
EXPEDIA INC1.56%
NASPERS NPV1.55%
RAKUTEN GROUP IN1.51%
PROSUS NV1.51%
LULULEMON ATHLETICA INC1.46%
CARVANA CO CL A1.44%
SHOPIFY INC CL A1.43%
FIDELITY NATL INFORM SVCS INC1.41%
PINTEREST INC CL A1.39%

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