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LSOFX vs CCOR

Shared holdings
6
LSOFX covered by CCOR
13.60%
CCOR covered by LSOFX
13.60%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LSOFX (Feb. 28, 2026)

SecurityWeight
Invesco Treasury Portfolio, Institutional Class5.89%
FAIRFAX FINL HLDGS LTD SUB VTG4.89%
JOHNSON&JOHNSON3.66%
AGNICO EAGLE MINES LTD3.27%
GLOBE LIFE INC3.21%
EATON CORP PLC3.16%
MERCK & CO2.99%
ALPHABET INC CL A2.95%
PRIMERICA INC2.85%
CBOE GLOBAL MARKETS INC2.84%
LITTELFUSE INC2.59%
CACI INTL-A2.57%
COMMSTCK2.48%
REGENERON PHARMACEUTICALS INC2.47%
EXXON MOBIL CORP2.25%
Societe Generale S.A. ADR2.23%
GLOBAL PAYMENTS INC2.23%
CONNECTONE BANCORP INC2.15%
TFS FINANCIAL CORP2.14%
AMERIS BANCORP2.12%
AXOS FINANCIAL INC2.10%
INTERACTIVE BROKERS GROUP INC2.10%
PENTAIR PLC2.09%
UMB FINANCIAL CORP2.07%
OFG BANCORP2.07%
MICROSOFT CORP2.07%
WEX INC2.04%
LONDON STOCK EXCHANGE GRP2.04%
WESTERN ALLIANCE BANCORP2.03%
AMERIPRISE FINANCIAL INC1.98%
ST JOE COMPANY1.90%
PJT PARTNERS INC1.86%
FIRST CITIZENS BANCSHARES INC CL A1.85%
UBS GROUP AG USD0.10 (REG S)1.83%
STIFEL FINANCIAL CORP1.75%
CUSTOMERS BANCORP INC1.49%
FISERV INC1.44%
SLM CORP1.43%
BLOCK INC CL A1.36%
FIRST FIN BANCRP1.33%
VISA INC-CLASS A1.18%
GENWORTH FINANCIAL INC A1.07%
NAVIENT CORP0.87%
COMPASS INC - A0.68%
HEWLETT PACKARD ENTERPRISE CO0.47%

CCOR (April 30, 2026)

SecurityWeight
ALPHABET INC CL A6.64%
MORGAN STANLEY4.63%
JOHNSON&JOHNSON3.93%
WALMART INC3.74%
EXXON MOBIL CORP3.65%
CHEVRON CORP3.64%
AIR PRODUCTS and CHEMICALS INC3.44%
MICROSOFT CORP3.31%
NEXTERA ENERGY INC3.26%
JPMORGAN CHASE and CO3.22%
EMERSON ELECTRIC CO3.22%
CHUBB LTD3.22%
ADV MICRO DEVICE3.18%
CME GROUP INC CL A3.08%
WASTE MANAGEMENT INC3.07%
SOUTHERN CO3.03%
AMAZON.COM INC3.01%
REALTY INCOME CORP REIT2.73%
AMGEN INC2.73%
LOCKHEED MARTIN CORP2.66%
MCDONALDS CORP2.49%
APPLE INC2.41%
META PLATFORMS INC CL A2.25%
PROCTER & GAMBLE2.21%
LILLY ELI and CO2.16%
AFLAC INC2.06%
BROADRIDGE FINL1.81%
GENUINE PARTS CO1.79%
MERCK & CO1.76%
PAYCHEX INC1.72%
HOME DEPOT INC1.68%
FRST AM-GV OB-X1.67%
MOSAIC CO/THE1.45%
ACCENTURE PLC CL A1.18%
FACTSET RESEARCH SYSTEMS INC1.15%
ADOBE INC1.10%
FISERV INC0.92%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.74%
US ULTRA BOND CBT Sep250.08%

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