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LSOFX vs OUSA

Shared holdings
7
LSOFX covered by OUSA
14.02%
OUSA covered by LSOFX
14.02%

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%

OUSA (Feb. 28, 2026)

SecurityWeight
JOHNSON&JOHNSON5.52%
ALPHABET INC CL A4.85%
APPLE INC4.62%
VISA INC-CLASS A4.50%
HOME DEPOT INC4.39%
MASTERCARD INC CL A4.29%
MCDONALDS CORP4.14%
MICROSOFT CORP3.83%
ACCENTURE PLC-A3.10%
MERCK & CO3.05%
CISCO SYSTEMS INC2.92%
TJX COS INC2.79%
MARSH & MCLENNAN2.64%
ABBOTT LABS2.58%
COMCAST CORP CL A2.44%
PROCTER & GAMBLE1.99%
TEXAS INSTRUMENTS INC1.91%
LOWES COS INC1.75%
COCA-COLA CO/THE1.39%
VERIZON COMMUNICATIONS INC1.15%
ILLINOIS TOOL WORKS INC1.14%
UNION PACIFIC CORP1.09%
MOTOROLA SOLUTIONS INC1.04%
MOODYS CORP1.00%
AMPHENOL CORPORATION CL A0.93%
WALMART INC0.88%
CHUBB LTD0.87%
AUTOMATIC DATA PROCESSING INC0.85%
CATERPILLAR INC0.83%
CBOE GLOBAL MARKETS INC0.82%
GILEAD SCIENCES INC0.81%
T-MOBILE US INC0.79%
QUALCOMM INC0.75%
ALTRIA GROUP INC0.71%
AMGEN INC0.70%
JPMORGAN CHASE and CO0.70%
PEPSICO INC0.69%
ALLSTATE CORPORATION0.69%
HONEYWELL INTL INC0.68%
MSCI INC0.67%
COSTCO WHOLESALE CORP0.65%
COGNIZANT TECH SOLUTIONS CL A0.64%
S&P GLOBAL INC0.60%
LILLY ELI and CO0.58%
BLACKROCK INC0.56%
FASTENAL CO0.55%
GENERAL DYNAMICS CORPORATION0.55%
PHILIP MORRIS INTL INC0.55%
TRAVELERS COS IN0.54%
LOCKHEED MARTIN CORP0.54%

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