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LSOFX vs QLV

Shared holdings
7
LSOFX covered by QLV
13.19%
QLV covered by LSOFX
13.19%

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%

QLV (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP6.21%
MICROSOFT CORP5.82%
APPLE INC5.06%
JOHNSON&JOHNSON4.23%
PROCTER & GAMBLE2.75%
EXXON MOBIL CORP2.36%
VISA INC-CLASS A2.11%
COSTCO WHOLESALE CORP1.96%
BERKSHIRE HATH-B1.87%
ALPHABET INC CL A1.85%
LILLY ELI and CO1.80%
INTL BUS MACH CORP1.80%
MCDONALDS CORP1.74%
MASTERCARD INC CL A1.68%
ABBVIE INC1.64%
VERIZON COMMUNICATIONS INC1.45%
GILEAD SCIENCES INC1.37%
ALPHABET INC CL C1.35%
BROADCOM INC1.34%
META PLATFORMS INC CL A1.26%
LOCKHEED MARTIN CORP1.22%
ANALOG DEVICES INC1.21%
MERCK & CO1.21%
NEWMONT CORP1.13%
AGNICO EAGLE MINES LTD0.99%
TJX COS INC0.98%
TELEDYNE TECHNOLOGIES INC0.95%
GENERAL DYNAMICS CORPORATION0.88%
DUKE ENERGY CORP NEW0.86%
TEXAS INSTRUMENTS INC0.85%
HERSHEY CO/THE0.84%
PEPSICO INC0.84%
SOUTHERN CO0.84%
CONSOLIDATED EDISON INC0.82%
T-MOBILE US INC0.81%
CHENIERE ENERGY INC0.80%
AT&T INC0.80%
AMDOCS LTD0.79%
APPLIED INDU TEC0.78%
ASSURANT INC0.78%
QUEST DIAGNOSTICS INC0.77%
DTE ENERGY CO0.77%
WILLIS TOWERS WATSON PLC0.76%
NORTHROP GRUMMAN CORP0.76%
CHEMED CORP0.72%
CHECK POINT SOFTWARE TECHS LTD0.70%
CHUBB LTD0.69%
QUALYS INC0.69%
CAL-MAINE FOODS INC0.69%
WILLIAMS COS INC0.67%

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