Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LSVD vs LMUPX
Shared holdings
56
LSVD covered by LMUPX
44.52%
LMUPX covered by LSVD
44.52%
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.
LSVD (April 30, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 6.35% | |
| APPLE INC COMMON STOCK | 4.65% | |
| ALPHABET INC CL A | 4.55% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 4.34% | |
| ALPHABET INC CL C | 3.87% | |
| MICROSOFT CORP | 2.93% | |
| META PLATFORMS INC CL A | 2.34% | |
| JPMORGAN CHASE and CO | 1.63% | |
| WESTERN DIGITAL CORP | 1.58% | |
| APPLIED MATERIALS INC COMMON STOCK | 1.57% | |
| CISCO SYSTEMS INC | 1.48% | |
| QUALCOMM INC | 1.37% | |
| MICRON TECHNOLOGY INC | 1.33% | |
| MERCK & CO | 1.29% | |
| BRISTOL-MYERS SQUIBB CO | 1.09% | |
| BROADCOM INC | 1.09% | |
| ADOBE INC | 1.08% | |
| PFIZER INC | 1.07% | |
| DELL TECHNOLOGIES INC CL C | 1.05% | |
| GOLDMAN SACHS GROUP INC | 0.99% | |
| FEDEX CORP | 0.99% | |
| EBAY INC | 0.98% | |
| ELECTRONIC ARTS INC | 0.96% | |
| STATE STREET CORP | 0.96% | |
| GILEAD SCIENCES INC | 0.94% | |
| SALESFORCE INC | 0.94% | |
| EXPEDIA INC | 0.90% | |
| ALTRIA GROUP INC | 0.90% | |
| INCYTE CORP | 0.89% | |
| CIRRUS LOGIC INC | 0.85% | |
| GENERAL MOTORS CO | 0.84% | |
| CITIGROUP INC | 0.82% | |
| MAPLEBEAR INC | 0.78% | |
| LAM RESEARCH CORP | 0.78% | |
| JABIL INC | 0.78% | |
| MARATHON PETROLEUM CORP | 0.76% | |
| VERIZON COMMUNICATIONS INC | 0.75% | |
| UNITEDHEALTH GRP | 0.74% | |
| BORGWARNER INC COMMON STOCK | 0.70% | |
| QORVO INC | 0.69% | |
| NEWMONT CORP | 0.68% | |
| JOHNSON&JOHNSON | 0.68% | |
| DEVON ENERGY CORP | 0.67% | |
| COMCAST CORP CL A | 0.67% | |
| MUELLER INDUSTRIES INC | 0.64% | |
| BANK OF NEW YORK MELLON CORP COMMON STOCK | 0.64% | |
| LOCKHEED MARTIN CORP | 0.63% | |
| TARGET CORP COMMON STOCK | 0.62% | |
| WALT DISNEY CO/T | 0.60% | |
| TEXTRON INC | 0.60% |
LMUPX (Feb. 27, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.09% | |
| APPLE INC | 6.63% | |
| MICROSOFT CORP | 4.63% | |
| ALPHABET INC CL A | 3.14% | |
| AMAZON.COM INC | 2.68% | |
| META PLATFORMS INC CL A | 2.63% | |
| ALPHABET INC CL C | 2.57% | |
| BROADCOM INC | 1.95% | |
| WALMART INC | 1.54% | |
| MICRON TECHNOLOGY INC | 1.42% | |
| TESLA INC | 1.34% | |
| VISA INC-CLASS A | 1.34% | |
| GENERAL ELECTRIC CO | 1.27% | |
| ABBVIE INC | 1.26% | |
| Invesco Treasury Portfolio, Institutional Class | 1.25% | |
| JPMORGAN CHASE and CO | 1.14% | |
| LAM RESEARCH CORP | 1.12% | |
| CATERPILLAR INC | 1.11% | |
| CHEVRON CORP | 1.10% | |
| BERKSHIRE HATH-B | 1.06% | |
| MASTERCARD INC CL A | 1.06% | |
| GOLDMAN SACHS GROUP INC | 1.00% | |
| NEWMONT CORP | 0.99% | |
| WESTERN DIGITAL CORP | 0.94% | |
| CITIGROUP INC | 0.91% | |
| PROCTER & GAMBLE | 0.88% | |
| GILEAD SCIENCES INC | 0.88% | |
| BANK OF AMERICA CORPORATION | 0.87% | |
| AMGEN INC | 0.86% | |
| GENERAL MOTORS CO | 0.78% | |
| TJX COS INC | 0.78% | |
| CISCO SYSTEMS INC | 0.78% | |
| BANK OF NEW YORK MELLON CORP | 0.76% | |
| BRISTOL-MYERS SQUIBB CO | 0.76% | |
| PALANTIR TECHNOLOGIES INC | 0.76% | |
| MCKESSON CORP | 0.76% | |
| ALTRIA GROUP INC | 0.75% | |
| AT&T INC | 0.75% | |
| TAPESTRY INC | 0.75% | |
| CARDINAL HEALTH INC | 0.74% | |
| REGENERON PHARMACEUTICALS INC | 0.74% | |
| LOCKHEED MARTIN CORP | 0.73% | |
| COMCAST CORP CL A | 0.71% | |
| RTX CORP | 0.70% | |
| HCA HEALTHCARE INC | 0.70% | |
| QUALCOMM INC | 0.69% | |
| LOWES COS INC | 0.69% | |
| DOLLAR TREE INC | 0.69% | |
| APA CORP | 0.68% | |
| DEVON ENERGY CORP | 0.65% |
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