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LSVFX vs LSVD

Shared holdings
41
LSVFX covered by LSVD
22.07%
LSVD covered by LSVFX
22.07%

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.

LSVFX (April 30, 2026)

SecurityWeight
CISCO SYSTEMS INC2.64%
BRISTOL-MYERS SQUIBB CO2.05%
JAZZ PHARMACEUTI1.61%
ARROW ELECTRONICS INC COMMON STOCK1.49%
ALTRIA GROUP INC1.44%
VERIZON COMMUNICATIONS INC1.43%
EXXON MOBIL CORP1.38%
TD SYNNEX CORP1.36%
BANK OF NEW YORK MELLON CORP COMMON STOCK1.34%
Novartis AG (Registered)1.32%
HSBC HOLDINGS PL1.32%
AT&T INC1.27%
COMCAST CORP CL A1.26%
KROGER CO1.22%
TOTALENERGIES SE1.20%
PFIZER INC1.17%
CFD_EQS GOLDUS33 22569081.16%
ALPHABET INC CL A1.15%
JOHNSON&JOHNSON1.14%
SHELL PLC1.08%
AVNET INC COMMON STOCK1.07%
KRUNG THAI BANK PCL1.04%
OLD REPUBLIC INTL CORP1.03%
SK TELECOM1.03%
BORGWARNER INC COMMON STOCK1.02%
UNIQA INSURANCE1.01%
MAGYAR TELEKOM1.00%
WH GROUP LTD0.96%
BANK OF CHINA-H0.96%
TEXTRON INC0.95%
COGNIZANT TECH SOLUTIONS CL A0.95%
CANON INC0.95%
NEWMARKET CORP0.94%
VALIANT HLDG AG0.92%
MOLSON COORS BEVERAGE CO B0.89%
CAN IMPL BK COMM0.89%
CHIPBOND TECH0.88%
ENI SPA0.87%
Bank of Nova Scotia/The0.85%
DROPBOX INC CL A0.84%
SWEDBANK AB-A0.84%
AMBANK HLDG BHD0.83%
HP INC0.83%
REPSOL SA0.83%
TELEF BRASIL0.82%
HARTFORD INSURANCE GROUP INC/THE0.82%
AUTOLIV INC COMMON STOCK0.81%
UNUM GROUP0.80%
PETROCHINA-H0.80%
TESCO PLC0.79%

LSVD (April 30, 2026)

SecurityWeight
NVIDIA CORP6.35%
APPLE INC COMMON STOCK4.65%
ALPHABET INC CL A4.55%
PUT Amazon.com, Inc. 01/02/2026 P2054.34%
ALPHABET INC CL C3.87%
MICROSOFT CORP2.93%
META PLATFORMS INC CL A2.34%
JPMORGAN CHASE and CO1.63%
WESTERN DIGITAL CORP1.58%
APPLIED MATERIALS INC COMMON STOCK1.57%
CISCO SYSTEMS INC1.48%
QUALCOMM INC1.37%
MICRON TECHNOLOGY INC1.33%
MERCK & CO1.29%
BRISTOL-MYERS SQUIBB CO1.09%
BROADCOM INC1.09%
ADOBE INC1.08%
PFIZER INC1.07%
DELL TECHNOLOGIES INC CL C1.05%
GOLDMAN SACHS GROUP INC0.99%
FEDEX CORP0.99%
EBAY INC0.98%
ELECTRONIC ARTS INC0.96%
STATE STREET CORP0.96%
GILEAD SCIENCES INC0.94%
SALESFORCE INC0.94%
EXPEDIA INC0.90%
ALTRIA GROUP INC0.90%
INCYTE CORP0.89%
CIRRUS LOGIC INC0.85%
GENERAL MOTORS CO0.84%
CITIGROUP INC0.82%
MAPLEBEAR INC0.78%
LAM RESEARCH CORP0.78%
JABIL INC0.78%
MARATHON PETROLEUM CORP0.76%
VERIZON COMMUNICATIONS INC0.75%
UNITEDHEALTH GRP0.74%
BORGWARNER INC COMMON STOCK0.70%
QORVO INC0.69%
NEWMONT CORP0.68%
JOHNSON&JOHNSON0.68%
DEVON ENERGY CORP0.67%
COMCAST CORP CL A0.67%
MUELLER INDUSTRIES INC0.64%
BANK OF NEW YORK MELLON CORP COMMON STOCK0.64%
LOCKHEED MARTIN CORP0.63%
TARGET CORP COMMON STOCK0.62%
WALT DISNEY CO/T0.60%
TEXTRON INC0.60%

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