Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

LSVFX vs LSVMX

Shared holdings
67
LSVFX covered by LSVMX
51.94%
LSVMX covered by LSVFX
51.94%

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%

LSVMX (April 30, 2026)

SecurityWeight
CISCO SYSTEMS INC3.36%
VERIZON COMMUNICATIONS INC2.69%
TD SYNNEX CORP2.34%
AT&T INC2.21%
EXXON MOBIL CORP2.05%
BANK OF NEW YORK MELLON CORP COMMON STOCK1.78%
ALTRIA GROUP INC1.74%
AVNET INC COMMON STOCK1.72%
CFD_EQS GOLDUS33 22569081.72%
HEWLETT PACKARD ENTERPRISE CO1.64%
ARROW ELECTRONICS INC COMMON STOCK1.57%
ENI SPA-SPONSORED ADR DEPOSITARY RECEIPT1.48%
ALPHABET INC CL A1.46%
TEXTRON INC1.42%
JOHNSON&JOHNSON1.39%
CITIGROUP INC1.36%
KROGER CO1.32%
EXELIXIS INC1.30%
MERCK & CO1.28%
NEWMARKET CORP1.28%
STATE STREET CORP1.27%
COMCAST CORP CL A1.25%
HSBC HOLDINGS PLC SPONS ADR1.19%
DROPBOX INC CL A1.19%
BRISTOL-MYERS SQUIBB CO1.17%
GSK plc SPONSORED ADR1.15%
PFIZER INC1.14%
BORGWARNER INC COMMON STOCK1.08%
CANON INC-SPONS ADR DEPOSITARY RECEIPT1.08%
COGNIZANT TECH SOLUTIONS CL A1.06%
NATL FUEL GAS CO1.06%
INCYTE CORP1.05%
ALBERTSONS COS INC - CLASS A COMMON STOCK1.02%
MOLSON COORS BEVERAGE CO B1.02%
JAZZ PHARMACEUTI1.00%
CF INDUSTRIES HOLDINGS INC0.99%
OLD REPUBLIC INTL CORP0.98%
NETAPP INC0.97%
FOX CORP CL A0.96%
FRESH DEL MONTE0.95%
FEDERATED HERMES INC0.95%
HARTFORD INSURANCE GROUP INC/THE0.93%
GILEAD SCIENCES INC0.89%
EXELON CORP0.89%
UNUM GROUP0.88%
GEN DIGITAL INC0.87%
CVS HEALTH CORP0.85%
CAN IMPL BK COMM0.85%
EVERSOURCE ENERGY0.83%
HP INC0.83%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.