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LSVQX vs USVM

Shared holdings
71
LSVQX covered by USVM
24.33%
USVM covered by LSVQX
24.33%

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.

LSVQX (April 30, 2026)

SecurityWeight
RYDER SYSTEM INC1.51%
JAZZ PHARMACEUTI1.49%
MATADOR RESOURCES COMPANY1.28%
ENERSYS INC1.21%
OSHKOSH CORP1.17%
CNO FINANCIAL GROUP INC COMMON STOCK1.09%
EXELIXIS INC1.07%
CIRRUS LOGIC INC1.07%
UGI CORP NEW1.07%
ZIONS BANCORP NA0.98%
POPULAR INC0.97%
ASSOCIATED BANC-CORP COMMON STOCK0.96%
The Bank of N.T. Butterfield & Son Limited COM BMD0.01(POST REV SPLIT)0.93%
AVNET INC COMMON STOCK0.87%
HF SINCLAIR CORP0.85%
Atkore Inc COMMON STOCK0.84%
JACKSON FINANCIAL INC0.84%
SONOCO PRODUCTS CO0.84%
MGIC INVT CORP0.83%
US ULTRA BOND CBT Sep250.83%
Banco Latinoamericano de Exportaciones S.A. (Class E)0.82%
APA CORP0.81%
NOV INC0.80%
PHOTRONICS INC0.79%
NATL FUEL GAS CO0.78%
ABM INDUSTRIES INC COMMON STOCK0.78%
FIDELIS INSURANCE HOLDINGS LTD COMMON STOCK USD.010.78%
FRESH DEL MONTE0.77%
BORGWARNER INC COMMON STOCK0.77%
ADT INC0.76%
ORGANON & CO0.73%
PVH CORP0.73%
BANK OZK0.73%
OTTER TAIL CORPORATION0.73%
TD SYNNEX CORP0.72%
CONSTELLIUM SE COMMON STOCK EUR.020.72%
NEXSTAR MEDIA GROUP INC0.71%
AXIS CAPITAL0.71%
VALLEY NATL BANCORP0.71%
AFFILIATED MANAGERS GROUP COMMON STOCK0.71%
PORTLAND GENERAL ELECTRIC CO0.71%
SANMINA CORP0.70%
DELUXE CORP0.70%
DROPBOX INC CL A0.69%
HALOZYME THERAPEUTICS INC0.69%
FEDERATED HERMES INC0.68%
PHINIA INC0.67%
HANMI FINL CORP0.65%
BROADSTONE NET LEASE INC REIT0.64%
FULTON FINANCIAL CORP0.64%

USVM (March 31, 2026)

SecurityWeight
ONE GAS INC0.74%
SPIRE INC0.70%
AVISTA CORP0.69%
DYNEX CAPITAL0.69%
ELLINGTON FINANCIAL INC0.67%
PORTLAND GENERAL ELECTRIC CO0.67%
NORTHWEST NATURAL HOLDING CO0.66%
BROADSTONE NET LEASE INC0.63%
BLACK HILLS CORP0.62%
AGNC INVESTMENT CORP0.62%
ASSURED GUARANTY0.60%
FEDERATED HERMES INC0.60%
BLACKSTONE MORTGAGE TR CL A0.60%
OTTER TAIL CORPORATION0.59%
UGI CORP NEW0.58%
Invesco Government & Agency Portfolio, Institutional Class0.58%
MONEYMKT0.58%
HSBC US GOVT MMKT-I0.58%
MSILF-GOVT-INS0.58%
NETSTREIT CORP0.57%
MDU RESOURCES GROUP INC0.56%
RITHM CAPITAL CORP0.55%
AMERICAN HEALTHCARE REIT INC0.53%
AXIS CAPITAL0.53%
EASTERLY GOVERNMENT PROPERTIES INC0.52%
ESSENT GROUP LTD0.52%
APPLE HOSPITALITY REIT INC0.51%
MGIC INVT CORP0.51%
ENACT HOLDINGS INC0.51%
RENAISSANCERE0.51%
GLOBAL NET LEASE INC0.50%
WASHINGTON FEDERAL INC0.50%
BOK FINL CORP0.50%
UNIVERSAL CORP0.49%
HILLTOP HOLDINGS0.49%
LXP INDUSTRIAL TRUST REIT0.49%
UNITED BANKSHS0.49%
WHITE MOUNTAINS0.49%
TD SYNNEX CORP0.48%
RADIAN GROUP INC0.48%
UNUM GROUP0.48%
WSFS FINANCIAL CORP0.48%
DOLBY LABORATORIES INC CL A0.48%
OLD REPUBLIC INTL CORP0.48%
BOYD GAMING CORP0.47%
AMERIS BANCORP0.47%
POPULAR INC0.47%
GREIF INC-CL A0.47%
EPR PROPERTIES0.47%
ORMAT TECHNOLOGIES INC0.46%

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