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LSVVX vs LSVD

Shared holdings
93
LSVVX covered by LSVD
52.01%
LSVD covered by LSVVX
52.01%

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.

LSVVX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.05%●
JPMORGAN CHASE and CO2.43%●
EXXON MOBIL CORP2.30%●
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.98%●
US ULTRA BOND CBT Sep251.74%
PUT Amazon.com, Inc. 01/02/2026 P2051.67%●
ALPHABET INC CL C1.50%●
CISCO SYSTEMS INC1.50%●
MICRON TECHNOLOGY INC1.44%●
WELLS FARGO & CO1.29%●
GOLDMAN SACHS GROUP INC1.29%●
CITIGROUP INC1.26%●
MORGAN STANLEY1.26%●
BANK OF AMERICA CORP COMMON STOCK1.12%●
VERIZON COMMUNICATIONS INC1.11%●
JOHNSON&JOHNSON1.11%●
AT&T INC1.06%●
WALMART INC1.03%
MERCK & CO1.03%●
WALT DISNEY CO/T1.02%●
PFIZER INC0.97%●
BANK OF NEW YORK MELLON CORP COMMON STOCK0.93%●
ALTRIA GROUP INC0.92%●
FEDEX CORP0.92%●
QUALCOMM INC0.90%●
BRISTOL-MYERS SQUIBB CO0.88%●
CVS HEALTH CORP0.86%●
NEWMONT CORP0.85%●
CONOCOPHILLIPS0.85%
UNITEDHEALTH GRP0.82%●
DELL TECHNOLOGIES INC CL C0.82%●
MARATHON PETROLEUM CORP0.82%●
GENERAL MOTORS CO0.79%●
WESTERN DIGITAL CORP0.77%●
GILEAD SCIENCES INC0.73%●
CUMMINS INC0.68%
CATERPILLAR INC0.68%●
VALERO ENERGY CORP0.67%
DELTA AIR LI0.67%
US BANCORP DEL0.67%
STATE STREET CORP0.66%●
EBAY INC0.66%●
PROCTER & GAMBLE0.65%
COMCAST CORP CL A0.64%●
HEWLETT PACKARD ENTERPRISE CO0.63%
REGENERON PHARMACEUTICALS INC0.63%●
THE CIGNA GROUP0.61%
ALLSTATE CORP COMMON STOCK0.61%●
HCA HEALTHCARE INC0.61%●
SALESFORCE INC0.59%●

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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