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LTL vs CAPE

Shared holdings
23
LTL covered by CAPE
24.98%
CAPE covered by LTL
24.98%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LTL (Feb. 28, 2026)

SecurityWeight
META PLATFORMS INC CL A14.75%
Repurchase Agreement14.14%
US ULTRA BOND CBT Sep259.77%
ALPHABET INC CL A8.05%
ALPHABET INC CL C6.44%
NETFLIX INC4.26%
VERIZON COMMUNICATIONS INC4.24%
AT&T INC3.88%
COMCAST CORP CL A3.79%
T-MOBILE US INC3.76%
ELECTRONIC ARTS INC3.32%
WALT DISNEY CO/T3.29%
WARNER BROS DISCOVERY INC3.22%
TAKE-TWO INTERACTV SOFTWR INC2.90%
OMNICOM GROUP INC2.66%
LIVE NATION ENTERTAINMENT INC2.50%
CHARTER COMMUNICATIONS INC A2.02%
TKO GROUP HOLDINGS INC1.45%
FOX CORP CL A1.15%
TRADE DESK INC-A1.02%
NEWS CORP NEW CL A0.89%
FOX CORPORATION B0.75%
MATCH GROUP INC0.73%
PARAMOUNT SKYDANCE CORP0.41%
NEWS CORP NEW CL B0.32%
Invesco Government & Agency Portfolio, Institutional Class0.29%

CAPE (March 31, 2026)

SecurityWeight
AMAZON.COM INC5.68%
TESLA INC4.71%
META PLATFORMS INC CL A4.55%
LILLY ELI and CO3.44%
JOHNSON&JOHNSON2.76%
ALPHABET INC CL A2.60%
WELLTOWER INC2.43%
PROLOGIS INC REIT2.29%
ALPHABET INC CL C2.07%
ABBVIE INC1.80%
VERIZON COMMUNICATIONS INC1.49%
NETFLIX INC1.49%
HOME DEPOT INC1.48%
AT&T INC1.41%
MERCK & CO1.40%
T-MOBILE US INC1.27%
MCDONALDS CORP1.24%
EQUINIX INC1.24%
COMCAST CORP CL A1.24%
ELECTRONIC ARTS INC1.19%
DIGITAL REALTY TRUST INC1.16%
UNITEDHEALTH GRP1.16%
TJX COS INC1.12%
SIMON PROPERTY1.11%
REALTY INCOME CORP REIT1.10%
WARNER BROS DISCOVERY INC1.10%
AMERICAN TOWER CORP1.08%
WALT DISNEY CO/T1.04%
TAKE-TWO INTERACTV SOFTWR INC0.95%
AMGEN INC0.89%
THERMO FISHER SCIENTIFIC INC0.86%
THE BOOKING HOLDINGS INC0.86%
PUBLIC STORAGE0.85%
ABBOTT LABS0.84%
LOWES COS INC0.84%
OMNICOM GROUP INC0.83%
LIVE NATION ENTERTAINMENT INC0.82%
GILEAD SCIENCES INC0.81%
CBRE GROUP INC - CL A0.79%
INTUITIVE SURGICAL INC0.77%
VENTAS INC REIT0.76%
PFIZER INC0.75%
CROWN CASTLE INC0.70%
CHARTER COMMUNICATIONS INC A0.65%
STARBUCKS CORP0.64%
IRON MOUNTAIN INC0.60%
BRISTOL-MYERS SQUIBB CO0.58%
VICI PROPERTIES0.58%
DANAHER CORP0.56%
EXTRA SPACE STORAGE INC0.56%

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