Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MNVRX vs LCF
Shared holdings
10
MNVRX covered by LCF
26.89%
LCF covered by MNVRX
26.89%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
MNVRX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 8.17% | |
| TEXAS INSTRUMENTS INC | 6.28% | |
| AMAZON.COM INC | 6.08% | |
| ARCH CAPITAL GROUP LTD | 5.92% | |
| KEYSIGHT TECHNOLOGIES INC | 5.79% | |
| FERGUSON ENTERPRISES INC | 5.45% | |
| ANALOG DEVICES INC | 4.67% | |
| PARKER HANNIFIN CORP | 4.65% | |
| VISA INC-CLASS A | 4.45% | |
| LOWES COS INC | 3.44% | |
| BROOKFIELD CORP CL A | 3.29% | |
| DANAHER CORP | 3.15% | |
| AGILENT TECHNOLOGIES INC | 3.14% | |
| PACCAR INC | 3.12% | |
| META PLATFORMS INC CL A | 2.84% | |
| PROGRESSIVE CORP OHIO | 2.77% | |
| MARSH & MCLENNAN | 2.72% | |
| AIRBNB INC CLASS A | 2.69% | |
| SCHWAB CHARLES CORP | 2.55% | |
| TJX COS INC | 2.47% | |
| MSCI INC | 2.42% | |
| HONEYWELL INTL INC | 2.19% | |
| CDW CORPORATION | 2.15% | |
| DEERE & CO | 1.94% | |
| COPART INC | 1.88% | |
| GARTNER INC | 1.48% | |
| State Street Navigator Securities Lending Portfolio II | 1.42% | |
| ALCON INC | 1.22% | |
| SALESFORCE INC | 0.91% | |
| WORKDAY INC CL A | 0.76% |
LCF (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 8.45% | |
| MICROSOFT CORP | 7.77% | |
| APPLE INC | 7.55% | |
| NVIDIA CORP | 7.07% | |
| META PLATFORMS INC CL A | 5.65% | |
| AMAZON.COM INC | 5.51% | |
| DREY-GVT CSH-I | 3.30% | |
| BANK OF AMERICA CORPORATION | 3.07% | |
| EXXON MOBIL CORP | 3.01% | |
| PHILIP MORRIS INTL INC | 2.47% | |
| VISA INC-CLASS A | 2.13% | |
| JOHNSON&JOHNSON | 2.11% | |
| ORACLE CORP | 2.04% | |
| SCHWAB CHARLES CORP | 2.02% | |
| APPLIED MATERIALS INC | 2.01% | |
| GOLDMAN SACHS GROUP INC | 1.97% | |
| BOEING CO/THE | 1.84% | |
| MEDTRONIC PLC | 1.81% | |
| BERKSHIRE HATH-B | 1.79% | |
| MARKEL GROUP INC | 1.75% | |
| TEXAS INSTRUMENTS INC | 1.56% | |
| AIRBNB INC CLASS A | 1.54% | |
| JONES LANG LASALLE INC | 1.45% | |
| DEERE & CO | 1.44% | |
| MONSTER BEVERAGE CORP | 1.44% | |
| BROADCOM INC | 1.41% | |
| BECTON DICKINSON and CO | 1.40% | |
| HCA HEALTHCARE INC | 1.38% | |
| SALESFORCE INC | 1.35% | |
| LPL FINL HLDGS INC | 1.33% | |
| BRISTOL-MYERS SQUIBB CO | 1.19% | |
| UNITEDHEALTH GRP | 1.05% | |
| HUBBELL INC | 0.99% | |
| SS&C TECHNOLOGIE | 0.98% | |
| WALT DISNEY CO/T | 0.96% | |
| WORKDAY INC CL A | 0.80% | |
| UBER TECHNOLOGIES INC | 0.78% | |
| COMCAST CORP CL A | 0.76% | |
| CENCORA INC | 0.73% | |
| NETFLIX INC | 0.72% | |
| LAS VEGAS SANDS CORP | 0.69% | |
| BIOMARIN PHARMACEUTICAL INC | 0.63% | |
| INTL FLVR & FRAG | 0.62% | |
| RTX CORP | 0.61% | |
| STANLEY BLACK and DECKER INC | 0.58% | |
| WATERS CORP | 0.29% |
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