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SHRY vs LGCF

Shared holdings
18
SHRY covered by LGCF
23.26%
LGCF covered by SHRY
23.26%

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.

SHRY (March 31, 2026)

SecurityWeight
CHARTER COMMUNICATIONS INC A5.11%
CONOCOPHILLIPS4.98%
COMCAST CORP CL A4.74%
CHENIERE ENERGY INC4.35%
SYNCHRONY FINANCIAL4.03%
CHEVRON CORP3.84%
ALTRIA GROUP INC3.84%
METLIFE INC3.26%
PAYPAL HOLDINGS3.24%
THE CIGNA GROUP2.78%
FISERV INC2.77%
UNION PACIFIC CORP2.63%
KIMBERLY CLARK CORP2.44%
AFLAC INC2.42%
COLGATE-PALMOLIVE CO2.23%
EOG RESOURCES INC2.19%
HARTFORD INSURANCE GROUP INC/THE2.17%
ARCH CAPITAL GROUP LTD2.08%
PROCTER & GAMBLE1.96%
CME GROUP INC CL A1.90%
ELECTRONIC ARTS INC1.89%
UNITED PARCEL SERVICE INC CL B1.85%
ADOBE INC1.85%
KINDER MORGAN INC1.75%
AUTOZONE INC1.65%
QUALCOMM INC1.64%
ALLSTATE CORPORATION1.61%
MERCK & CO1.61%
LOCKHEED MARTIN CORP1.56%
THE BOOKING HOLDINGS INC1.48%
TRAVELERS COS IN1.47%
ABBVIE INC1.47%
CHIPOTLE MEXICAN GRILL INC1.47%
AUTOMATIC DATA PROCESSING INC1.43%
APPLIED MATERIALS INC1.42%
NORFOLK SOUTHERN CORP1.24%
LINDE PLC1.17%
KLA CORP1.12%
MCDONALDS CORP1.09%
APPLE INC1.01%
ANALOG DEVICES INC1.01%
ABBOTT LABS0.97%
GILEAD SCIENCES INC0.93%
MASTERCARD INC CL A0.86%
VISA INC-CLASS A0.85%
META PLATFORMS INC CL A0.73%
WALMART INC0.55%
JOHNSON&JOHNSON0.43%
ALPHABET INC CL A0.30%
MICROSOFT CORP0.30%

LGCF (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP6.96%
CHEVRON CORP6.72%
ABBVIE INC4.70%
JPMORGAN CHASE and CO4.47%
GOLDMAN SACHS GROUP INC4.41%
WELLS FARGO & CO4.19%
GILEAD SCIENCES INC2.95%
AMERICAN EXPRESS CO2.82%
CONOCOPHILLIPS2.82%
PFIZER INC2.77%
UBER TECHNOLOGIES INC2.47%
QUALCOMM INC2.35%
BRISTOL-MYERS SQUIBB CO2.11%
CHUBB LTD2.07%
NEWMONT CORP2.00%
CAPITAL ONE FINANCIAL CORP1.98%
PROGRESSIVE CORP OHIO1.98%
ALTRIA GROUP INC1.89%
COMCAST CORP CL A1.82%
APPLOVIN CORP1.73%
MERCADOLIBRE INC1.39%
EOG RESOURCES INC1.35%
US BANCORP DEL1.33%
REGENERON PHARMACEUTICALS INC1.32%
VALERO ENERGY CORP1.30%
MARATHON PETROLEUM CORP1.27%
PHILLIPS 661.25%
THE CIGNA GROUP1.19%
ROYAL CARIBBEAN CRUISES LTD1.15%
TRAVELERS COS IN1.12%
CHENIERE ENERGY INC1.05%
ONEOK INC1.03%
ALLSTATE CORPORATION0.93%
AIRBNB INC CLASS A0.89%
OCCIDENTAL PETROLEUM CORP0.86%
APOLLO GLOBAL MANAGEMENT INC0.80%
PAYPAL HOLDINGS0.78%
CARVANA CO CL A0.73%
AMERIPRISE FINANCIAL INC0.72%
AMERICAN INTERNATIONAL GROUP0.71%
EBAY INC0.71%
DELTA AIR LI0.71%
METLIFE INC0.67%
HARTFORD INSURANCE GROUP INC/THE0.65%
ARCH CAPITAL GROUP LTD0.64%
DIAMONDBACK ENERGY INC0.63%
ARCHER DANIELS MIDLAND CO0.59%
M&T BANK CORP0.55%
FIFTH THIRD BANCORP0.52%
COGNIZANT TECH SOLUTIONS CL A0.51%

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