Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
STRN vs LFGCX
Shared holdings
7
STRN covered by LFGCX
23.80%
LFGCX covered by STRN
23.80%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 23 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
STRN (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FRST AM-GV OB-X | 12.66% | |
| VERTIV HOLDINGS CO | 7.56% | |
| MONSTER BEVERAGE CORP | 6.80% | |
| COMFORT SYSTEMS USA INC | 6.17% | |
| GENERAL ELECTRIC CO | 6.07% | |
| LILLY ELI and CO | 5.08% | |
| APPLE INC | 5.04% | |
| SIMON PROPERTY | 4.84% | |
| MICRON TECHNOLOGY INC | 4.51% | |
| SCHWAB CHARLES CORP | 4.21% | |
| CORNING INC | 3.95% | |
| WILLIAMS COS INC | 3.70% | |
| AMPHENOL CORPORATION CL A | 3.66% | |
| NVIDIA CORP | 3.15% | |
| LUMENTUM HOLDINGS INC | 3.12% | |
| TERADYNE INC | 3.05% | |
| WESTERN DIGITAL CORP | 2.95% | |
| COHERENT CORP | 2.72% | |
| LAM RESEARCH CORP | 2.48% | |
| ALPHABET INC CL C | 2.42% | |
| ALPHABET INC CL A | 2.41% | |
| ANALOG DEVICES INC | 2.04% | |
| Southern Copper Corporation COM USD0.01 | 1.40% |
LFGCX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 14.65% | |
| ALPHABET INC CL A | 9.70% | |
| APPLE INC | 6.31% | |
| AMAZON.COM INC | 6.00% | |
| COMFORT SYSTEMS USA INC | 5.09% | |
| BROADCOM INC | 4.67% | |
| LILLY ELI and CO | 4.09% | |
| GE VERNOVA LLC | 3.85% | |
| LAM RESEARCH CORP | 2.83% | |
| MICROSOFT CORP | 2.60% | |
| BLOOM ENERGY CORP CL A | 2.60% | |
| HOWMET AEROSPACE INC | 2.53% | |
| FIXED INC CLEARING CORP.REPO | 2.46% | |
| NATERA INC | 2.25% | |
| CARPENTER TECHNOLOGY CORP | 2.22% | |
| ARISTA NETWORKS INC | 2.21% | |
| GILEAD SCIENCES INC | 2.21% | |
| INTERACTIVE BROKERS GROUP INC | 2.17% | |
| PALANTIR TECHNOLOGIES INC | 2.00% | |
| META PLATFORMS INC CL A | 1.88% | |
| ARGENX SE SPONSORED ADR | 1.76% | |
| CLOUDFLARE INC-A | 1.71% | |
| CORNING INC | 1.54% | |
| SHOPIFY INC CL A | 1.50% | |
| CROWDSTRIKE HOLDINGS INC | 1.48% | |
| REVOLUTION MEDICINES INC | 1.28% | |
| APPLOVIN CORP | 1.25% | |
| MADRIGAL PHARMACEUTICALS INC | 1.22% | |
| COSTCO WHOLESALE CORP | 1.20% | |
| COGENT BIOSCIENCES INC | 1.08% | |
| GUARDANT HEALTH INC | 1.03% | |
| CIRCLE INTERNET GROUP INC A | 1.01% | |
| COREWEAVE INC | 0.94% | |
| Abivax SA SPONSORED ADS | 0.69% |
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