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TLVCX vs TSGAX

Shared holdings
3
TLVCX covered by TSGAX
21.64%
TSGAX covered by TLVCX
21.64%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

TLVCX (March 31, 2026)

SecurityWeight
T/P HIGH DVD STK11.30%●
TP US LRG/MD CAP9.10%●
MONEYMKT6.13%●
LITTELFUSE INC2.90%
NEXTERA ENERGY INC2.78%
HUBBELL INC2.72%
EOG RESOURCES INC2.57%
CONOCOPHILLIPS2.43%
QNITY ELECTRONICS INC2.32%
CSX CORP2.30%
DEERE & CO2.20%
WEC ENERGY GROUP INC2.15%
MOTOROLA SOLUTIONS INC2.13%
SOUTHSTATE BANK CORP2.10%
O'REILLY AUTOMOTIVE INC2.07%
PROLOGIS INC REIT2.02%
PACKAGING CORP OF AMERICA2.02%
CULLEN FROST BANKERS INC2.01%
ADVANCED DRAINAGE SYSTEMS INC1.97%
GENERAL DYNAMICS CORPORATION1.93%
COSTCO WHOLESALE CORP1.88%
INTERCONTINENTAL EXCHANGE INC1.86%
MONOLITHIC POWER SYS INC1.85%
HCA HEALTHCARE INC1.80%
MICROCHIP TECHNOLOGY1.79%
CROWN HOLDINGS INC1.76%
WEYERHAEUSER CO1.76%
SHERWIN WILLIAMS CO1.73%
CACI INTL-A1.63%
STERIS PLC1.62%
REVVITY INC1.61%
MARZETTI COMPANY/THE1.61%
CADENCE DESIGN SYSTEMS INC1.60%
BROADCOM INC1.60%
WASTE CONNECTIONS INC1.56%
RAMBUS INC1.47%
CFD_EQS GOLDUS33 22569081.38%
ARTHUR J GALLAGHAR AND CO1.32%
DOMINOS PIZZA INC1.29%
MCCORMICK-N/V1.29%
POOL CORP1.25%
TYLER TECHNOLOGIES INC1.19%

TSGAX (March 31, 2026)

SecurityWeight
TP US LRG/MD CAP18.09%●
TIM PL-FIX-A18.08%
TP INTL ETF15.56%
TIM-INTL-A15.34%
TP US SM CAP COR11.40%
T/P HIGH DVD STK10.48%●
TIM-H/Y BND-A8.99%
MONEYMKT2.06%●

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