Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
UDI vs LEIFX
Shared holdings
14
UDI covered by LEIFX
26.02%
LEIFX covered by UDI
26.02%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
UDI (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JOHNSON&JOHNSON | 4.57% | |
| CONOCOPHILLIPS | 4.43% | |
| GSK plc SPONSORED ADR | 4.17% | |
| ABBVIE INC | 3.97% | |
| STATE STREET CORP | 3.60% | |
| PHILLIPS 66 | 3.29% | |
| EXELON CORP | 3.20% | |
| EAST WEST BNCRP | 3.06% | |
| CAN NATURAL RES | 3.05% | |
| OLD REPUBLIC INTL CORP | 3.02% | |
| MEDTRONIC PLC | 2.86% | |
| LAMAR ADVERTISING CO CL A | 2.79% | |
| CME GROUP INC CL A | 2.70% | |
| VERIZON COMMUNICATIONS INC | 2.62% | |
| CITIGROUP INC | 2.51% | |
| GILEAD SCIENCES INC | 2.47% | |
| SNAP-ON INCORPORATED | 2.44% | |
| GAP INC/THE | 2.38% | |
| ENTERGY CORP | 2.38% | |
| EQUITY LIFESTYLE PPTYS INC | 2.36% | |
| BANK OF AMERICA CORPORATION | 2.35% | |
| PAYCHEX INC | 2.28% | |
| EASTMAN CHEMICAL CO | 2.21% | |
| HOST HOTELS & RE | 2.14% | |
| NUTRIEN LTD | 2.14% | |
| M&T BANK CORP | 2.07% | |
| OMNICOM GROUP INC | 2.02% | |
| GOLDMAN SACHS GROUP INC | 2.01% | |
| BANK OF NEW YORK MELLON CORP | 1.99% | |
| US BANCORP DEL | 1.98% | |
| CISCO SYSTEMS INC | 1.98% | |
| REGIONS FINANCIAL CORP | 1.95% | |
| HORMEL FOODS CRP | 1.88% | |
| COMCAST CORP CL A | 1.72% | |
| TEXAS INSTRUMENTS INC | 1.57% | |
| TC ENERGY CORP | 1.55% | |
| CMS ENERGY CORP | 1.52% | |
| OGE ENERGY CORP | 1.46% | |
| DREY-GVT CSH-I | 1.28% | |
| COCA-COLA CO/THE | 1.08% | |
| STAG INDUSTRIAL INC CL A | 0.96% |
LEIFX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| JPMORGAN CHASE and CO | 3.37% | |
| DARDEN RESTAURANTS INC | 3.37% | |
| DEUTSCHE TELEKOM | 3.22% | |
| PAYCHEX INC | 2.92% | |
| ABBOTT LABS | 2.82% | |
| BANK OF AMERICA CORPORATION | 2.82% | |
| AMGEN INC | 2.78% | |
| EXXON MOBIL CORP | 2.77% | |
| ENTERGY CORP | 2.59% | |
| KPN (KONIN) NV | 2.52% | |
| CONOCOPHILLIPS | 2.50% | |
| TEXAS INSTRUMENTS INC | 2.43% | |
| PPL CORPORATION | 2.39% | |
| WEC ENERGY GROUP INC | 2.38% | |
| CITIZENS FINANCIAL GROUP INC | 2.35% | |
| BRITISH AMERICAN TOBACCO PLC | 2.34% | |
| TARGA RESOURCES CORP | 2.31% | |
| PHILIP MORRIS INTL INC | 2.30% | |
| CME GROUP INC CL A | 2.30% | |
| CITIGROUP INC | 2.29% | |
| PNC FINANCIAL SERVICES GRP INC | 2.21% | |
| MEDTRONIC PLC | 2.15% | |
| ZURICH INSURANCE | 2.05% | |
| XCEL ENERGY INC | 2.01% | |
| ABBVIE INC | 1.98% | |
| AMDOCS LTD | 1.96% | |
| AMERICAN TOWER CORP | 1.95% | |
| WELLS FARGO & CO | 1.92% | |
| CENTERPOINT ENERGY INC | 1.85% | |
| NEXTERA ENERGY INC | 1.72% | |
| EQUINIX INC | 1.62% | |
| PROCTER & GAMBLE | 1.58% | |
| MCCORMICK-N/V | 1.54% | |
| JOHNSON&JOHNSON | 1.54% | |
| PROLOGIS INC REIT | 1.52% | |
| US BANCORP DEL | 1.47% | |
| ATMOS ENERGY CORP | 1.30% | |
| AMCOR PLC | 1.16% | |
| SYSCO CORP | 1.14% | |
| WATSCO INC | 1.12% | |
| STARBUCKS CORP | 1.10% | |
| PEPSICO INC | 1.09% | |
| SNAP-ON INCORPORATED | 1.08% | |
| BANK OF NEW YORK MELLON CORP | 1.07% | |
| WILLIAMS COS INC | 1.06% | |
| COCA-COLA CO/THE | 1.05% | |
| KIMCO REALTY CORPORATION | 1.02% | |
| MCDONALDS CORP | 0.96% | |
| NIKE INC CL B | 0.95% | |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 0.85% |
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