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ULTY vs LGLAX

Shared holdings
10
ULTY covered by LGLAX
24.02%
LGLAX covered by ULTY
24.02%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ULTY (Jan. 31, 2026)

SecurityWeight
PALANTIR TECHNOLOGIES INC6.06%
QUANTA SVCS INC5.63%
LAM RESEARCH CORP5.09%
US ULTRA BOND CBT Sep255.07%
NVIDIA CORP4.96%
REDDIT INC-A4.87%
VANECK GOLD MINERS ETF/USA CL USD INC 0.000000004.84%
ALPHABET INC CL A4.81%
Southern Copper Corporation COM USD0.014.67%
IREN LTD3.82%
Amplify Junior Silver Miners ETF3.77%
ANALOG DEVICES INC3.56%
JABIL INC3.56%
ROBINHOOD MARKETS INC3.54%
STRATEGY INC CL A3.47%
LUMENTUM HOLDINGS INC3.10%
COHERENT CORP3.09%
CIENA CORP2.97%
AMAZON.COM INC2.91%
NUSCALE POWER CORP2.82%
COMFORT SYSTEMS USA INC2.80%
Direxion Daily 20+ Year Treasury Bull 3X Shares2.63%
ASTERA LABS INC2.38%
APPLIED MATERIALS INC2.37%
ROBLOX CORP - A2.34%
LILLY ELI and CO1.80%
MONGODB INC CL A1.64%
INTUIT INC1.42%

LGLAX (April 30, 2026)

SecurityWeight
NVIDIA CORP12.54%
ALPHABET INC CL A8.02%
APPLE INC5.37%
AMAZON.COM INC5.14%
FIXED INC CLEARING CORP.REPO3.84%
BROADCOM INC3.58%
COMFORT SYSTEMS USA INC3.27%
LILLY ELI and CO3.14%
GENERAL ELECTRIC CO2.26%
META PLATFORMS INC CL A2.25%
LAM RESEARCH CORP2.10%
GE VERNOVA LLC2.10%
NATERA INC2.03%
ARISTA NETWORKS INC1.84%
PALANTIR TECHNOLOGIES INC1.75%
CLOUDFLARE INC-A1.73%
MONOLITHIC POWER SYS INC1.63%
GILEAD SCIENCES INC1.44%
HOWMET AEROSPACE INC1.35%
ANALOG DEVICES INC1.34%
INTERACTIVE BROKERS GROUP INC1.28%
ARGENX SE SPONSORED ADR1.27%
CARPENTER TECHNOLOGY CORP1.22%
MICROSOFT CORP1.19%
SHOPIFY INC CL A1.13%
EMCOR GROUP INC1.13%
MICRON TECHNOLOGY INC1.05%
LUMENTUM HOLDINGS INC1.04%
BLOOM ENERGY CORP CL A1.03%
CORNING INC1.02%
APPLOVIN CORP1.01%
REVOLUTION MEDICINES INC1.00%
HILTON WORLDWIDE HOLDINGS INC0.95%
VERTIV HOLDINGS CO0.95%
GUARDANT HEALTH INC0.92%
COSTCO WHOLESALE CORP0.91%
VERTEX PHARMACEUTICALS INC0.91%
CARVANA CO CL A0.87%
AMPHENOL CORPORATION CL A0.86%
KLA CORP0.77%
ADV MICRO DEVICE0.75%
Abivax SA SPONSORED ADS0.73%
NEXTRACKER INC CL A0.72%
MADRIGAL PHARMACEUTICALS INC0.70%
L3HARRIS TECHNOLOGIES INC0.68%
KARMAN HOLDINGS INC0.65%
TE CONNECTIVITY PLC0.64%
CROWDSTRIKE HOLDINGS INC0.62%
CIRCLE INTERNET GROUP INC A0.62%
LATTICE SEMICONDUCTOR CORP0.61%

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