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USPFX vs LCF

Shared holdings
10
USPFX covered by LCF
34.28%
LCF covered by USPFX
34.28%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

USPFX (March 31, 2026)

SecurityWeight
APPLE INC7.74%
JPMORGAN CHASE and CO7.67%
MICROSOFT CORP7.07%
META PLATFORMS INC CL A7.03%
GOLDMAN SACHS GROUP INC5.60%
DOLLAR TREE INC5.48%
FEDEX CORP5.38%
JOHNSON&JOHNSON4.42%
EXXON MOBIL CORP4.19%
BOEING CO/THE3.53%
UNITEDHEALTH GRP3.39%
PG&E CORP3.38%
BANK OF AMERICA CORPORATION3.19%
SLB LTD3.18%
NIKE INC CL B3.15%
STARBUCKS CORP3.08%
WALT DISNEY CO/T3.01%
SIMON PROPERTY2.95%
CHEVRON CORP2.89%
MERCK & CO2.87%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT2.51%
HOME DEPOT INC2.36%
MONEYMKT2.13%
LVMH MOET HENNESSY-UNSP ADR Sponsored ADR2.05%
TARGET CORP1.76%

LCF (March 31, 2026)

SecurityWeight
ALPHABET INC CL C8.45%
MICROSOFT CORP7.77%
APPLE INC7.55%
NVIDIA CORP7.07%
META PLATFORMS INC CL A5.65%
AMAZON.COM INC5.51%
DREY-GVT CSH-I3.30%
BANK OF AMERICA CORPORATION3.07%
EXXON MOBIL CORP3.01%
PHILIP MORRIS INTL INC2.47%
VISA INC-CLASS A2.13%
JOHNSON&JOHNSON2.11%
ORACLE CORP2.04%
SCHWAB CHARLES CORP2.02%
APPLIED MATERIALS INC2.01%
GOLDMAN SACHS GROUP INC1.97%
BOEING CO/THE1.84%
MEDTRONIC PLC1.81%
BERKSHIRE HATH-B1.79%
MARKEL GROUP INC1.75%
TEXAS INSTRUMENTS INC1.56%
AIRBNB INC CLASS A1.54%
JONES LANG LASALLE INC1.45%
DEERE & CO1.44%
MONSTER BEVERAGE CORP1.44%
BROADCOM INC1.41%
BECTON DICKINSON and CO1.40%
HCA HEALTHCARE INC1.38%
SALESFORCE INC1.35%
LPL FINL HLDGS INC1.33%
BRISTOL-MYERS SQUIBB CO1.19%
UNITEDHEALTH GRP1.05%
HUBBELL INC0.99%
SS&C TECHNOLOGIE0.98%
WALT DISNEY CO/T0.96%
WORKDAY INC CL A0.80%
UBER TECHNOLOGIES INC0.78%
COMCAST CORP CL A0.76%
CENCORA INC0.73%
NETFLIX INC0.72%
LAS VEGAS SANDS CORP0.69%
BIOMARIN PHARMACEUTICAL INC0.63%
INTL FLVR & FRAG0.62%
RTX CORP0.61%
STANLEY BLACK and DECKER INC0.58%
WATERS CORP0.29%

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