Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
VDSIX vs LMUPX
Shared holdings
46
VDSIX covered by LMUPX
43.36%
LMUPX covered by VDSIX
43.36%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
VDSIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.87% | |
| APPLE INC | 7.78% | |
| MICROSOFT CORP | 5.96% | |
| ALPHABET INC CL C | 5.30% | |
| LILLY ELI and CO | 1.98% | |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND | 1.97% | |
| BROADCOM INC | 1.86% | |
| KLA CORP | 1.51% | |
| EOG RESOURCES INC | 1.49% | |
| JPMORGAN CHASE and CO | 1.48% | |
| AMAZON.COM INC | 1.38% | |
| ALTRIA GROUP INC | 1.36% | |
| CF INDUSTRIES HOLDINGS INC | 1.30% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.24% | |
| AMPHENOL CORPORATION CL A | 1.23% | |
| HCA HEALTHCARE INC | 1.20% | |
| ALLSTATE CORPORATION | 1.20% | |
| MCKESSON CORP | 1.14% | |
| EXPEDIA INC | 1.13% | |
| RALPH LAUREN CORP | 1.11% | |
| CASEY'S GENERAL | 1.11% | |
| VERIZON COMMUNICATIONS INC | 1.10% | |
| TECHNIPFMC PLC | 1.08% | |
| COMFORT SYSTEMS USA INC | 1.06% | |
| INTERACTIVE BROKERS GROUP INC | 1.04% | |
| POPULAR INC | 1.03% | |
| SYNCHRONY FINANCIAL | 1.03% | |
| AFFIL MANAGERS | 1.03% | |
| ADOBE INC | 0.98% | |
| CENCORA INC | 0.94% | |
| BRISTOL-MYERS SQUIBB CO | 0.94% | |
| FABRINET | 0.92% | |
| CISCO SYSTEMS INC | 0.91% | |
| NEWMONT CORP | 0.89% | |
| ABBVIE INC | 0.83% | |
| AMERIPRISE FINANCIAL INC | 0.82% | |
| JABIL INC | 0.81% | |
| ENSIGN GROUP INC | 0.79% | |
| DELTA AIR LI | 0.78% | |
| LOCKHEED MARTIN CORP | 0.76% | |
| BRIGHTSPRING HEALTH SERVICES INC | 0.73% | |
| EDISON INTL | 0.73% | |
| MILLICOM INTL CELLULAR S.A. COMMON STOCK USD1.5 | 0.73% | |
| PAYPAL HOLDINGS | 0.71% | |
| UNITED AIRLINES HOLDINGS INC | 0.71% | |
| GOLDMAN SACHS GROUP INC | 0.71% | |
| META PLATFORMS INC CL A | 0.70% | |
| INTL BUS MACH CORP | 0.69% | |
| SALESFORCE INC | 0.68% | |
| EMCOR GROUP INC | 0.68% |
LMUPX (Feb. 27, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.09% | |
| APPLE INC | 6.63% | |
| MICROSOFT CORP | 4.63% | |
| ALPHABET INC CL A | 3.14% | |
| AMAZON.COM INC | 2.68% | |
| META PLATFORMS INC CL A | 2.63% | |
| ALPHABET INC CL C | 2.57% | |
| BROADCOM INC | 1.95% | |
| WALMART INC | 1.54% | |
| MICRON TECHNOLOGY INC | 1.42% | |
| TESLA INC | 1.34% | |
| VISA INC-CLASS A | 1.34% | |
| GENERAL ELECTRIC CO | 1.27% | |
| ABBVIE INC | 1.26% | |
| Invesco Treasury Portfolio, Institutional Class | 1.25% | |
| JPMORGAN CHASE and CO | 1.14% | |
| LAM RESEARCH CORP | 1.12% | |
| CATERPILLAR INC | 1.11% | |
| CHEVRON CORP | 1.10% | |
| BERKSHIRE HATH-B | 1.06% | |
| MASTERCARD INC CL A | 1.06% | |
| GOLDMAN SACHS GROUP INC | 1.00% | |
| NEWMONT CORP | 0.99% | |
| WESTERN DIGITAL CORP | 0.94% | |
| CITIGROUP INC | 0.91% | |
| PROCTER & GAMBLE | 0.88% | |
| GILEAD SCIENCES INC | 0.88% | |
| BANK OF AMERICA CORPORATION | 0.87% | |
| AMGEN INC | 0.86% | |
| GENERAL MOTORS CO | 0.78% | |
| TJX COS INC | 0.78% | |
| CISCO SYSTEMS INC | 0.78% | |
| BANK OF NEW YORK MELLON CORP | 0.76% | |
| BRISTOL-MYERS SQUIBB CO | 0.76% | |
| PALANTIR TECHNOLOGIES INC | 0.76% | |
| MCKESSON CORP | 0.76% | |
| ALTRIA GROUP INC | 0.75% | |
| AT&T INC | 0.75% | |
| TAPESTRY INC | 0.75% | |
| CARDINAL HEALTH INC | 0.74% | |
| REGENERON PHARMACEUTICALS INC | 0.74% | |
| LOCKHEED MARTIN CORP | 0.73% | |
| COMCAST CORP CL A | 0.71% | |
| RTX CORP | 0.70% | |
| HCA HEALTHCARE INC | 0.70% | |
| QUALCOMM INC | 0.69% | |
| LOWES COS INC | 0.69% | |
| DOLLAR TREE INC | 0.69% | |
| APA CORP | 0.68% | |
| DEVON ENERGY CORP | 0.65% |
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