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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)

SecurityWeight
NVIDIA CORP7.87%
APPLE INC7.78%
MICROSOFT CORP5.96%
ALPHABET INC CL C5.30%
LILLY ELI and CO1.98%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND1.97%
BROADCOM INC1.86%
KLA CORP1.51%
EOG RESOURCES INC1.49%
JPMORGAN CHASE and CO1.48%
AMAZON.COM INC1.38%
ALTRIA GROUP INC1.36%
CF INDUSTRIES HOLDINGS INC1.30%
TAIWAN SEMIC MFG CO LTD SP ADR1.24%
AMPHENOL CORPORATION CL A1.23%
HCA HEALTHCARE INC1.20%
ALLSTATE CORPORATION1.20%
MCKESSON CORP1.14%
EXPEDIA INC1.13%
RALPH LAUREN CORP1.11%
CASEY'S GENERAL1.11%
VERIZON COMMUNICATIONS INC1.10%
TECHNIPFMC PLC1.08%
COMFORT SYSTEMS USA INC1.06%
INTERACTIVE BROKERS GROUP INC1.04%
POPULAR INC1.03%
SYNCHRONY FINANCIAL1.03%
AFFIL MANAGERS1.03%
ADOBE INC0.98%
CENCORA INC0.94%
BRISTOL-MYERS SQUIBB CO0.94%
FABRINET0.92%
CISCO SYSTEMS INC0.91%
NEWMONT CORP0.89%
ABBVIE INC0.83%
AMERIPRISE FINANCIAL INC0.82%
JABIL INC0.81%
ENSIGN GROUP INC0.79%
DELTA AIR LI0.78%
LOCKHEED MARTIN CORP0.76%
BRIGHTSPRING HEALTH SERVICES INC0.73%
EDISON INTL0.73%
MILLICOM INTL CELLULAR S.A. COMMON STOCK USD1.50.73%
PAYPAL HOLDINGS0.71%
UNITED AIRLINES HOLDINGS INC0.71%
GOLDMAN SACHS GROUP INC0.71%
META PLATFORMS INC CL A0.70%
INTL BUS MACH CORP0.69%
SALESFORCE INC0.68%
EMCOR GROUP INC0.68%

LMUPX (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP7.09%
APPLE INC6.63%
MICROSOFT CORP4.63%
ALPHABET INC CL A3.14%
AMAZON.COM INC2.68%
META PLATFORMS INC CL A2.63%
ALPHABET INC CL C2.57%
BROADCOM INC1.95%
WALMART INC1.54%
MICRON TECHNOLOGY INC1.42%
TESLA INC1.34%
VISA INC-CLASS A1.34%
GENERAL ELECTRIC CO1.27%
ABBVIE INC1.26%
Invesco Treasury Portfolio, Institutional Class1.25%
JPMORGAN CHASE and CO1.14%
LAM RESEARCH CORP1.12%
CATERPILLAR INC1.11%
CHEVRON CORP1.10%
BERKSHIRE HATH-B1.06%
MASTERCARD INC CL A1.06%
GOLDMAN SACHS GROUP INC1.00%
NEWMONT CORP0.99%
WESTERN DIGITAL CORP0.94%
CITIGROUP INC0.91%
PROCTER & GAMBLE0.88%
GILEAD SCIENCES INC0.88%
BANK OF AMERICA CORPORATION0.87%
AMGEN INC0.86%
GENERAL MOTORS CO0.78%
TJX COS INC0.78%
CISCO SYSTEMS INC0.78%
BANK OF NEW YORK MELLON CORP0.76%
BRISTOL-MYERS SQUIBB CO0.76%
PALANTIR TECHNOLOGIES INC0.76%
MCKESSON CORP0.76%
ALTRIA GROUP INC0.75%
AT&T INC0.75%
TAPESTRY INC0.75%
CARDINAL HEALTH INC0.74%
REGENERON PHARMACEUTICALS INC0.74%
LOCKHEED MARTIN CORP0.73%
COMCAST CORP CL A0.71%
RTX CORP0.70%
HCA HEALTHCARE INC0.70%
QUALCOMM INC0.69%
LOWES COS INC0.69%
DOLLAR TREE INC0.69%
APA CORP0.68%
DEVON ENERGY CORP0.65%

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