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WIREX vs LRND

Shared holdings
10
WIREX covered by LRND
53.21%
LRND covered by WIREX
53.21%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 20 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

WIREX (March 31, 2026)

SecurityWeight
NVIDIA CORP20.16%
ALPHABET INC CL A12.59%
APPLE INC7.55%
MICROSOFT CORP7.30%
BROADCOM INC4.86%
KLA CORP4.85%
APPLIED MATERIALS INC4.77%
ORACLE CORP4.21%
META PLATFORMS INC CL A4.11%
LAM RESEARCH CORP3.94%
MOTOROLA SOLUTIONS INC3.82%
QUALCOMM INC3.57%
ADV MICRO DEVICE3.53%
T-MOBILE US INC3.00%
APPLOVIN CORP2.50%
TAIWAN SEMIC MFG CO LTD SP ADR2.34%
MONEYMKT2.14%
CISCO SYSTEMS INC1.95%
PAYPAL HOLDINGS1.61%
Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK11.20%

LRND (April 30, 2026)

SecurityWeight
NVIDIA CORP14.75%
APPLE INC12.72%
MICROSOFT CORP10.18%
ALPHABET INC CL A10.12%
LILLY ELI and CO5.19%
AMAZON.COM INC4.63%
BROADCOM INC4.55%
META PLATFORMS INC CL A4.18%
CISCO SYSTEMS INC1.47%
LAM RESEARCH CORP1.31%
PEPSICO INC1.27%
APPLIED MATERIALS INC1.27%
AMGEN INC1.10%
EATON CORP PLC0.99%
Vanguard Consumer Discretionary ETF0.98%
STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR0.98%
FMR-CONS DIS IND0.98%
INTUITIVE SURGICAL INC0.95%
DEERE & CO0.94%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND0.88%
ARISTA NETWORKS INC0.88%
Fidelity MSCI Information Technology Index ETF0.88%
VANGUARD INF T E0.88%
QUALCOMM INC0.78%
VERTIV HOLDINGS CO0.74%
TRANE TECHNOLOGIES PLC0.64%
VERTEX PHARMACEUTICALS INC0.64%
PALO ALTO NETWORKS INC0.59%
MARVELL TECHNOLOGY INC0.59%
Fidelity MSCI Communication Services Index ETF0.53%
State Street Communication Services Select Sector SPDR ETF0.53%
AUTOMATIC DATA PROCESSING INC0.50%
SHERWIN WILLIAMS CO0.47%
CROWDSTRIKE HOLDINGS INC0.46%
ILLINOIS TOOL WORKS INC0.44%
INTUIT INC0.44%
REGENERON PHARMACEUTICALS INC0.43%
ADOBE INC0.40%
COLGATE-PALMOLIVE CO0.40%
TRANSDIGM GROUP INC0.38%
SYNOPSYS INC0.38%
SERVICENOW INC0.37%
CADENCE DESIGN SYSTEMS INC0.37%
AIRBNB INC CLASS A0.35%
MONOLITHIC POWER SYS INC0.32%
CORTEVA INC0.32%
ELECTRONIC ARTS INC0.30%
ZOETIS INC CL A0.28%
GARMIN LTD0.28%
ROCKET LAB CORP0.28%

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