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XLC vs LTL

Shared holdings
22
XLC covered by LTL
75.04%
LTL covered by XLC
75.04%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 24 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

XLC (March 31, 2026)

SecurityWeight
META PLATFORMS INC CL A18.08%
ALPHABET INC CL A10.58%
ALPHABET INC CL C8.48%
NETFLIX INC5.87%
AT&T INC5.01%
ELECTRONIC ARTS INC4.79%
VERIZON COMMUNICATIONS INC4.65%
WARNER BROS DISCOVERY INC4.64%
T-MOBILE US INC4.62%
WALT DISNEY CO/T4.49%
COMCAST CORP CL A4.41%
TAKE-TWO INTERACTV SOFTWR INC4.39%
LIVE NATION ENTERTAINMENT INC3.28%
OMNICOM GROUP INC3.23%
CHARTER COMMUNICATIONS INC A2.53%
ECHOSTAR CORP CL A2.15%
TKO GROUP HOLDINGS INC1.82%
FOX CORP CL A1.60%
TRADE DESK INC-A1.36%
NEWS CORP NEW CL A1.26%
FOX CORPORATION B1.02%
State Street Navigator Securities Lending Portfolio II0.90%
NEWS CORP NEW CL B0.47%
PARAMOUNT SKYDANCE CORP0.38%

LTL (Feb. 28, 2026)

SecurityWeight
META PLATFORMS INC CL A14.75%
Repurchase Agreement14.14%
US ULTRA BOND CBT Sep259.77%
ALPHABET INC CL A8.05%
ALPHABET INC CL C6.44%
NETFLIX INC4.26%
VERIZON COMMUNICATIONS INC4.24%
AT&T INC3.88%
COMCAST CORP CL A3.79%
T-MOBILE US INC3.76%
ELECTRONIC ARTS INC3.32%
WALT DISNEY CO/T3.29%
WARNER BROS DISCOVERY INC3.22%
TAKE-TWO INTERACTV SOFTWR INC2.90%
OMNICOM GROUP INC2.66%
LIVE NATION ENTERTAINMENT INC2.50%
CHARTER COMMUNICATIONS INC A2.02%
TKO GROUP HOLDINGS INC1.45%
FOX CORP CL A1.15%
TRADE DESK INC-A1.02%
NEWS CORP NEW CL A0.89%
FOX CORPORATION B0.75%
MATCH GROUP INC0.73%
PARAMOUNT SKYDANCE CORP0.41%
NEWS CORP NEW CL B0.32%
Invesco Government & Agency Portfolio, Institutional Class0.29%

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