Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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6

Number of overlapping holdings

13.3%

% of LCF's 45 holdings also in DUSA

27.3%

% of DUSA's 21 holdings also in LCF

Overlap by Weight
Sector Drift (LCF minus DUSA)
Overlapping Holdings

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Company Weight
in LCF
Weight
in DUSA
Overlap
ALPHABET INC. CLASS C 5.5% 5.0% 5.0%
AMAZON.COM INC 4.7% 8.8% 4.7%
BERKSHIRE HATHAWAY INC-CL B 4.6% 11.3% 4.6%
META PLATFORMS INC 4.5% 12.7% 4.5%
MARKEL CORP 1.6% 6.1% 1.6%

Position Highlights (Non-Overlapping Exposures)
LCF Overweight Relative to DUSA
MICROSOFT CORP 9.7%
APPLE INC 7.6%
UNITEDHEALTH GROUP INC 3.3%
JOHNSON & JOHNSON 2.5%
VISA INC. CLASS A 2.4%
SALESFORCE.COM INC 2.4%
ORACLE CORP 2.3%
AMERISOURCEBERGEN CORP 2.3%
GOLDMAN SACHS GROUP INC 2.2%
EXXON MOBIL CORP 2.1%
LCF Underweight Relative to DUSA
CAPITAL ONE FINANCIAL CORP -10.2%
META PLATFORMS INC -8.2%
BERKSHIRE HATHAWAY INC-CL B -6.7%
WELLS FARGO & CO -5.9%
MGM MIRAGE -5.3%
VIATRIS, INC. -4.9%
MARKEL CORP -4.5%
CIGNA CORPORATION -4.3%
BANK OF NEW YORK MELLON CORP -4.3%
AMAZON.COM INC -4.1%
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