LSVD vs JVAL overlap
LSVD and JVAL overlap 38.5% by weight, across 91 shared holdings.
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Top shared holdings
| Holding | LSVD | JVAL | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 3.12% | 2.10% | 2.10% |
| Apple Inc.AAPL | 4.94% | 2.06% | 2.06% |
| Alphabet Inc.-aGOOGL | 3.92% | 2.00% | 2.00% |
| META Platforms-aMETA | 1.99% | 1.73% | 1.73% |
| Nvidia Corp.NVDA | 6.39% | 1.73% | 1.73% |
| Micron TechMU | 1.71% | 1.69% | 1.69% |
| Applied MaterialAMAT | 1.88% | 1.07% | 1.07% |
| Merck & CoMRK | 1.43% | 0.95% | 0.95% |
| Broadcom Inc.AVGO | 0.94% | 1.91% | 0.94% |
| Cisco SystemsCSCO | 1.75% | 0.90% | 0.90% |
| LAM ResearchLRCX | 0.82% | 1.04% | 0.82% |
| Citigroup Inc.C | 0.79% | 0.72% | 0.72% |
| Johnson&JohnsonJNJ | 0.70% | 1.62% | 0.70% |
| Western DigitalWDC | 0.92% | 0.68% | 0.68% |
| Gilead SciencesGILD | 0.87% | 0.62% | 0.62% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: LSVD, SEC Form N-PORT, July 31, 2026; JVAL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: LSVD institutional holders, JVAL institutional holders.
Frequently asked questions
How much do LSVD and JVAL overlap?
38.5% by weight, with 91 holdings in common, using holdings for LSVD as of July 31, 2026 and JVAL as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both LSVD and JVAL?
0 Form 13F filers report positions in both, out of 171 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.