NPFE vs LSVD overlap
NPFE and LSVD overlap 21.9% by weight, across 61 shared holdings.
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Top shared holdings
| Holding | NPFE | LSVD | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 5.50% | 3.92% | 3.92% |
| Amazon.COM Inc.AMZN | 3.69% | 4.14% | 3.69% |
| Nvidia Corp.NVDA | 3.45% | 6.39% | 3.45% |
| Microsoft Corp.MSFT | 9.99% | 3.12% | 3.12% |
| Applied MaterialAMAT | 4.41% | 1.88% | 1.88% |
| Merck & CoMRK | 2.90% | 1.43% | 1.43% |
| Johnson&JohnsonJNJ | 3.25% | 0.70% | 0.70% |
| Apple Inc.AAPL | 0.64% | 4.94% | 0.64% |
| Adobe Inc.ADBE | 0.62% | 1.03% | 0.62% |
| Berkshire HATH-BBRK/B | 3.50% | 0.59% | 0.59% |
| Alphabet Inc.-CGOOG | 0.52% | 3.37% | 0.52% |
| VISA Inc.-Class aV | 3.13% | 0.42% | 0.42% |
| META Platforms-aMETA | 0.27% | 1.99% | 0.27% |
| Hubspot Inc.HUBS | 0.40% | 0.23% | 0.23% |
| Broadcom Inc.AVGO | 0.07% | 0.94% | 0.07% |
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: NPFE, SEC Form N-PORT, July 31, 2026; LSVD, 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: NPFE institutional holders, LSVD institutional holders.
Frequently asked questions
How much do NPFE and LSVD overlap?
21.9% by weight, with 61 holdings in common, using holdings for NPFE as of July 31, 2026 and LSVD as of July 31, 2026. The largest shared position is GOOGL.
Do institutions hold both NPFE and LSVD?
0 Form 13F filers report positions in both, out of 6 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%.