SXQG vs LCF overlap
SXQG and LCF overlap 20.7% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SXQG | LCF | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.76% | 7.59% | 5.76% |
| Nvidia Corp.NVDA | 5.65% | 7.39% | 5.65% |
| Microsoft Corp.MSFT | 5.24% | 7.13% | 5.24% |
| VISA Inc.-Class aV | 4.40% | 2.20% | 2.20% |
| Monster BeverageMNST | 1.34% | 1.75% | 1.34% |
| Netflix Inc.NFLX | 3.72% | 0.48% | 0.48% |
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: SXQG, SEC Form N-PORT, May 31, 2026; LCF, SEC Form N-PORT, June 30, 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: SXQG institutional holders, LCF institutional holders.
Frequently asked questions
How much do SXQG and LCF overlap?
20.7% by weight, with 6 holdings in common, using holdings for SXQG as of May 31, 2026 and LCF as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both SXQG and LCF?
0 Form 13F filers report positions in both, out of 15 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%.