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BBLIX vs ROGSX

Shared holdings
10
BBLIX covered by ROGSX
35.86%
ROGSX covered by BBLIX
35.86%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BBLIX (Oct. 31, 2025)

SecurityWeight
ALPHABET INC CL C7.95%
MICROSOFT CORP7.36%
KLA CORP6.70%
MASTERCARD INC CL A5.67%
ORACLE CORP5.52%
AMAZON.COM INC5.11%
BERKSHIRE HATH-B4.25%
APPLE INC3.79%
WASTE MANAGEMENT INC3.35%
THE BOOKING HOLDINGS INC3.34%
LINDE PLC3.08%
THERMO FISHER SCIENTIFIC INC2.97%
APPLIED MATERIALS INC2.96%
ARTHUR J GALLAGHAR AND CO2.88%
S&P GLOBAL INC2.77%
ABBOTT LABS2.40%
ZOETIS INC CL A2.32%
PROGRESSIVE CORP OHIO2.22%
WALMART INC2.03%
ADOBE INC2.02%
AUTOMATIC DATA PROCESSING INC2.02%
NIKE INC CL B1.91%
CADENCE DESIGN SYSTEMS INC1.90%
SERVICENOW INC1.86%
CFD_EQS GSILGB2X BJXBP411.81%
NVIDIA CORP1.77%
COSTCO WHOLESALE CORP1.76%
OTIS WORLDWIDE CORP1.68%
LILLY ELI and CO1.63%
TEXAS INSTRUMENTS INC1.36%
PROCTER & GAMBLE1.00%
MCDONALDS CORP0.99%
COCA-COLA CO/THE0.71%
ANALOG DEVICES INC0.58%
OPTION0.28%

ROGSX (April 30, 2026)

SecurityWeight
ALPHABET INC CL C10.26%
BROADCOM INC9.55%
AMAZON.COM INC8.97%
NVIDIA CORP6.88%
KLA CORP6.83%
CISCO SYSTEMS INC5.89%
MICROSOFT CORP5.22%
ADV MICRO DEVICE4.10%
VISA INC-CLASS A3.82%
SYNOPSYS INC3.79%
APPLE INC3.70%
NXP SEMICONDUCTO3.53%
META PLATFORMS INC CL A3.50%
NETAPP INC2.73%
AMPHENOL CORPORATION CL A2.65%
ALPHABET INC CL A2.48%
LOCKHEED MARTIN CORP2.11%
NETFLIX INC2.11%
MASTERCARD INC CL A1.92%
ADOBE INC1.91%
AKAMAI TECHNOLOGIES INC1.35%
ACCENTURE PLC-A1.15%
US ULTRA BOND CBT Sep251.02%
CADENCE DESIGN SYSTEMS INC0.98%
QUALCOMM INC0.88%
INTUIT INC0.79%
WORKDAY INC CL A0.74%
ORACLE CORP0.60%
Mount Vernon Liquid Assets Portfolio, LLC0.54%

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