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GMAEX vs LOGIX

Shared holdings
4
GMAEX covered by LOGIX
9.65%
LOGIX covered by GMAEX
9.65%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GMAEX (Feb. 28, 2025)

SecurityWeight
INTERCONTINENTAL EXCHANGE INC4.57%
SAFRAN SA4.20%
THE BOOKING HOLDINGS INC4.09%
Compass Group PLC3.98%
INDITEX SA3.94%
RYANAIR HOLDINGS PLC SPON ADR3.54%
BROOKFIELD CORP CL A3.46%
AMERICAN EXPRESS CO3.38%
MARKEL GROUP INC3.37%
META PLATFORMS INC CL A3.35%
Amadeus IT Holding, S.A.3.24%
HILTON WORLDWIDE HOLDINGS INC3.24%
WELLS FARGO & CO3.24%
EOG RESOURCES INC2.92%
TEXAS INSTRUMENTS INC2.66%
FOMENTO ECON-UBD2.66%
ALPHABET INC CL A2.58%
GRUPO MEXICO-B2.43%
LAS VEGAS SANDS CORP2.36%
US BANCORP DEL2.31%
LVMH MOET HENNESSY LOUIS VUITTON SE2.18%
CHEVRON CORP2.01%
OTIS WORLDWIDE CORP1.85%
MICRON TECHNOLOGY INC1.77%
LAM RESEARCH CORP1.70%
DARLING INGREDIENTS INC1.67%
KNORR-BREMSE AG1.48%
BERKELEY GROUP1.44%
PERSIMMON1.37%
BEIERSDORF AG1.21%
Kerry Group Public Limited Company1.18%
Ashtead Group PLC1.15%
IMCD NV1.07%
HOWDEN JOINERY G0.93%
ASML Holding NV0.91%
NESTE OYJ0.73%
ASSA ABLOY AB SER B0.67%
BRADESPAR SA -PR0.64%
CANADIAN PACIFIC KANSAS CITY LTD0.64%
NORFOLK SOUTHERN CORP0.62%
CONOCOPHILLIPS0.62%
KINDER MORGAN INC0.60%
NORTHROP GRUMMAN CORP0.59%
ROCKWELL AUTOMATION INC0.59%
NUCOR CORP0.58%
VULCAN MATERIALS CO0.56%
MARTIN MAR MTLS0.54%
JACOBS SOLUTIONS INC0.47%
LOCKHEED MARTIN CORP0.46%
VALMONT INDUSTRIES INC0.45%

LOGIX (June 30, 2025)

SecurityWeight
MCKESSON CORP6.98%
MICROSOFT CORP5.87%
BERKSHIRE HATH-B5.73%
FISERV INC5.08%
ORACLE CORP4.90%
OCCIDENTAL PETROLEUM CORP4.82%
BROOKFIELD CORP CL A4.74%
MARKEL GROUP INC4.55%
VISA INC-CLASS A4.27%
Novartis AG4.22%
AIR PRODUCTS and CHEMICALS INC3.89%
HEINEKEN NV3.50%
TREASURY BILL3.50%
CME GROUP INC CL A3.24%
WALT DISNEY CO/T2.84%
COMCAST CORP CL A2.58%
HERSHEY CO/THE2.57%
ADOBE INC2.50%
U-HAUL HOLDING CO2.47%
LOCKHEED MARTIN CORP2.41%
THE BOOKING HOLDINGS INC2.37%
AON PLC2.22%
UNION PACIFIC CORP2.11%
FRANCO-NEVADA CORP2.05%
UNITEDHEALTH GRP2.02%
SAMSUNG ELE-PREF1.96%
Smith & Nephew PLC1.90%
CENTENE CORP1.57%
FIRST AM-TR OB-Z1.42%
DONALDSON CO INC1.06%
SAMSUNG ELECTRONICS CO LTD0.66%
KENVUE INC0.00%

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