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LOGIX vs AQLGX

Shared holdings
5
LOGIX covered by AQLGX
15.56%
AQLGX covered by LOGIX
15.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

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%

AQLGX (Sept. 30, 2025)

SecurityWeight
ALPHABET INC CL A7.58%
MICROSOFT CORP7.50%
NVIDIA CORP6.58%
AMAZON.COM INC5.61%
AMPHENOL CORPORATION CL A5.06%
APPLE INC4.68%
BROADCOM INC4.42%
META PLATFORMS INC CL A3.98%
TJX COS INC3.40%
MASTERCARD INC CL A3.38%
ASML Holding NV - NY Reg Shares3.30%
THE BOOKING HOLDINGS INC3.15%
AUTOZONE INC3.07%
MERCADOLIBRE INC2.91%
FISERV INC2.85%
WASTE MANAGEMENT INC2.57%
EATON CORP PLC2.52%
THERMO FISHER SCIENTIFIC INC2.52%
BERKSHIRE HATH-B2.52%
ZOETIS INC CL A2.49%
S&P GLOBAL INC2.38%
SHERWIN WILLIAMS CO2.25%
VERISIGN INC2.14%
INTUIT INC2.11%
CONSTELLATION ENERGY CORP2.03%
VISA INC-CLASS A1.95%
KINSALE CAPITAL GROUP INC1.66%
COPART INC1.58%
BOOZ ALLEN HAMILTON HLDG CL A1.55%
US ULTRA BOND CBT Sep251.19%
AUTODESK INC1.07%

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