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LOGIX vs BBLIX

Shared holdings
5
LOGIX covered by BBLIX
19.42%
BBLIX covered by LOGIX
19.42%

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%

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%

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