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LOGIX vs MFSIX

Shared holdings
6
LOGIX covered by MFSIX
18.31%
MFSIX covered by LOGIX
18.31%

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%

MFSIX (Jan. 31, 2025)

SecurityWeight
ALPHABET INC CL C7.51%
MICROSOFT CORP7.50%
LILLY ELI and CO6.16%
COSTCO WHOLESALE CORP5.35%
APPLE INC4.51%
AMAZON.COM INC4.48%
VISA INC-CLASS A4.42%
JPMORGAN CHASE and CO3.74%
ORACLE CORP3.71%
NEXTERA ENERGY INC3.60%
UNITEDHEALTH GRP3.36%
PROGRESSIVE CORP OHIO3.08%
State Street Navigator Securities Lending Portfolio II2.93%
ACCENTURE PLC CL A2.91%
TJX COS INC2.78%
LINDE PLC2.75%
AGILENT TECHNOLOGIES INC2.68%
US BANCORP DEL2.37%
HOME DEPOT INC2.33%
DANAHER CORP2.31%
QUALCOMM INC2.23%
TEXAS INSTRUMENTS INC2.20%
ECOLAB INC2.19%
BLACKROCK INC2.15%
EQUIFAX INC2.03%
ANALOG DEVICES INC1.93%
KEYSIGHT TECHNOLOGIES INC1.88%
TE CONNECTIVITY PLC1.88%
SCHWAB CHARLES CORP1.83%
ADOBE INC1.24%
UNION PACIFIC CORP1.20%
VERTEX PHARMACEUTICALS INC0.74%

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