Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LOGIX vs MSBWX
Shared holdings
5
LOGIX covered by MSBWX
17.46%
MSBWX covered by LOGIX
17.46%
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)
| Security | Weight | |
|---|---|---|
| MCKESSON CORP | 6.98% | |
| MICROSOFT CORP | 5.87% | |
| BERKSHIRE HATH-B | 5.73% | |
| FISERV INC | 5.08% | |
| ORACLE CORP | 4.90% | |
| OCCIDENTAL PETROLEUM CORP | 4.82% | |
| BROOKFIELD CORP CL A | 4.74% | |
| MARKEL GROUP INC | 4.55% | |
| VISA INC-CLASS A | 4.27% | |
| Novartis AG | 4.22% | |
| AIR PRODUCTS and CHEMICALS INC | 3.89% | |
| HEINEKEN NV | 3.50% | |
| TREASURY BILL | 3.50% | |
| CME GROUP INC CL A | 3.24% | |
| WALT DISNEY CO/T | 2.84% | |
| COMCAST CORP CL A | 2.58% | |
| HERSHEY CO/THE | 2.57% | |
| ADOBE INC | 2.50% | |
| U-HAUL HOLDING CO | 2.47% | |
| LOCKHEED MARTIN CORP | 2.41% | |
| THE BOOKING HOLDINGS INC | 2.37% | |
| AON PLC | 2.22% | |
| UNION PACIFIC CORP | 2.11% | |
| FRANCO-NEVADA CORP | 2.05% | |
| UNITEDHEALTH GRP | 2.02% | |
| SAMSUNG ELE-PREF | 1.96% | |
| Smith & Nephew PLC | 1.90% | |
| CENTENE CORP | 1.57% | |
| FIRST AM-TR OB-Z | 1.42% | |
| DONALDSON CO INC | 1.06% | |
| SAMSUNG ELECTRONICS CO LTD | 0.66% | |
| KENVUE INC | 0.00% |
MSBWX (Dec. 31, 2025)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 8.61% | |
| ALPHABET INC CL A | 6.53% | |
| VISA INC-CLASS A | 5.45% | |
| COCA-COLA CO/THE | 4.93% | |
| INTERCONTINENTAL EXCHANGE INC | 4.72% | |
| TEXAS INSTRUMENTS INC | 4.64% | |
| S&P GLOBAL INC | 4.33% | |
| PROCTER & GAMBLE | 4.20% | |
| AUTOZONE INC | 4.10% | |
| ZOETIS INC CL A | 3.84% | |
| THERMO FISHER SCIENTIFIC INC | 3.73% | |
| ARTHUR J GALLAGHAR AND CO | 3.71% | |
| FERRARI NV | 3.54% | |
| OTIS WORLDWIDE CORP | 3.45% | |
| ROPER TECHNOLOGIES INC | 3.33% | |
| BROADRIDGE FINL | 3.20% | |
| AUTOMATIC DATA PROCESSING INC | 2.98% | |
| AON PLC | 2.96% | |
| SYNOPSYS INC | 2.87% | |
| CME GROUP INC CL A | 2.73% | |
| UBER TECHNOLOGIES INC | 2.66% | |
| THE BOOKING HOLDINGS INC | 2.59% | |
| MSCI INC | 2.54% | |
| ABBOTT LABS | 2.50% | |
| STERIS PLC | 2.49% | |
| EQUIFAX INC | 1.76% | |
| PHILIP MORRIS INTL INC | 1.60% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.