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LOGO vs IVES

Shared holdings
12
LOGO covered by IVES
39.66%
IVES covered by LOGO
39.66%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LOGO (March 31, 2026)

SecurityWeight
NETFLIX INC5.66%
NVIDIA CORP4.95%
MERCADOLIBRE INC4.92%
APPLE INC4.76%
UBER TECHNOLOGIES INC4.36%
SPOTIFY TECHNOLOGY SA4.26%
TAIWAN SEMIC MFG CO LTD SP ADR4.10%
GENERAL ELECTRIC CO4.04%
ALPHABET INC CL A3.97%
AMAZON.COM INC3.72%
LILLY ELI and CO3.72%
SERVICENOW INC3.70%
APOLLO GLOBAL MANAGEMENT INC3.58%
HEICO CORP3.40%
BLACKSTONE INC3.33%
MICROSOFT CORP3.14%
ALIBABA GROUP HOLDING LTD SPON ADR3.12%
SCHWAB CHARLES CORP3.11%
GE VERNOVA LLC3.07%
BROADCOM INC3.04%
TRANSDIGM GROUP INC2.96%
Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD2.91%
COSTCO WHOLESALE CORP2.67%
NU HOLDINGS LTD/CAYMAN ISLANDS2.51%
APPLOVIN CORP2.37%
PALANTIR TECHNOLOGIES INC2.25%
CBOE GLOBAL MARKETS INC2.23%
CME GROUP INC CL A2.16%
CROWDSTRIKE HOLDINGS INC1.62%
FRST AM-GV OB-X0.39%

IVES (April 30, 2026)

SecurityWeight
ADV MICRO DEVICE6.32%
BROADCOM INC5.44%
AMAZON.COM INC5.41%
ALPHABET INC CL A5.37%
TAIWAN SEMIC MFG CO LTD SP ADR4.94%
NVIDIA CORP4.83%
APPLE INC4.71%
MICRON TECHNOLOGY INC4.65%
MICROSOFT CORP4.43%
GE VERNOVA LLC4.24%
META PLATFORMS INC CL A4.17%
TESLA INC4.05%
ORACLE CORP3.44%
ALIBABA GROUP HOLDING LTD SPON ADR3.39%
PALANTIR TECHNOLOGIES INC3.22%
PALO ALTO NETWORKS INC3.00%
INTL BUS MACH CORP3.00%
SHOPIFY INC CL A2.83%
SALESFORCE INC2.72%
CROWDSTRIKE HOLDINGS INC2.67%
COREWEAVE INC2.55%
Nebius Group NV, Class A2.20%
SERVICENOW INC2.10%
SNOWFLAKE INC CL A1.73%
IREN LTD1.69%
MONGODB INC CL A1.68%
OKLO INC1.67%
ZSCALER INC1.39%
INNODATA INC1.00%
PEGASYSTEMS INC0.99%
Short-Term Investment0.15%

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