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LOGOX vs CVRD

Shared holdings
7
LOGOX covered by CVRD
16.44%
CVRD covered by LOGOX
16.44%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LOGOX (March 31, 2026)

SecurityWeight
SPDR GOLD SHARES ETF5.47%
OCCIDENTAL PETROLEUM CORP5.31%
ISHARES SILVER TRUST5.19%
MCKESSON CORP4.53%
SAMSUNG ELE-PREF4.10%
FRANCO-NEVADA CORP3.57%
UNION PACIFIC CORP3.13%
MICROSOFT CORP2.87%
MARKEL GROUP INC2.82%
BROOKFIELD CORP CL A2.82%
BERKSHIRE HATH-B2.79%
META PLATFORMS INC CL A2.74%
VISA INC-CLASS A2.71%
OTIS WORLDWIDE CORP2.50%
ZOETIS INC CL A2.49%
CME GROUP INC CL A2.46%
Novartis AG2.43%
THE BOOKING HOLDINGS INC2.36%
HERSHEY CO/THE2.22%
AGILENT TECHNOLOGIES INC2.13%
ADOBE INC2.05%
CHUBB LTD1.95%
FIRST AM-TR OB-Z1.94%
AON PLC1.83%
MARSH & MCLENNAN1.68%
Tennessee Valley Authority, Series A, Pfd.1.66%
Tennessee Valley Authority, Series D, Pfd.1.66%
WALT DISNEY CO/T1.60%
Goldman Sachs Group, Inc., The1.60%
THERMO FISHER SCIENTIFIC INC1.52%
U-HAUL HOLDING CO1.49%
LOCKHEED MARTIN CORP1.35%
FNMA, Series S1.24%
CENTENE CORP1.21%
MUSA 5 5/8 05/01/271.15%
U.S. Treasury Inflation-Protected Notes 1.75%, Due 01/15/20341.13%
UNITEDHEALTH GRP1.12%
CVS HEALTH CORP1.11%
GDL FD CUM RED PFD SE G0.83%
Lockheed Martin Corp0.71%
State of Oregon0.61%
US TREASURY N/B0.52%
San Jose Redevelopment Agency Successor Agency0.52%
U.S. Treasury Bills0.51%
Los Angeles Unified School District/CA0.48%
State of California0.44%
CALIFORNIA-REF-TXBL0.42%
CALIFORNIA ST-TXBL-B0.41%
San Francisco City & County Airport Comm-San Francisco International Airport0.36%
CA TXB-VAR PURP0.36%

CVRD (March 31, 2026)

SecurityWeight
ARCHER DANIELS MIDLAND CO3.93%
DANAHER CORP3.88%
MICROCHIP TECHNOLOGY3.68%
TRANSOCEAN LTD3.58%
MICROSOFT CORP3.48%
US BANK MMDA - USBGFS 93.47%
MATADOR RESOURCES COMPANY3.42%
T-MOBILE US INC3.23%
AMAZON.COM INC3.20%
PEPSICO INC3.18%
AGILENT TECHNOLOGIES INC3.08%
ADOBE INC3.04%
QUALCOMM INC3.00%
ACCENTURE PLC CL A2.99%
VISA INC-CLASS A2.92%
LOWES COS INC2.89%
AMERICAN TOWER CORP2.85%
BLACKROCK INC2.74%
HONEYWELL INTL INC2.70%
MARSH & MCLENNAN2.66%
SALESFORCE INC2.66%
BROADCOM INC2.64%
UNION PACIFIC CORP2.55%
CONSTELLATION BRANDS INC CL A2.48%
COMCAST CORP CL A2.47%
FISERV INC2.46%
META PLATFORMS INC CL A2.44%
NEWMONT CORP2.31%
PAYPAL HOLDINGS2.19%
AES CORP2.12%
LAS VEGAS SANDS CORP2.07%
PALO ALTO NETWORKS INC2.05%
SYNOPSYS INC2.03%
TEXAS INSTRUMENTS INC1.99%
ILLINOIS TOOL WORKS INC1.93%
NIKE INC CL B1.68%

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