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MBOX vs WOGSX

Shared holdings
10
MBOX covered by WOGSX
17.97%
WOGSX covered by MBOX
17.97%

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.

MBOX (March 31, 2026)

SecurityWeight
Enterprise Products Partners LP2.91%
EXXON MOBIL CORP2.88%
CAN NATURAL RES2.71%
JPMORGAN CHASE and CO2.71%
CF INDUSTRIES HOLDINGS INC2.48%
MERCK & CO2.44%
KLA CORP2.44%
MORGAN STANLEY2.43%
ASML Holding NV2.42%
MLP2.40%
Novartis AG2.39%
EDISON INTL2.39%
MARATHON PETROLEUM CORP2.38%
EOG RESOURCES INC2.21%
BROADCOM INC2.20%
BRISTOL-MYERS SQUIBB CO2.15%
AMGEN INC2.12%
ASTRAZENECA PLC CVR RT2.07%
TRAVELERS COS IN2.00%
AGNICO EAGLE MINES LTD2.00%
HERSHEY CO/THE1.97%
HOME DEPOT INC1.95%
Garmin Ltd1.95%
REPUBLIC SVCS1.95%
CINCINNATI FINANCIAL CORP1.89%
LAMAR ADVERTISING CO CL A1.88%
MUELLER INDUSTRIES INC1.86%
NEXSTAR MEDIA GROUP INC1.82%
WILLIAMS-SONOMA INC1.81%
VOYA FINANCIAL INC1.80%
PROGRESSIVE CORP OHIO1.77%
OWENS CORNING INC1.74%
AMERIPRISE FINANCIAL INC1.73%
PRINCIPAL FINL GROUP INC1.73%
TORONTO-DOMINION BANK1.72%
BANK OZK1.67%
QUALCOMM INC1.67%
SLB LTD1.60%
UNITEDHEALTH GRP1.59%
Accenture PLC1.58%
TRACTOR SUPPLY CO.1.54%
THE CIGNA GROUP1.53%
AUTOMATIC DATA PROCESSING INC1.53%
FEDERAL AGRI MTG NON VTG CL C1.47%
CONSTELLATION BRANDS INC CL A1.46%
INGREDION INC1.45%
FIDELITY NATIONAL FINL INC1.45%
RYMAN HOSPITALITY PPTYS INC1.36%
BECTON DICKINSON and CO1.33%
VICI PROPERTIES1.32%

WOGSX (April 30, 2026)

SecurityWeight
AMAZON.COM INC9.12%
ALPHABET INC CL C6.74%
KLA CORP6.32%
CISCO SYSTEMS INC6.08%
JPMORGAN CHASE and CO5.73%
SCHWAB CHARLES CORP5.24%
AMGEN INC4.83%
ALPHABET INC CL A4.55%
LOWES COS INC4.32%
Mount Vernon Liquid Assets Portfolio, LLC4.09%
NXP SEMICONDUCTO3.93%
CHUBB LTD3.88%
META PLATFORMS INC CL A3.77%
QUALCOMM INC3.45%
Novartis AG3.39%
BROADCOM INC3.36%
LABCORP HOLDINGS INC2.47%
ROCKWELL AUTOMATION INC2.17%
MICROSOFT CORP2.09%
ADOBE INC2.08%
CFD_EQS GSILGB2X BJXBP412.08%
THE CIGNA GROUP1.93%
VISA INC-CLASS A1.82%
STATE STREET CORP1.39%
EOG RESOURCES INC1.03%
SLB LTD1.01%
BRISTOL-MYERS SQUIBB CO0.88%
SALESFORCE INC0.86%
AIRBNB INC CLASS A0.76%
US ULTRA BOND CBT Sep250.64%

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