Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
RW vs LOGO
Shared holdings
10
RW covered by LOGO
28.62%
LOGO covered by RW
28.62%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
RW (April 30, 2026)
| Security | Weight | |
|---|---|---|
| Diploma PLC | 7.20% | |
| FRST AM-GV OB-X | 6.20% | |
| LOAR HOLDINGS INC | 5.84% | |
| HEICO CORP | 4.54% | |
| ALPHABET INC CL A | 4.49% | |
| INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND | 4.06% | |
| APPLE INC | 3.98% | |
| API GROUP CORP | 3.95% | |
| AMPHENOL CORPORATION CL A | 3.87% | |
| CISCO SYSTEMS INC | 3.75% | |
| BROADCOM INC | 3.50% | |
| INTEL CORP | 3.47% | |
| NVIDIA CORP | 3.39% | |
| AMAZON.COM INC | 3.30% | |
| GENERAL ELECTRIC CO | 3.17% | |
| GPGI INC | 2.75% | |
| TRANSDIGM GROUP INC | 2.70% | |
| Tel Aviv Stock Exchange Ltd | 2.64% | |
| HILTON WORLDWIDE HOLDINGS INC | 2.58% | |
| BERKSHIRE HATH-B | 2.44% | |
| AMETEK INC NEW | 2.07% | |
| AddTech AB | 1.98% | |
| BK TECHNOLOGIES CORP | 1.96% | |
| CURTISS WRIGHT CORPORATION | 1.91% | |
| CONSTELLATION SOFTWARE INC | 1.64% | |
| JACK HENRY | 1.54% | |
| METTLER-TOLEDO INTL INC | 1.52% | |
| MASTERCARD INC CL A | 1.50% | |
| INNOVATIVE SOLUT and SUPP INC | 1.46% | |
| PERIMETER SOLUTIONS SA | 1.32% | |
| MICROSOFT CORP | 1.28% | |
| MOTOROLA SOLUTIONS INC | 1.25% | |
| VSE CORP | 0.94% | |
| NIQ Global Intelligence Plc | 0.92% | |
| MAMA'S CREATIONS INC | 0.90% |
LOGO (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NETFLIX INC | 5.66% | |
| NVIDIA CORP | 4.95% | |
| MERCADOLIBRE INC | 4.92% | |
| APPLE INC | 4.76% | |
| UBER TECHNOLOGIES INC | 4.36% | |
| SPOTIFY TECHNOLOGY SA | 4.26% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 4.10% | |
| GENERAL ELECTRIC CO | 4.04% | |
| ALPHABET INC CL A | 3.97% | |
| AMAZON.COM INC | 3.72% | |
| LILLY ELI and CO | 3.72% | |
| SERVICENOW INC | 3.70% | |
| APOLLO GLOBAL MANAGEMENT INC | 3.58% | |
| HEICO CORP | 3.40% | |
| BLACKSTONE INC | 3.33% | |
| MICROSOFT CORP | 3.14% | |
| ALIBABA GROUP HOLDING LTD SPON ADR | 3.12% | |
| SCHWAB CHARLES CORP | 3.11% | |
| GE VERNOVA LLC | 3.07% | |
| BROADCOM INC | 3.04% | |
| TRANSDIGM GROUP INC | 2.96% | |
| Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 2.91% | |
| COSTCO WHOLESALE CORP | 2.67% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 2.51% | |
| APPLOVIN CORP | 2.37% | |
| PALANTIR TECHNOLOGIES INC | 2.25% | |
| CBOE GLOBAL MARKETS INC | 2.23% | |
| CME GROUP INC CL A | 2.16% | |
| CROWDSTRIKE HOLDINGS INC | 1.62% | |
| FRST AM-GV OB-X | 0.39% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.