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TOWFX vs LOGSX

Shared holdings
7
TOWFX covered by LOGSX
23.44%
LOGSX covered by TOWFX
23.44%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TOWFX (Feb. 28, 2026)

SecurityWeight
FMR-TREASURY-III13.00%
ALPHABET INC CL A9.48%
MCKESSON CORP6.26%
BANK OF NEW YORK MELLON CORP6.17%
SHELL PLC SPONS ADR4.50%
Novartis AG4.40%
TAPESTRY INC4.30%
CENCORA INC4.02%
BANK OF AMERICA CORPORATION3.07%
GSK plc SPONSORED ADR2.91%
VALERO ENERGY CORP2.90%
GILEAD SCIENCES INC2.90%
AMGEN INC2.86%
BRISTOL-MYERS SQUIBB CO2.37%
JOHNSON&JOHNSON2.22%
PRESTIGE CONSUMER HEALTHCARE INC2.19%
CHUBB LTD2.16%
THE BOOKING HOLDINGS INC2.10%
SCHWAB CHARLES CORP2.05%
EBAY INC1.98%
BHP Group Ltd. SPONSORED ADS1.94%
KROGER CO1.94%
Common Stock1.84%
COCA-COLA CO/THE1.68%
Ituran Location & Control Ltd.1.62%
GENTEX CORP1.44%
ROSS STORES INC1.39%
AMAZON.COM INC1.31%
UNITED NATURAL FOODS INC0.95%
ADOBE INC0.89%
MAPLEBEAR INC0.76%
SOUTHERN MISSOURI BANCORP INC0.75%
STEVEN MADDEN LTD0.62%
OLD SECOND BNCRP0.46%
TORRID HOLDINGS INC0.43%
PAYSAFE LTD COMMON STOCK USD.00010.11%

LOGSX (April 30, 2026)

SecurityWeight
UNITED THERAPEUTICS CORP DEL6.10%
CARDINAL HEALTH INC5.31%
JAZZ PHARMACEUTI5.01%
Novartis AG4.78%
CENCORA INC4.77%
AMGEN INC4.72%
Mount Vernon Liquid Assets Portfolio, LLC4.67%
MCKESSON CORP4.67%
EXELIXIS INC4.49%
REGENERON PHARMACEUTICALS INC4.44%
LANTHEUS HOLDING4.30%
JOHNSON&JOHNSON3.66%
BRISTOL-MYERS SQUIBB CO3.50%
THE CIGNA GROUP3.39%
GILEAD SCIENCES INC3.37%
NATL HEALTHCARE3.21%
VERTEX PHARMACEUTICALS INC3.15%
INTUITIVE SURGICAL INC3.10%
US ULTRA BOND CBT Sep253.03%
MEDPACE HOLDINGS INC2.90%
MERCK & CO2.87%
INCYTE CORP2.85%
STRYKER CORP2.06%
LABCORP HOLDINGS INC2.05%
MEDTRONIC PLC1.93%
LILLY ELI and CO1.75%
OPTION1.62%
ELEVANCE HEALTH INC1.18%
ENSIGN GROUP INC1.13%

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