Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
WRLDX vs LOGIX
Shared holdings
26
WRLDX covered by LOGIX
72.31%
LOGIX covered by WRLDX
72.31%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
WRLDX (June 30, 2025)
| Security | Weight | |
|---|---|---|
| BROOKFIELD CORP CL A | 5.63% | |
| ORACLE CORP | 5.02% | |
| MICROSOFT CORP | 4.74% | |
| FISERV INC | 4.18% | |
| MARKEL GROUP INC | 4.12% | |
| MCKESSON CORP | 4.07% | |
| FRANCO-NEVADA CORP | 4.03% | |
| HEINEKEN HLDG | 3.88% | |
| Novartis AG | 3.69% | |
| SAMSUNG ELE-PREF | 3.58% | |
| BERKSHIRE HATH-B | 3.45% | |
| VISA INC-CLASS A | 3.43% | |
| Smith & Nephew PLC | 3.42% | |
| OCCIDENTAL PETROLEUM CORP | 3.17% | |
| CME GROUP INC CL A | 3.11% | |
| FIRST AM-TR OB-Z | 2.99% | |
| AIR PRODUCTS and CHEMICALS INC | 2.98% | |
| ASSA ABLOY AB SER B | 2.74% | |
| COMMSTCK | 2.63% | |
| HALEON PLC SPONS ADR | 2.55% | |
| Sony Group Corp. SPON ADR EACH REPR 1 ORD | 2.53% | |
| COMCAST CORP CL A | 2.47% | |
| ADOBE INC | 2.25% | |
| THE BOOKING HOLDINGS INC | 2.21% | |
| AON PLC | 2.16% | |
| U-HAUL HOLDING CO | 2.02% | |
| COMPASS GROUP | 1.91% | |
| WALT DISNEY CO/T | 1.91% | |
| UNITEDHEALTH GRP | 1.89% | |
| UNION PACIFIC CORP | 1.85% | |
| CVS HEALTH CORP | 1.58% | |
| SAMSUNG ELECTRONICS CO LTD | 1.48% | |
| SLB LTD | 1.37% | |
| CENTENE CORP | 0.99% |
LOGIX (June 30, 2025)
| Security | Weight | |
|---|---|---|
| MCKESSON CORP | 6.98% | |
| MICROSOFT CORP | 5.87% | |
| BERKSHIRE HATH-B | 5.73% | |
| FISERV INC | 5.08% | |
| ORACLE CORP | 4.90% | |
| OCCIDENTAL PETROLEUM CORP | 4.82% | |
| BROOKFIELD CORP CL A | 4.74% | |
| MARKEL GROUP INC | 4.55% | |
| VISA INC-CLASS A | 4.27% | |
| Novartis AG | 4.22% | |
| AIR PRODUCTS and CHEMICALS INC | 3.89% | |
| HEINEKEN NV | 3.50% | |
| TREASURY BILL | 3.50% | |
| CME GROUP INC CL A | 3.24% | |
| WALT DISNEY CO/T | 2.84% | |
| COMCAST CORP CL A | 2.58% | |
| HERSHEY CO/THE | 2.57% | |
| ADOBE INC | 2.50% | |
| U-HAUL HOLDING CO | 2.47% | |
| LOCKHEED MARTIN CORP | 2.41% | |
| THE BOOKING HOLDINGS INC | 2.37% | |
| AON PLC | 2.22% | |
| UNION PACIFIC CORP | 2.11% | |
| FRANCO-NEVADA CORP | 2.05% | |
| UNITEDHEALTH GRP | 2.02% | |
| SAMSUNG ELE-PREF | 1.96% | |
| Smith & Nephew PLC | 1.90% | |
| CENTENE CORP | 1.57% | |
| FIRST AM-TR OB-Z | 1.42% | |
| DONALDSON CO INC | 1.06% | |
| SAMSUNG ELECTRONICS CO LTD | 0.66% | |
| KENVUE INC | 0.00% |
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