# Portfolio overlap — JCPLX vs BAGIX Comparing **JOHNSON CORE PLUS BOND FUND** (2026-03-31) and **Baird Aggregate Bond Fund** (2026-03-31). - Shared positions: 14 - JOHNSON CORE PLUS BOND FUND covered by Baird Aggregate Bond Fund: 0.04339173566711915915732490294 - Baird Aggregate Bond Fund covered by JOHNSON CORE PLUS BOND FUND: 0.04339173566711915915732490294 ## JOHNSON CORE PLUS BOND FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | FNMA Super Lng 30 Year 3.5% Due 08/01/2050 | 0.020795 | | | PEPSICO INC | 0.019633 | | | TARGET CORP | 0.019014 | | | CISCO SYSTEMS | 0.018574 | | | TRUIST BANK | 0.017815 | | | US BANCORP | 0.017502 | | | US TREASURY N/B | 0.017489 | ✓ | | FHLMC, REMIC, Series 5616, Class GB | 0.017438 | | | US TREASURY N/B | 0.017355 | ✓ | | FLORIDA POWER & | 0.017275 | | | MORGAN STANLEY | 0.017107 | ✓ | | FNMA Super Lng 30 Year 4.0% Due 08/01/2051 | 0.016747 | | | FHLMC Super 30 YR Fixed 4% Due 12/01/2049 | 0.015915 | | | US TREASURY N/B | 0.015419 | ✓ | | ROPER TECHNOLOGI | 0.014940 | | | US TREASURY N/B | 0.014393 | ✓ | | XYLEM INC | 0.014266 | | | JPMORGAN CHASE | 0.014126 | | | AON NORTH AMER | 0.013946 | | | Federal Natl Mtg Assn Call 1.52% DUE 08/21/2035 | 0.013881 | | | FNMA UMBS LNG 30 Year 4.5% Due 10/01/2048 | 0.013836 | | | WELLS FARGO CO | 0.013809 | | | PROLOGIS LP | 0.013517 | ✓ | | FNMA Super LNG 30 Year 4.0% Due 10/01/2049 | 0.013512 | | | ESSEX PORTFOLIO | 0.013372 | | | DUKE ENERGY COR | 0.013253 | | | XCEL ENERGY INC | 0.013126 | ✓ | | BANK OF NY MELLO | 0.013097 | | | EVERSOURCE ENERG | 0.013070 | | | NNN REIT | 0.012963 | | | BANK OF AMER CRP | 0.012741 | ✓ | | AMERICAN EXPRESS | 0.012734 | | | HUNTINGTON BANCS | 0.012729 | | | FIFTH THIRD BANC | 0.012537 | | | US TREASURY N/B | 0.012251 | | | FNMA Super Lng 30 Year 3.00% Due 04/01/2052 | 0.011643 | | | PNC FINANCIAL | 0.011608 | | | CVS HEALTH CORP | 0.011229 | | | INTERSTATE P&L | 0.011010 | | | WALMART INC | 0.010859 | | | US TREASURY N/B | 0.010688 | | | ESAB Corp. | 0.010114 | | | CITIGROUP INC | 0.010082 | ✓ | | URI 4.875 01/15/28 | 0.010034 | | | Freddie Mac pool # QC6512 MBS 30yr | 0.010013 | | | CHUBB INA HLDGS | 0.010002 | | | ADT Security Corp/The 4.13 08/01/2029 | 0.009975 | | | MSCI INC SR GLBL 144A 29 4.00%, DUE 11/15/2029 | 0.009957 | ✓ | | HONEYWELL AEROSP | 0.009955 | | | HCA INC | 0.009821 | | ## Baird Aggregate Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.022563 | | | FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U | 0.016207 | | | US TREASURY N/B | 0.015176 | | | US TREASURY N/B | 0.014416 | | | US TREASURY N/B | 0.014070 | ✓ | | US TREASURY N/B | 0.014043 | | | US TREASURY N/B | 0.013643 | | | US TREASURY N/B | 0.012269 | | | US TREASURY N/B | 0.012131 | | | US TREASURY N/B | 0.012042 | | | US TREASURY N/B | 0.011830 | | | US TREASURY N/B | 0.011348 | | | US TREASURY N/B | 0.010961 | | | US TREASURY N/B | 0.010614 | ✓ | | US TREASURY N/B | 0.010119 | | | US TREASURY N/B | 0.008964 | | | US TREASURY N/B | 0.008939 | ✓ | | US TREASURY N/B | 0.008316 | | | US TREASURY N/B | 0.007887 | | | US TREASURY N/B | 0.007605 | | | US TREASURY N/B | 0.007364 | ✓ | | US TREASURY N/B | 0.007133 | | | US TREASURY N/B | 0.006941 | | | US TREASURY N/B | 0.006917 | | | US TREASURY N/B | 0.005731 | | | US TREASURY N/B | 0.005366 | | | US TREASURY N/B | 0.004301 | | | US TREASURY N/B | 0.004243 | | | US TREASURY N/B | 0.004059 | | | US TREASURY N/B | 0.004012 | | | US TREASURY N/B | 0.003513 | | | US TREASURY N/B | 0.003069 | | | US TREASURY N/B | 0.002797 | | | FN MA4182 | 0.002768 | | | OBX Trust, Series 2025-NQM18, Class A1 | 0.002472 | | | Uniform Mortgage-Backed Securities | 0.002472 | | | TOWD POINT MORTGAGE TRUST 2024-2 SER 2024-2 CL A1A V/R REGD 144A P/P 4.88194000 | 0.002388 | | | TPMT 2024-5 A1A | 0.002353 | | | Fannie Mae Pool | 0.002264 | | | BANK5 BANK5 2024 5YR7 A3 | 0.002230 | | | FN MA4842 | 0.002079 | | | FKH 2022-SFR1 A 144A 4.145% 05-19-39 | 0.002071 | | | T-MOBILE USA INC | 0.002070 | | | Navient Refinance Loan Trust, Series 2025-B, Class A | 0.002059 | | | FORDR 2023-1 A 144A 4.85% 08-15-35 | 0.002058 | | | BMO 2026-5C14 A3 | 0.002051 | | | TOWD POINT MORTGAGE TRUST TPMT 2025 1 A1A 144A | 0.002050 | | | Verus Securitization Trust 2026-1 | 0.002010 | | | Freddie Mac Pool | 0.002007 | | | TOWD POINT MORTGAGE TRUST 2022-2 SER 2022-2 CL A1 V/R REGD 144A P/P 3.75000000 | 0.001974 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-008177` (as of 2026-03-31) - N-PORT (fund B) — accession `0000894189-26-014920` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _