# Portfolio overlap — LSATX vs BBCPX Comparing **Loomis Sayles Strategic Alpha Fund** (2026-03-31) and **Bridge Builder Core Plus Bond Fund** (2026-03-31). - Shared positions: 489 - Loomis Sayles Strategic Alpha Fund covered by Bridge Builder Core Plus Bond Fund: 0.06704597087946990610267533454 - Bridge Builder Core Plus Bond Fund covered by Loomis Sayles Strategic Alpha Fund: 0.06704597087946990610267533454 ## Loomis Sayles Strategic Alpha Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | FIXED INC CLEARING CORP.REPO | 0.060182 | | | US TREASURY N/B | 0.046910 | | | US TREASURY N/B | 0.039497 | | | US TREASURY N/B | 0.034062 | | | U.S. Treasury Bills | 0.024593 | ✓ | | EchoStar Corp | 0.013285 | ✓ | | U.S. Treasury Bills | 0.012626 | | | SOUTH AFRICA REPUBLIC OF 8.5% 01/31/2037 | 0.009069 | | | Presidencia da Republica | 0.008116 | | | MORGAN STANLEY | 0.007452 | ✓ | | TEVA PHARMACEUTICALS NE REGD 4.10000000 | 0.006175 | ✓ | | RPLDCI 6.581 05/30/49 144A | 0.006062 | ✓ | | ABBVIE INC | 0.005971 | | | ELI LILLY & CO | 0.005933 | | | International Business Machines Corporation | 0.005899 | | | PEPSICO INC | 0.005885 | | | BROADCOM INC | 0.005792 | ✓ | | Sumitomo Mitsui Trust Bank Ltd | 0.004928 | | | ABBOTT LABS | 0.004908 | | | MALAYSIA GOVT OF 4.054% 04/18/2039 | 0.004844 | | | American Express Co | 0.004791 | ✓ | | ALPHABET INC | 0.004788 | | | IBM CORP | 0.004749 | | | WHEAT SEP 26 | 0.004632 | | | MEXICO UNITED MEXICAN STATES 8% 07/31/2053 | 0.004503 | | | Turkiye Government Bond | 0.004149 | | | GLENCORE FDG LLC | 0.004098 | ✓ | | CSMC OA LLC, Series 2014-USA, Class E | 0.004078 | | | DISH DBS Corp | 0.003983 | ✓ | | CONTINENTAL RESOURCES REGD 144A P/P 5.75000000 | 0.003886 | ✓ | | Aviation Capital Group LLC | 0.003809 | ✓ | | NRG TERM B 1LN 04/16/2031 | 0.003784 | | | ORACLE CORP | 0.003617 | ✓ | | T-MOBILE USA INC | 0.003506 | ✓ | | SALESFORCE INC | 0.003502 | ✓ | | CHILE | 0.003481 | ✓ | | Canadian Government Bond | 0.003410 | ✓ | | HCA INC | 0.003397 | ✓ | | APPLOVIN CORP | 0.003263 | ✓ | | Ball Corp. | 0.003226 | | | TURKIYE GOVERNMENT BOND TRY 36.0% 08-12-26 | 0.003171 | | | ENERGY TRANS | 0.003150 | ✓ | | Ardonagh Midco 3 PLC 2024 USD Term Loan B | 0.003071 | | | BIOMARIN PHARMACEUTICAL TERM B 1LN 01/28/2033 | 0.003058 | | | T/L DAYFORCE INC REGD 0.00000000 | 0.003046 | | | JOHN DEERE CAPITAL CORP SR UNSECURED 03/28 VAR | 0.003039 | | | CISCO SYSTEMS | 0.002988 | | | CVX Float 02/26/27 | 0.002971 | | | CARGILL INC FRN SOFR+61 02/11/2028 144A | 0.002938 | | | Terex Term Loan B 175 2031-10-01 | 0.002909 | | ## Bridge Builder Core Plus Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MONEY MARKET FUND | 0.044973 | | | FUTURE CONTRACT ON US 10YR ULTRA FUT JUN26 0.00000000 | 0.037632 | | | FUTURE CONTRACT ON US 5YR NOTE (CBT) JUN26 0.00000000 | 0.025384 | | | FUTURE CONTRACT ON US 2YR NOTE (CBT) JUN26 0.00000000 | 0.025307 | | | U.S. Treasury Notes | 0.023918 | | | FUTURE CONTRACT ON US ULTRA BOND CBT JUN26 0.00000000 | 0.022415 | | | Uniform Mortgage-Backed Security, TBA | 0.022142 | | | Uniform Mortgage-Backed Security, TBA | 0.011442 | | | FNCL 6 6/24 | 0.011096 | | | US TREASURY N/B | 0.010744 | | | FUTURE CONTRACT ON LONG GILT FUTURE JUN26 /GBP/ 0.00000000 | 0.010225 | | | RC R/P BOFA S 3.690% 04/01/26 3.69000000 | 0.010019 | | | FNCL 6.5 6/24 | 0.009714 | | | US TREASURY N/B | 0.009545 | | | FUTURE CONTRACT ON AUST 10Y BOND FUT JUN26 /AUD/ 0.00000000 | 0.008173 | | | FUTURE CONTRACT ON US 10YR NOTE (CBT)JUN26 0.00000000 | 0.008097 | | | US TREASURY N/B | 0.007985 | | | FNCL 6 7/25 | 0.007958 | | | FNCL 3.5 4/26 | 0.007711 | | | Government National Mortgage Association, TBA | 0.007362 | | | RC R/P CITIGR 3.660% 04/01/26 3.66000000 | 0.007277 | | | Uniform Mortgage-Backed Security, TBA | 0.006914 | | | US TREASURY N/B | 0.006846 | | | US TREASURY N/B | 0.006758 | | | U.S. Treasury Inflation-Protected Indexed Notes | 0.005852 | | | RC R/P CITIGR 3.690% 04/01/26 3.69000000 | 0.005605 | | | FNCL 4 4/26 | 0.005162 | | | RC R/P CITIGR 3.720% 04/01/26 3.72000000 | 0.005050 | | | FNCL 4.5 4/26 | 0.004940 | | | U.S. Treasury Notes | 0.004617 | | | LETRA TESOURO NACIONAL /BRL/ REGD ZCP SER LTN 0.00000000 | 0.004561 | | | U.S. Treasury Bills | 0.004549 | ✓ | | US ULTRA BOND CBT Sep25 | 0.004511 | | | US TREASURY N/B | 0.004510 | | | FN MA4599 | 0.004444 | | | FR SD8220 | 0.004342 | | | US TREASURY N/B | 0.004334 | | | US TREASURY N/B | 0.004279 | | | U.S. Treasury Bills | 0.004170 | | | U.S. Treasury Bills | 0.004156 | | | FNCL 5 4/26 | 0.004100 | | | RPLDCI 6.581 05/30/49 144A | 0.003976 | ✓ | | FN FA0497 | 0.003893 | | | FNCL 3 5/26 | 0.003890 | | | US TREASURY N/B | 0.003826 | | | US TREASURY N/B | 0.003623 | | | FNCL 4 6/24 | 0.003368 | | | US TREASURY N/B | 0.003295 | | | US TREASURY N/B | 0.003294 | | | Uniform Mortgage-Backed Security, TBA | 0.003246 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-056147` (as of 2026-03-31) - N-PORT (fund B) — accession `0001003715-26-001895` (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 _