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ALTY vs SPMHX

Shared holdings
6
ALTY covered by SPMHX
7.29%
SPMHX covered by ALTY
7.29%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 20 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ALTY (Feb. 28, 2026)

SecurityWeight
GLOBAL X SUPERDIVIDEND REIT MUTUAL FUND17.91%
GLOBAL X NASD ET17.37%
GLOBAL X EMERGING MARKETS BD MUTUAL FUND17.02%
GLOBAL X US PREFERRED ETF MUTUAL FUND16.27%
MONEY MARKET FUND12.92%
EDISON INTL1.43%
SUNOCO LP PARTNERSHIP SHARES1.37%
PORTLAND GENERAL ELECTRIC CO1.32%
BROOKFIELD INFRA1.30%
NORTHWESTERN ENERGY GROUP INC1.29%
ANTERO MIDSTREAM CORP1.25%
MPLX LP PARTNERSHIP SHARES1.23%
BLACK STONE MINERALS LP PARTNERSHIP SHARES1.22%
ONEOK INC1.20%
Enterprise Products Partners LP1.20%
ALLIANCE RES PARTNRS LP UNIT1.18%
AVISTA CORP1.16%
HESS MIDSTREAM LP - CLASS A COMMON STOCK1.14%
MLP1.14%
DORCHESTER MINERALS LP PARTNERSHIP SHARES1.08%

SPMHX (Feb. 28, 2026)

SecurityWeight
MPLX LP PARTNERSHIP SHARES12.47%
TARGA RESOURCES CORP11.21%
MLP11.00%
WESTERN MIDSTREAM PARTNERS LP MLP9.49%
Enterprise Products Partners LP9.13%
PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES6.38%
HESS MIDSTREAM LP - CLASS A COMMON STOCK5.12%
SUNOCO LP PARTNERSHIP SHARES4.71%
ONEOK INC3.52%
WILLIAMS COS INC3.46%
CHENIERE ENERGY INC3.41%
TC ENERGY CORP2.35%
KINDER MORGAN INC2.35%
GENESIS ENERGY L.P. PARTNERSHIP SHARES2.34%
Invesco Treasury Portfolio, Institutional Class2.33%
SunocoCorp LLC COM SHS LLC2.16%
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN1.87%
KODIAK GAS SERVICES INC1.80%
ENBRIDGE INC1.68%
Invesco Government & Agency Portfolio, Institutional Class1.26%
ARCHROCK INC1.08%
KINETIK HOLDINGS INC0.89%

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