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ARBOX vs ICVT

Shared holdings
89
ARBOX covered by ICVT
20.84%
ICVT covered by ARBOX
20.84%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ARBOX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X17.91%
EZPW 3.75 12/15/292.25%
Absolute Flexible Fund/Acquired2.20%
GVA 3 1/4 06/15/301.68%
MKS INC SR UNSECURED 06/30 1.251.38%
Integer Holdings Corp1.30%
Patrick Industries, Inc., Convertible1.29%
OSI SYSTEMS INC CONV 2.25% 08/01/20291.26%
HALOZYME THERAPEUTICS INC CV SR UNSEC 1.0% 08-15-281.22%
CENX 2.75 05/01/281.21%
TTEK 2.25 08/15/281.18%
FLUOR CORP SR UNSECURED 08/29 1.1251.17%
MMSI 3 02/01/291.09%
Greenbrier Cos., Inc. (The)1.09%
AKAMAI TECHNOLOGIES INC SR UNSECURED 02/29 1.1251.08%
Applied Optoelectronics, Inc.1.06%
COHU INC CONV 1.5% 01/15/2031 144A1.01%
LMAT 2.5 02/01/301.00%
PSN 2.625 03/01/291.00%
BWX Technologies, Inc., Convertible0.99%
ANI PHARMACEUTICALS INC CONV 2.25% 09/01/20290.97%
Encore Capital Group, Inc., Convertible0.97%
IMAX CORP SR UNSECURED 144A 11/30 0.750.95%
Astronics Corporation0.95%
LNTH 2.625 12/15/270.87%
WISDOMTREE INC CONV 3.25% 08/15/20290.86%
UCTT 0 03/15/310.86%
FRPT 3 04/01/280.86%
NET 0 06/15/300.85%
FLUENCE ENERGY INC 2.250000% 06/15/20300.82%
ATEC 0.75 03/15/300.82%
ETSY INC SR UNSECURED 144A 06/30 10.82%
ON Semiconductor Corporation, Convertible0.81%
A10 Networks, Inc.0.81%
JAZZ INVTS I LTD CONV 3.125% 09/15/20300.81%
NUTANIX INC SR UNSECURED 12/29 0.50.80%
Semtech Corporation, Convertible0.79%
Spectrum Brands Incorporated 3.375%, Due 06/01/20290.78%
LIFE360 INC CONV 0% 06/01/2030 144A0.78%
NORTHERN OIL & GAS INC 3.625000% 04/15/20290.75%
Camtek Ltd/Israel0.75%
BSY 0.375 07/01/270.74%
BLACKSKY TECHNOLOGY INC CONV 8.25% 08/01/2033 144A0.74%
VSH 2.25 09/15/300.72%
B2Gold Corp 2.75%, Due 02/01/20300.72%
VEECO INSTRUMENTS INC CONV 2.875% 06/01/20290.71%
BLACKLINE INC CONV 1% 06/01/20290.71%
MSILF-TR SEC-INS0.69%
Penguin Solutions, Inc.0.69%
ITRON INC SR UNSECURED 07/30 1.3750.69%

ICVT (Jan. 31, 2026)

SecurityWeight
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.23%
BABA 0.5 06/01/312.67%
STX 3.5 06/01/281.52%
LUMENTUM HOLDINGS INC SR UNSECURED 12/29 1.51.04%
CRWV 1.75 12/01/310.90%
GME 0 06/15/320.88%
Lumentum Holdings Inc., Conv.0.87%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A0.86%
DOORDASH INC SR UNSECURED 144A 05/30 0.00000.84%
Lumentum Holdings, Inc.0.80%
STRATEGY INC CONV 0% 12/01/2029 144A0.77%
MPUS 3 03/01/300.74%
MKS INC SR UNSECURED 06/30 1.250.72%
PG&E Corporation, Convertible0.67%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8750.67%
SOFI TECHNOLOGIES INC CONV 1.25% 03/15/2029 144A0.65%
Ford Motor Company Zero Coupon, Due 03/15/20260.64%
NET 0 06/15/300.64%
Akamai Technologies, Inc., Convertible0.63%
ZTS 0.25 06/15/290.62%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-280.62%
JD.COM INC SR UNSECURED 06/29 0.250.61%
CHKP 0 12/15/300.60%
SUPER MICRO COMPUTER INC SR UNSECURED 144A 06/30 0.00000.60%
InterDigital, Inc., Convertible0.58%
Lumentum Holdings, Inc.0.56%
AIRBNB INC ZERO COUPON 03/15/20260.55%
STRATEGY INC SR UNSECURED 144A 03/30 0.00000.54%
GPN 1.5 03/01/310.54%
Duke Energy Corporation, Convertible0.53%
EVRG 4.5 12/15/270.53%
TRIP.COM GROUP LTD SR UNSECURED 06/29 0.750.52%
SOUTHERN CO/THE SR UNSECURED 144A 06/28 3.250.51%
RIVN 3.625 10/15/300.51%
Applied Digital Corporation, Convertible0.51%
CIPHER MINING INC CONV 0% 10/01/2031 144A0.50%
SNOWFLAKE INC SR UNSECURED 10/29 0.000000.49%
GME 0 04/01/300.49%
ZSCALER INC SR UNSECURED 144A 07/28 0.00000.49%
Nebius Group NV 1.0%, Due 09/15/20300.49%
Liberty Media Corporation0.49%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20290.48%
Welltower OP, LLC, Convertible0.48%
RIVN 4.625 03/15/290.48%
AST SPACEMOBILE INC SR UNSECURED 144A 01/36 20.48%
SNOWFLAKE INC CONV 0% 10/01/20270.47%
NEBIUS GROUP NV CONV 2.75% 09/15/2032 144A0.47%
FIRSTENERGY CORP SR UNSECURED 144A 01/29 3.6250.45%
LYV 3.125 01/15/290.45%
ON Semiconductor Corporation, Convertible0.45%

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