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ASIGX vs DPIAX

Shared holdings
20
ASIGX covered by DPIAX
6.79%
DPIAX covered by ASIGX
6.79%

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.

ASIGX (March 31, 2026)

SecurityWeight
US TREASURY N/B1.33%
State Street Navigator Securities Lending Government Money Market Portfolio1.15%
Bank of Montreal0.88%
Build NYC Resource Corp 7.00% 12/15/20300.81%
UBS V9.25 PERP 144a0.74%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual0.70%
Fixed Income Clearing Corp 3.66 04/01/20260.67%
EMERA INC SUB (H) 6.75% 06-15-76/260.62%
Ladder Capital Finance Holdings LLLP / Ladder Capital Finance Corp0.60%
Swedbank AB (pfd) 7.63% 09/17/2174 Perpetual0.59%
HOMES Trust, Series 2025-NQM3, Class A10.58%
Skandinaviska Enskilda Banken AB (pfd) 6.88% 12/30/2174 Perpetual0.57%
MEDLINE BORROWER/MEDL CO SR SECURED 144A 04/29 6.250.57%
MTBRV 2026-1A A Mtge 4.35% 01/15/2046 144A0.57%
SEQUOIA MORTGAGE TRUST 2025-12 SEMT 2025-12 A40.54%
JP Morgan Mortgage Trust, Series 2025-CES7, Class A1A0.54%
TORONTO DOM BANK0.53%
SBA Communications Corp.0.53%
AVIANCA MIDCO 2 PLC SR SECURED 144A 02/30 9.6250.53%
Enbridge, Inc., Series 16-A0.53%
ENTERPRISE PRODU0.53%
SEMPRA ENERGY0.53%
PR 6.25 02/01/33 144A0.52%
ZIONS BANCORP0.52%
BARCLAYS PLC REGD V/R /PERP/ 8.000000000.51%
SAUDI INT BOND0.51%
ING Groep NV (pfd) 4.88% 05/16/2174 Perpetual0.51%
BARCLAYS MORTGAGE LOAN TRUST 2026-NQM2 A1 VAR 12/25/2065 144A0.50%
Citigroup Inc., Series AA0.50%
PETROLEOS MEXICANOS SR UNSEC 5.95% 01-28-310.50%
Societe Generale SA (pfd) 9.38% 05/22/2174 Perpetual0.50%
TRANSDIGM INC SUB 4.625% 01-15-290.49%
BLACKSTONE PRIVA0.48%
BX Trust, Series 2025-ARIA, Class B0.48%
AMAZON.COM INC0.47%
Republic of Colombia0.47%
Cherry Securitization Trust 2025-1 6.530.47%
STLA 4.95 09/15/28 144A0.46%
JP Morgan Mortgage Trust Series 2026-ACES10.46%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR0.46%
SCHW V4 PERP I0.46%
RCKT Mortgage Trust 2024-CES4 6.670.46%
Coty Inc/HFC Prestige Products Inc/HFC Prestige International US LLC 5.60 01/15/20310.46%
BARC 2026-CES1 5.150.45%
HRI 7.25 06/15/33 144A0.44%
Romania Government Bond0.44%
FREMOR 6 5/8 01/15/270.44%
Carnival Corp.0.44%
Necessity Retail REIT Inc (The) / American Finance Operating Partner, L.P.0.44%
Centersquare Issuer LLC, Series 2025-3A, Class A20.44%

DPIAX (March 31, 2026)

SecurityWeight
LIBMUT 7.8 03/15/373.56%
SANTAN 4 3/4 PERP2.56%
UNM 7.405 03/15/382.22%
M&T Bank Corp., Series H, Pfd.1.77%
FMR-TREASURY-III1.72%
NYCB 6 3/8 PERP1.61%
Athene Holding Ltd., Series A, Pfd.1.61%
PINNACLE FINANCIAL PARTNERS IN PREFERRED STOCK VAR1.51%
TOMARI 8.56971.47%
HSBC Holdings PLC Floating rate, Due 12/31/20491.43%
LLAKES 8 PERP1.42%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual1.36%
KeyCorp, Series E, Pfd.1.25%
BBVASM 6 1/8 PERP1.20%
INTNED 3 7/8 PERP1.14%
American AgCredit Corp1.13%
Fifth Third Bancorp DEPOSITARY SHARES REPRESENTING A 1/40TH OWNERSHIP INTEREST IN A SHARE OF 6.875% FIXED-RATE RESET NON-CUMULATIVE PERPETUAL PREFERRE1.13%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR1.12%
RF 6.95 PERP1.02%
XEL 6 1/41.00%
RF 5.7 PERP0.98%
METLIFE INC0.95%
STANLN 7 3/4 PERP0.90%
Citizens Financial Group, Inc., Series I, Pfd.0.88%
EMERA INC SUB (H) 6.75% 06-15-76/260.87%
METLIFE INC JR SUBORDINA 144A 04/68 9.250.87%
Societe Generale SA0.84%
The PNC Financial Services Group, Inc.0.84%
EIX 5 PERP0.82%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR0.74%
SEMPRA0.73%
The Goldman Sachs Group, Inc.0.73%
Citigroup Inc., Series Y0.72%
WSBC 7 3/8 PERP0.71%
ENBRIDGE INC0.71%
Preferred Stock0.70%
Senior Secured Note0.69%
American International Group Inc0.68%
AQNCN V4.75 01/18/820.67%
PNC FINANCIAL SERVICES REGD V/R /PERP/ SER U 6.000000000.66%
ET V7.125 PERP G0.65%
SEMPRA ENERGY0.65%
C V6.75 PERP EE0.65%
HSBC Holdings PLC0.63%
TRPCN 5 7/8 08/15/760.62%
C V7.375 PERP Z0.59%
PARA V6.375 03/30/620.59%
Enbridge, Inc., Series 16-A0.58%
Citigroup Inc., Series AA0.57%
ALLY FINL. INC F2V0.56%

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