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BASCX vs STRLX

Shared holdings
1
BASCX covered by STRLX
2.60%
STRLX covered by BASCX
2.60%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BASCX (March 31, 2026)

SecurityWeight
Richland County School District No 2/SC3.97%
SOUTH CAROLINA ST JOB3.83%
Dorchester County School District No 43.74%
South Carolina Public Service Authority3.74%
State of South Carolina3.67%
County of Beaufort SC 5 03/01/20313.48%
City of Charleston SC Waterworks & Sewer System Revenue3.48%
PATRIOTS EN GRP 5.25% MT3.44%
5 03/01/20333.23%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HLTH FACS REVENUE3.22%
Lexington County School District No 1/SC2.86%
Lugoff-Elgin Water Authority/SC2.65%
Federated Hermes Treasury Oligations Fund2.60%
County of Dorchester SC Waterworks & Sewer System Revenue2.53%
Anderson County School District No 4/SC 5 03/01/20382.52%
City of Florence SC Combined Waterworks & Sewerage System Revenue2.48%
Newberry Investing in Children's Education 5 12/01/20302.46%
Spartanburg County School District No 5/SC2.45%
GREENWOOD CO2.45%
County of Oconee SC2.42%
Spartanburg County School District No 4/SC2.41%
City of Charleston SC Waterworks & Sewer System Revenue2.38%
Clemson University 5 05/01/20472.36%
Columbia (City of), SC, Series 2018, RB2.35%
COLUMBIA SC WTRWKS & SWR SYS2.34%
Aiken County Consolidated School District/SC 5 04/01/20342.31%
Orangeburg County Facilities Corp2.30%
South Carolina Transportation Infrastructure Bank2.30%
Lexington County School District No 22.30%
South Carolina Jobs-Economic Development Authority2.29%
Richland County School District No 2/SC2.28%
Lancaster County School District/SC2.28%
Greenville Health System2.26%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH HOSP FACS REVENUE2.08%
South Carolina Jobs-Economic Development Auth2.01%
ROCK HILL SC UTILITY SYS REVENUE1.81%
City of Rock Hill SC Combined Utility System Revenue1.49%
Charleston County Airport District, South Carolina, Airport Revenue Bonds, Series 2024B1.25%

STRLX (March 31, 2026)

SecurityWeight
MASTEC INC7.40%
CASEY'S GENERAL5.98%
CACI INTL-A4.45%
CURTISS WRIGHT CORPORATION3.55%
NISOURCE INC3.48%
PHILLIPS 663.12%
OSHKOSH CORP2.89%
SOUTHWEST GAS HOLDINGS INC2.88%
Federated Hermes Treasury Oligations Fund2.67%
PERFORMANCE FOOD GROUP CO2.53%
UNITED RENTALS INC2.35%
EASTGROUP PROP2.24%
WINTRUST FINL2.19%
HANOVER INSURANCE GROUP INC2.19%
AVERY DENNISON CORP2.16%
POWELL INDUSTRIES INC2.11%
CARLISLE COS INC2.09%
REGAL REXNORD CORP1.95%
ARROW ELECTRONICS INC1.95%
AMERIPRISE FINANCIAL INC1.90%
DIGITAL REALTY TRUST INC1.89%
KULICKE and SOFFA INDUSTRIES INC1.89%
BJS WHSL CLUB HLDGS INC1.83%
ZOOM VIDEO COMMUNICATIONS INC CL A1.82%
SABRA HEALTHCARE REIT INC1.79%
QNITY ELECTRONICS INC1.77%
EAST WEST BNCRP1.73%
THERMO FISHER SCIENTIFIC INC1.72%
PTC INC1.70%
TAKE-TWO INTERACTV SOFTWR INC1.59%
ONTO INNOVATION INC1.58%
PULTEGROUP INC1.54%
BRIXMOR PROPERTY1.52%
MATADOR RESOURCES COMPANY1.52%
WILLIAMS-SONOMA INC1.49%
MID AMERICA APT CMNTY INC1.46%
GULFPORT ENERGY CORP1.41%
UMB FINANCIAL CORP1.39%
REVVITY INC1.35%
HUNTINGTON BANCSHARES INC1.25%
COMMVAULT SYSTEMS INC1.20%
DORMAN PRODUCTS INC1.12%
MASCO CORPORATION1.08%
ICON PLC1.06%
AVIENT CORP1.02%
FISERV INC0.88%
FORTUNE BRANDS INNOVATIONS INC0.83%
SKYWORKS SOLUTIONS INC0.48%

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