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BMPIX vs SDYAX

Shared holdings
23
BMPIX covered by SDYAX
28.37%
SDYAX covered by BMPIX
28.37%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BMPIX (April 30, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2527.14%
LINDE PLC10.34%
NEWMONT CORP5.35%
NUCOR CORP4.15%
FREEPORT MCMORAN INC3.67%
CRH PLC3.60%
VULCAN MATERIALS CO3.54%
AIR PRODUCTS and CHEMICALS INC3.42%
MARTIN MAR MTLS3.28%
SHERWIN WILLIAMS CO3.28%
CORTEVA INC3.26%
ECOLAB INC2.98%
STEEL DYNAMICS INC2.79%
DOW INC2.58%
PPG INDUSTRIES INC2.16%
ALBEMARLE CORP2.06%
SMURFIT WESTROCK1.78%
CF INDUSTRIES HOLDINGS INC1.72%
LYONDELLBASELL-A1.71%
PACKAGING CORP OF AMERICA1.70%
DUPONT DE NEMOURS INC1.66%
INTL FLVR & FRAG1.60%
CFD_EQS BARCUS33 BV7DQ551.56%
BALL CORP1.45%
INTL PAPER CO1.43%
AVERY DENNISON CORP1.13%
MOSAIC CO/THE0.66%

SDYAX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2528.12%
MICROSOFT CORP5.99%
NVIDIA CORP4.93%
APPLE INC COMMON STOCK4.33%
PUT Amazon.com, Inc. 01/02/2026 P2052.37%
ZSCALER INC CFD1.96%
ALPHABET INC CL A1.94%
BROADCOM INC1.71%
ALPHABET INC CL C1.56%
META PLATFORMS INC CL A1.45%
TESLA INC1.22%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.07%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.02%
JPMORGAN CHASE and CO0.92%
LILLY ELI and CO0.85%
EXXON MOBIL CORP0.82%
JOHNSON&JOHNSON0.69%
WALMART INC0.63%
VISA INC-CLASS A0.59%
COSTCO WHOLESALE CORP0.51%
MASTERCARD INC CL A0.47%
NETFLIX INC0.47%
CHEVRON CORP0.45%
ABBVIE INC0.45%
MICRON TECHNOLOGY INC0.44%
PROCTER & GAMBLE0.39%
PALANTIR TECHNOLOGIES INC0.39%
Common Stock0.39%
CATERPILLAR INC0.38%
HOME DEPOT INC0.38%
BANK OF AMERICA CORP COMMON STOCK0.38%
CISCO SYSTEMS INC0.36%
MERCK & CO0.35%
GENERAL ELECTRIC CO0.34%
COCA-COLA CO/THE0.34%
APPLIED MATERIALS INC COMMON STOCK0.32%
LAM RESEARCH CORP0.31%
RTX CORPORATION COMMON STOCK0.30%
PHILIP MORRIS INTL INC0.30%
GOLDMAN SACHS GROUP INC0.30%
SWPT 12/15/2027 2 C SWAPTION0.29%
ORACLE CORP0.29%
WELLS FARGO & CO0.29%
UNITEDHEALTH GRP0.28%
GE VERNOVA LLC0.28%
LINDE PLC0.27%
WHEAT MAY 260.27%
INTL BUS MACH CORP0.26%
MCDONALDS CORP0.26%
PEPSICO INC0.25%

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