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BNCAX vs STMMX

Shared holdings
1
BNCAX covered by STMMX
2.17%
STMMX covered by BNCAX
2.17%

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.

BNCAX (March 31, 2026)

SecurityWeight
NORTH CAROLINA ST MED CARE COM REGD V/R B/E 5.000000002.80%
State of North Carolina, Series 2017B2.68%
City of Charlotte NC Water & Sewer System Revenue2.51%
Federated Hermes Treasury Oligations Fund2.17%
County of Orange NC 5 10/01/20382.12%
County of Forsyth NC2.11%
City of Raleigh NC2.09%
City of Charlotte NC2.09%
City of Concord NC2.08%
NORTH CAROLINA ST CAPITAL FACS FIN AGY REVENUE2.04%
County of Guilford, Series 20252.01%
City of Wilmington NC1.99%
County of Iredell NC 5 04/01/20371.98%
GUILFORD CO1.96%
City of Charlotte, Series 2021B1.93%
County of Mecklenburg NC 5 02/01/20311.93%
City of Greensboro NC1.88%
City of Greensboro NC 5 04/01/20411.88%
State of North Carolina, Series 2019A1.86%
City of Charlotte NC1.85%
City of Raleigh, North Carolina, Combined Enterprise System Revenue and Refunding Bonds, Series 20231.82%
North Carolina (State of) Medical Care Commission (Vidant Health), Series 2015, Ref. RB1.74%
Town of Holly Springs NC 5 02/01/20331.71%
County of Transylvania NC 5 04/01/20301.70%
City of Asheville NC Water System Revenue 5 08/01/20421.66%
Fayetteville Public Works Commission, North Carolina, Revenue Bonds, Series 20231.62%
County of Wake NC1.58%
City of Fayetteville NC Public Works Commission Revenue1.54%
WAKE CNTY NC1.48%
City of Charlotte NC Water & Sewer System Revenue 5 07/01/20311.45%
County of Wake NC1.44%
Town of Apex NC1.44%
University of North Carolina at Chapel Hill1.43%
County of Wake NC 5 04/01/20391.41%
North Carolina Medical Care Commission1.40%
City of Charlotte NC1.39%
Town of Fuquay-Varina NC1.16%
Fuquay-Varina NC Combined Utilities Revenue 5 02/01/20381.14%
County of Currituck NC1.11%
County of Currituck NC1.10%
North Carolina Central University1.10%
MECKLENBURG CNTY NC LTD OBLG 5 02/01/20381.07%
County of Cabarrus NC1.06%
Town of Garner NC1.06%
NASH HLTH CARE SYS NC HLTH CAR NASH HEALTH CARE SYSTEMS1.04%
Town of Garner NC1.04%
University of North Carolina at Wilmington1.02%
County of Chatham NC1.02%
County of Union NC1.00%
City of Raleigh NC1.00%

STMMX (March 31, 2026)

SecurityWeight
WELLTOWER INC10.10%
DIGITAL REALTY TRUST INC8.05%
AMERICAN TOWER CORP7.43%
PROLOGIS INC REIT6.19%
VENTAS INC REIT5.67%
EQUINIX INC5.62%
UDR INC3.47%
EXTRA SPACE STORAGE INC3.33%
TANGER INC- REIT3.27%
KITE REALTY GROUP TRUST3.26%
VICI PROPERTIES3.26%
EASTGROUP PROP3.20%
BRIXMOR PROPERTY3.15%
ESSEX PROPERTY TRUST INC3.03%
FIRST INDUSTRIAL REALTY TRUST2.72%
SABRA HEALTHCARE REIT INC2.71%
MID AMERICA APT CMNTY INC2.70%
Federated Hermes Treasury Oligations Fund2.68%
INVITATION HOMES INC2.43%
REXFORD INDUSTRIAL REALTY INC2.26%
RYMAN HOSPITALITY PPTYS INC2.20%
ESSENTIAL PROPERTIES REALTY TRUST INC2.18%
CUBESMART1.88%
INVENTRUST PROPE1.66%
MACERICH COMPANY1.58%
LXP INDUSTRIAL TRUST REIT1.49%
BXP INC1.39%
NETSTREIT CORP1.37%
HIGHWOODS PROPERTIES INC1.04%
BRANDYWINE RLTY0.66%

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