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BUSIX vs CBUDX

Shared holdings
5
BUSIX covered by CBUDX
4.27%
CBUDX covered by BUSIX
4.27%

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.

BUSIX (Dec. 31, 2025)

SecurityWeight
BX TRUST BX 2021 ACNT A 144A1.51%
BANK OF AMER CRP1.39%
MSC 2016-BNK2 A41.35%
VDC 2020-2A A21.34%
COMM 2017-COR2 A31.32%
Freddie Mac REMICS1.32%
Tricon Residential Trust, Series 2025-SFR1, Class A1.29%
MSBAM 2016-C29 A41.22%
Federated Hermes Treasury Oligations Fund1.20%
BX TRUST BX 2021 RISE A 144A1.19%
CSAIL 2016-C7 A51.19%
CGCMT 2016-C1 A41.16%
Barings CLO Ltd., Series 2021-2A, Class A1R1.14%
Stack Infrastructure Issuer, LLC, Series 2023-3A, Class A21.14%
BX TRUST BX 2021 CIP A 144A1.11%
ONEOK INC1.07%
AFRMT 2025-1A A1.07%
ATHENE GLOBAL FUNDING SECURED 144A 08/26 VAR1.06%
Hyundai Capital America1.06%
HCA INC1.06%
PFS Financing Corp.1.06%
FORTRESS CREDIT BSL IX LTD1.06%
TPRK 2021-1A A1R CLO 144A FRN 04-15-341.06%
UBS GROUP1.05%
MPLX LP1.05%
OWL ROCK CAPITAL1.05%
TANGER PROP LP1.05%
MVWOT 2023-1A A1.04%
RR 17 Ltd., Series 2021-17A, Class A1AR1.03%
BX Trust, Series 2021-BXMF, Class A1.01%
SEAFFIRM ASSET SECURITIZATION TRUST 2025-X2 4.66% 10/15/2030 144A1.01%
Fort Greene Park CLO LLC, Series 2025-2A, Class AR1.00%
AERCAP IRELAND1.00%
AR 7.625 02/01/29 144A0.98%
Vine Engergy Holdings LLC0.97%
Trinitas CLO XVI Ltd., Series 2021-16A, Class A1R0.97%
MADISON PK FDG XLV LTD / MADISON PK FDG XLV LLC ARR TSFR3M+108 07/15/2034 144A0.97%
DAIMLER TRUCKS FINANCE NORTH AMERICA LLC FRN SOFR+96 09/25/2027 144A0.96%
SMB Private Education Loan Trust, Series 2024-C, Class A1B0.95%
LCM 33 LTD SER 33A CL AR V/R REGD 144A P/P 5.064440000.93%
ARES XLIV CLO Ltd. Floating Rate, Due 04/15/20340.93%
JPMORGAN CHASE + CO SR UNSECURED 10/28 VAR0.92%
HESS MIDSTREAM PARTNERS LP 5.875% 03/01/2028 144A0.90%
CONCENTRIX CORP0.89%
OneMain Financial Issuance Trust, Series 2023-2A, Class A20.89%
JEFFERIES GROUP0.89%
MARSH + MCLENNAN COS INC SR UNSECURED 11/27 VAR0.88%
PFS Financing Corporation 5.71%, Due 05/15/20280.88%
Bridgecrest Lending Auto Securitization Trust, Series 2025-3, Class A30.88%
PSTAT 2022-3A A1BR0.88%

CBUDX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X5.37%
CR Landco Austin, LLC3.26%
CONFLUENT INC ZERO COUPON 01/15/20273.16%
HCA INC2.85%
EIDP2.26%
GRAPHIC PACKAGING INTERN SR SECURED 144A 04/26 1.5122.16%
BACARDI LTD COMPANY GUAR 144A 07/26 2.752.12%
Vine Engergy Holdings LLC1.90%
SYNNEX CORP1.87%
KRAFT HEINZ FOOD1.87%
US TREASURY N/B1.86%
ORACLE CORP1.86%
JABIL INC1.81%
TOTAL SYSTEM SVC1.73%
CROWN CASTLE INC SR UNSECURED 07/26 1.051.73%
Stanley Black & Decker Inc1.71%
Stockwik Forvaltning AB1.70%
DELL INT / EMC1.67%
Genuine Parts Co1.67%
Marelli T/L (6/25)1.65%
GENPACT LUXEMBOURG SARL / GENPACT USA INC 1.75% 04/10/20261.64%
ONEOK INC1.55%
BX Commercial Mortgage Trust, Series 2024-KING, Class A1.52%
DIGITAL ASSET ACQUISITION CORP1.50%
BX Trust, Series 2025-LUNR, Class A1.49%
ARES TR 2024-IND2 A TSFR1M+144.3 10/15/2034 144A1.39%
CROWN AMERICAS LLC SR UNSEC 4.25% 09-30-261.36%
DENTSPLY SIRONA Inc1.35%
PENNSYLVANIA ST ECON DEV FING REGD V/R B/E AMT 4.000000001.25%
SLGN 1.4 04/01/26 144A1.22%
T/L GEN DIGITAL INC. REGD 0.000000001.22%
Chicago Atlantic Real Estate Finance Inc1.17%
Salmar ASA1.12%
Marelli 6/25 Delayed/Draw1.10%
GCI LLC REGD 144A P/P 4.750000001.08%
LENNAR CORP1.08%
FORTIVE CORP1.08%
BAT CAPITAL CORP1.07%
SPIRIT AIR 2015-1.07%
RAM LLC, Series 2025-1, Class A1.03%
Eidsiva Energi AS0.99%
SUA 2025-1 LLC SUA 2025-1 A0.99%
PFLT 6.75 03/04/290.99%
HENNESSY CAPITAL INVESTMENT CORP VII0.98%
FEDEX CORP0.97%
A PARADISE ACQUISITION CORP0.96%
Jabil Inc0.94%
ORACLE CORP0.94%
HOLOGIC INC REGD 144A P/P 4.625000000.94%
Keurig Dr Pepper Inc0.94%

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