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CBLDX vs SIIIX

Shared holdings
7
CBLDX covered by SIIIX
6.75%
SIIIX covered by CBLDX
6.75%

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.

CBLDX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X5.24%
FRST AM-GV OB-X2.84%
T/L CMG MEDIA CORPORATION REGD 0.000000002.77%
COMPASS GRP LLC2.40%
HCA INC2.29%
GRUBHUB HOLDINGS INC SR SECURED 144A 07/30 132.16%
Arch Investment Partners LLC2.09%
888 Acquisitions LLC1.92%
SS&C Technologies, Inc.1.90%
Keurig Dr Pepper Inc1.88%
US TREASURY N/B1.78%
Stanley Black & Decker Inc1.74%
Genuine Parts Co1.70%
Chicago Atlantic Real Estate Finance Inc1.60%
XPO INC REGD 144A P/P 6.250000001.46%
GO DADDY OP/FIN1.44%
Marelli T/L (6/25)1.41%
ORACLE CORP1.39%
Crown Castle Inc1.38%
Trustly AB1.31%
European Entertainment Intressenter BidCo AB/Sweden1.26%
GCI LLC REGD 144A P/P 4.750000001.25%
GEN DIGITAL INC REGD 144A P/P 6.750000001.21%
SYNNEX CORP1.20%
OP Holdco GmbH1.19%
Mercer Park Opportunities Corp1.16%
Forum Energy Technologies Inc1.16%
Azerion Group N.V.1.15%
Icahn Enterprises LP / Icahn Enterprises Finance Corp1.14%
Boras V-tyget 1 AB1.13%
GETTY IMAGES INC SR SECURED 144A 02/30 11.251.02%
PENNANTPARK FLOATING RAT REGD 4.250000001.00%
Marelli 6/25 Delayed/Draw0.94%
BX Trust, Series 2025-LUNR, Class A0.93%
Ziff Davis, Inc., Convertible0.92%
ORACLE CORP0.90%
Statnett SF0.90%
T-MOBILE USA INC0.90%
Specac International Ltd0.89%
Convertible Senior Unsecured Note0.88%
Formycon AG0.86%
ONEOK INC0.84%
LXU 6.25 10/15/28 144A0.82%
Williams Scotsman Inc0.81%
Beelux Sarl0.79%
BX Commercial Mortgage Trust, Series 2024-KING, Class A0.78%
DELL INT / EMC0.77%
Verve Group SE0.76%
KANDN PARENT INC PRIORITY EXIT FACILITY S+800 2/3/0.74%
MICROCHIP TECH0.74%

SIIIX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X21.72%
EURONET WORLDWIDE INC4.22%
DGWD TRUST 2025-INFL DGWD 2025-INFL B3.42%
GNW V0 11/15/363.16%
AMREP CORP2.86%
EIXCP CP 0 04/30/262.84%
CROWN CASTLE INC SR UNSECURED 07/26 1.052.83%
SAUL CENTERS INC2.60%
MHP, Series 2021-STOR, Class A2.57%
OUTFRONT MEDIA CAP LLC/C REGD 144A P/P 5.000000002.28%
ARBOR REALTY SR INC REGD 144A P/P SER QIB 8.500000002.27%
NGL Energy Partners L.P., Series B, Pfd.2.25%
Convertible Senior Unsecured Note2.25%
COMPASS INC CONV 0.25% 04/15/2031 144A2.23%
CTO REALTY GROWTH INC2.13%
Summit Midstream Holdings, LLC2.11%
CONTAINER STORE 10.81542.10%
SMARTSTOP SELF STORAGE REIT INC2.07%
FORUM ENERGY TECHNOLOGIE REGD REG S 10.500000002.05%
BOVTYG FLOAT 04/29/271.95%
BUILDERS FIRSTSOURCE1.88%
INGRAM MICRO HOL1.86%
Getty Images Inc1.72%
PENNANTPARK INVESTMENT CORP COMMON STOCK1.60%
ASPDTA FLOAT 03/03/281.56%
AMERICAN ASSETS TRUST INC1.47%
ARMADA HOFFLER PROPERTIES INC1.44%
Battery Mineral Resources Corp1.40%
SUPERIOR PLUS LP / SUPERIOR GEN PARTNER INC 4.5% 03/15/2029 144A1.28%
GRAPHIC PACKAGING HOLDING CO1.25%
NAM TAI PROPERTY1.09%
WHITESTONE REIT1.05%
CFCRE Commercial Mortgage Trust, Series 2016-C6, Class C1.00%
MSBAM 2016-C28 C0.89%
SG Commercial Mortgage Securities Trust, Series 2016-C5, Class B0.82%
STAR GROUP LP COMMON STOCK0.60%
WFRBS Commercial Mortgage Trust, Series 2013-C15, Class B0.52%
RAM LLC, Series 2024-1, Class A0.52%
G2 MA88670.51%
UBS Commercial Mortgage Trust, Series 2018-C13, Class B0.48%
GLOBAL SELF STORAGE INC0.41%
DBJPM Mortgage Trust, Series 2016-C3, Class B0.41%
FIRST INVESTORS AUTO OWNER TRUST 2022 20.36%
TMTS 2004-7HE A30.36%
COMM MORTGAGE TRUST COMM 2016 CR28 B0.34%
WFRBS Commercial Mortgage Trust, Series 2013-C15, Class C0.34%
UMH PROPERTIES INC0.33%
MODIV INDUSTRIAL INC0.33%
JPMDB 2016-C2 AS0.32%
WMALT 2007-HY1 A2A0.32%

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