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CSPF vs FPE

Shared holdings
91
CSPF covered by FPE
23.12%
FPE covered by CSPF
23.12%

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.

CSPF (March 31, 2026)

SecurityWeight
C V6.625 PERP2.25%
ING GROEP NV JR SUBORDINA 12/99 VAR1.54%
TORONTO-DOMINION BANK/THE JR SUBORDINA 07/84 VAR1.38%
UBS GROUP AG JR SUBORDINA 144A 12/99 VAR1.31%
State Street Navigator Securities Lending Portfolio II1.27%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR1.19%
TELUS CORP REGD V/R SER ... 6.625000001.15%
RY V6.75 08/24/851.11%
UBS V7 PERP 1441.04%
PHILLIPS 66 CO1.03%
Truist Financial Corp., Series N1.02%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR1.01%
C V6.875 PERP GG1.00%
M&T Bank Corp., Series K, Pfd.0.98%
Bank of Montreal0.96%
AMER ELEC PWR0.92%
Credit Agricole SA (pfd) 7.25% 03/23/2174 Perpetual0.90%
METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/370.89%
RLGH Finance Bermuda Ltd0.85%
SOCIETE GENERALE SA JR SUBORDINA 144A 12/99 VAR0.83%
Deutsche Bank Aktiengesellschaft0.82%
Electricite de France SA0.80%
TELUS CORP REGD V/R SER . 6.375000000.77%
Wells Fargo & Co.0.77%
ET V7.125 PERP G0.76%
HSBC Holdings PLC0.75%
Coventry Building Society0.73%
Nationwide Building Society0.72%
STANDARD CHARTERED PLC JR SUBORDINA 144A 12/99 VAR0.70%
BNS 6 7/8 10/27/20850.69%
Stellantis NV0.68%
BMO V6.875 11/26/85 60.68%
South Bow Canadian infrastructure Holdings Ltd.0.68%
NOMURA HOLDINGS INC JR SUBORDINA 12/99 VAR0.68%
Venture Global LNG, Inc.0.65%
Deutsche Bank AG0.64%
HASI V7.125 11/15/560.61%
Verizon Communications Inc0.60%
Societe Generale SA (pfd) 6.75% 10/06/2174 Perpetual0.59%
TELEFONICA EUROPE BV EUAMDB08+NA PERP REGS0.58%
BANCO SANTANDER SA REGD V/R /PERP/ SER * 9.625000000.58%
ENBRIDGE INC SUBORDINATED 03/78 VAR0.57%
AMER ELEC PWR0.57%
Aspen Insurance Holdings Ltd.0.57%
Stellantis NV0.55%
NextEra Energy Capital Holdings, Inc. Series Z0.55%
Enel SpA0.55%
Volkswagen International Finance NV0.54%
GLOBAL ATLANTIC FIN CO REGD V/R 144A P/P 7.250000000.54%
SANTAN 4 3/4 PERP0.53%

FPE (April 30, 2026)

SecurityWeight
Bank of America Corp.2.56%
Wells Fargo & Co., Series L, Conv. Pfd.2.09%
BARCLAYS PLC REGD V/R /PERP/ 8.000000001.67%
NextEra Energy Capital Holdings, Inc., Series U, Pfd.1.41%
JPMorgan Chase & Co., Series NN1.37%
XEL 6 1/41.27%
CREDIT AGRICOLE SA F2V1.24%
C V6.625 PERP1.22%
BNP V7.2 PERP 144A1.15%
T-MOBILE USA INC PREFERRED STOCK 03/70 5.51.10%
COREBRIDGE FINANCIAL INC PREFERRED STOCK 12/64 6.3751.10%
SCHW V4 PERP H1.09%
HIG F 02/12/47 ICON1.07%
Goldman Sachs Group, Inc. (The), Series X1.05%
Bank of Montreal1.02%
DTE Energy Co., Series H, Pfd.1.02%
American AgCredit Corp1.01%
AEGON Funding Company, LLC, 5.100%0.99%
ESGR 7 PERP0.96%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual0.96%
SANTAN 9 5/8 PERP0.96%
F&G Annuities & Life Inc PREFERRED STOCK0.96%
ING GROEP NV JR SUBORDINA 12/99 VAR0.95%
Bell Canada0.94%
RY V6.75 08/24/850.94%
DOMINION ENERGY0.90%
AMER ELEC PWR0.87%
T-MOBILE USA INC PREFERRED STOCK 06/70 5.50.86%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR0.85%
HSBC HOLDINGS PLC JR SUBORDINA 12/99 VAR0.80%
HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR0.76%
Bank of Nova Scotia (The)0.75%
Credit Agricole SA0.73%
CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 10/85 VAR0.72%
TORONTO DOM BANK0.72%
F&G Annuities & Life Inc PREFERRED STOCK0.71%
Aspen Insurance Holdings Ltd.0.70%
ATHENE HOLDINGS 7.25%/VAR PFD 03/30/20640.70%
HSBC Holdings PLC Floating rate, Due 12/31/20490.69%
NWG 8 1/8 PERP0.67%
ING Groep NV0.66%
Mitsubishi UFJ Financial Group, Inc.0.65%
GLOBAL ATLANTIC FIN CO REGD V/R 144A P/P 7.250000000.64%
The PNC Financial Services Group, Inc.0.64%
DOMINION ENERGY0.64%
Ares Finance Company III, LLC 4.125%, Fixed until 06/30/20260.64%
LAND O LAKES INC JR SUBORDINA 144A 12/99 70.63%
BBVA MEXICO SA INSTITUCION DE BANCA MULTIPLE GRUPO FINANCIERO BBVA MEXICO/TX0.62%
BNS V7.35 04/27/850.62%
Wells Fargo & Co.0.62%

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