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CSPF vs PRFD

Shared holdings
76
CSPF covered by PRFD
21.15%
PRFD covered by CSPF
21.15%

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%

PRFD (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep252.43%
JPMorgan Chase & Co., Series OO1.85%
Royal Bank of Canada1.75%
Bank of America Corp., Series FF1.72%
Wells Fargo & Co.1.66%
C V6.95 PERP FF1.62%
ENBRIDGE INC SUBORDINATED 07/80 VAR1.41%
BARCLAYS PLC REGD V/R /PERP/ 8.000000001.24%
BP CAPITAL PLC1.20%
NWG 8 1/8 PERP1.19%
Bank of America Corp.1.18%
CM V6.95 01/28/851.15%
METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/371.14%
C V6.625 PERP1.10%
Goldman Sachs Group, Inc. (The), Series X1.04%
SANTAN 9 5/8 PERP1.04%
ELECTRICITE DE FRANCE T5Y+NA PERP 144A0.99%
Nippon Life Insurance Co.0.98%
STT V6.7 PERP I0.97%
BBVASM V8.125 01/08/39 144A0.95%
SEMPRA0.94%
NEXTERA ENERGY0.93%
ET V7.125 PERP G0.92%
COMMERZBANK AG JR SUBORDINA REGS 12/99 VAR0.92%
TORONTO DOM BANK0.89%
Citigroup Inc., Series DD0.88%
TRANSCANADA TRUST REGD V/R 5.600000000.85%
LIBMUT V4.125 12/15/51 144A0.83%
Vodafone Group Public Limited Company0.82%
DNB BANK ASA DNB BANK ASA0.82%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR0.81%
TRANSCANADA TRUST REGD V/R 5.500000000.79%
COF V3.95 PERP M0.79%
COMPEER FINANCIAL ACA REGD V/R /PERP/ 144A P/P SER QIB 7.875000000.77%
PRUDENTIAL FIN0.76%
BNS V7.35 04/27/850.76%
SCHW V4 PERP H0.76%
Credit Agricole SA0.76%
BANCO MERCANTIL DE NORTE JR SUBORDINA REGS 12/99 VAR0.75%
ING GROEP NV JR SUBORDINA 12/99 VAR0.75%
HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR0.74%
ING GROEP NV JR SUBORDINA REGS 12/49 VAR0.74%
Bank of Montreal0.72%
AXP 3.55 PERP0.69%
DOMINION ENERGY0.65%
SEMPRA0.63%
UBS GROUP AG JR SUBORDINA REGS 12/99 VAR0.62%
NEXTERA ENERGY0.61%
CRBG V6.875 PERP0.61%
DOMINION ENERGY0.61%

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