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DADS vs PACIX

Shared holdings
3
DADS covered by PACIX
2.46%
PACIX covered by DADS
2.46%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DADS (Feb. 28, 2026)

SecurityWeight
WULF 2.75 02/01/306.88%
Customers Bancorp, Inc.4.86%
RIOT PLATFORMS INC CONV 0.75% 01/15/20304.66%
Bit Digital Inc4.42%
CORE SCIENTIFIC INC CONV 3% 09/01/2029 144A4.39%
GALAXY DIGITAL HOLDINGS LP CONV 2.5% 12/01/2029 144A4.21%
Semler Scientific Inc4.11%
IBM CORP4.07%
Cleanspark, Inc.4.04%
PAYPAL HOLDING3.96%
YieldMax Crypto Industry & Tech Portfolio Option Income ETF3.74%
FRANKLIN RES INC3.73%
COINBASE GLOBAL INC CV SR UNSEC 0.5% 06-01-263.70%
NVIDIA CORP3.69%
ACCENTURE CAPITA3.59%
ROBLOX CORP SR UNSECURED 144A 05/30 3.8753.57%
BLACKROCK FUND3.56%
XYZ 6.5 05/15/323.52%
NEXTERA ENERGY INC PREFFERD STOCK3.30%
GME 0 04/01/303.24%
VISA INC2.64%
WISDOMTREE INC CONV 3.25% 08/15/20292.55%
MASTERCARD INC2.50%
YieldMax Bitcoin Option Income Strategy ETF2.31%
Amplify Bitcoin Max Income Covered Call ETF2.22%
Bitdeer Technologies Group1.83%
YieldMax GOOGL Option Income Strategy ETF1.81%
Strive Inc1.48%
STRATEGY INC CONV 0.875% 03/15/20311.30%
FRST AM-GV OB-X0.10%
GAMESTOP CORP WTS0.03%

PACIX (Feb. 28, 2026)

SecurityWeight
Lumentum Holdings Inc., Conv.4.59%
COLUMBIA SHORT TERM CASH FUND3.43%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.05%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A2.60%
Boeing Co. (The), Conv. Pfd.2.52%
LYV 2.875 01/15/302.33%
Bank of America Corp., Series L, Conv. Pfd.2.33%
NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.2341.48%
IONS 0 12/01/301.32%
Akamai Technologies, Inc., Convertible1.30%
Oracle Corp., Series D1.30%
STX 3.5 06/01/281.25%
SMTC 0 10/15/301.22%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20291.17%
CRWV 1.75 12/01/311.17%
MTSI 0 12/15/291.15%
JAZZ INVTS I LTD CONV 3.125% 09/15/20301.08%
NEXTERA ENERGY INC PREFFERD STOCK1.08%
GUARDANT HEALTH INC CONV 0% 05/15/2033 144A1.08%
ZTS 0.25 06/15/291.06%
BWX Technologies, Inc., Convertible1.05%
Welltower OP, LLC, Convertible1.05%
CHKP 0 12/15/301.02%
VSE CORP 5.75% PC 02/01/20291.02%
RIVN 3.625 10/15/301.01%
WULF 1 09/01/311.00%
NET 0 06/15/300.99%
MKS INC SR UNSECURED 06/30 1.250.99%
HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A0.97%
The Southern Company0.93%
WT 4.625 08/15/300.90%
Synaptics, Inc., Convertible0.83%
CMS Energy Corporation, Convertible0.83%
Novanta Inc PREFERRED STOCK0.82%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20280.82%
LNT 3 1/4 05/30/280.81%
FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.8750.81%
TRIP.COM GROUP LTD SR UNSECURED 06/29 0.750.80%
BRUKER CORP SER A PC0.80%
AVAV 0 07/15/300.80%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.50.80%
PPL Capital Funding, Inc., Convertible0.79%
WEC ENERGY GROUP INC SR UNSECURED 06/29 4.3750.79%
NVMI 0 09/15/300.79%
NCLH 0.75 09/15/300.79%
CYTOKINETICS INC SR UNSECURED 144A 10/31 1.750.78%
BARCLAYS BANK PLC SR UNSECURED 02/29 10.78%
Nebius Group NV 1.0%, Due 09/15/20300.77%
LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A0.77%
LNTH 2.625 12/15/270.76%

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