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ICVT vs ANZAX

Shared holdings
81
ICVT covered by ANZAX
29.75%
ANZAX covered by ICVT
29.75%

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.

ICVT (Jan. 31, 2026)

SecurityWeight
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.23%
BABA 0.5 06/01/312.67%
STX 3.5 06/01/281.52%
LUMENTUM HOLDINGS INC SR UNSECURED 12/29 1.51.04%
CRWV 1.75 12/01/310.90%
GME 0 06/15/320.88%
Lumentum Holdings Inc., Conv.0.87%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A0.86%
DOORDASH INC SR UNSECURED 144A 05/30 0.00000.84%
Lumentum Holdings, Inc.0.80%
STRATEGY INC CONV 0% 12/01/2029 144A0.77%
MPUS 3 03/01/300.74%
MKS INC SR UNSECURED 06/30 1.250.72%
PG&E Corporation, Convertible0.67%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8750.67%
SOFI TECHNOLOGIES INC CONV 1.25% 03/15/2029 144A0.65%
Ford Motor Company Zero Coupon, Due 03/15/20260.64%
NET 0 06/15/300.64%
Akamai Technologies, Inc., Convertible0.63%
ZTS 0.25 06/15/290.62%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-280.62%
JD.COM INC SR UNSECURED 06/29 0.250.61%
CHKP 0 12/15/300.60%
SUPER MICRO COMPUTER INC SR UNSECURED 144A 06/30 0.00000.60%
InterDigital, Inc., Convertible0.58%
Lumentum Holdings, Inc.0.56%
AIRBNB INC ZERO COUPON 03/15/20260.55%
STRATEGY INC SR UNSECURED 144A 03/30 0.00000.54%
GPN 1.5 03/01/310.54%
Duke Energy Corporation, Convertible0.53%
EVRG 4.5 12/15/270.53%
TRIP.COM GROUP LTD SR UNSECURED 06/29 0.750.52%
SOUTHERN CO/THE SR UNSECURED 144A 06/28 3.250.51%
RIVN 3.625 10/15/300.51%
Applied Digital Corporation, Convertible0.51%
CIPHER MINING INC CONV 0% 10/01/2031 144A0.50%
SNOWFLAKE INC SR UNSECURED 10/29 0.000000.49%
GME 0 04/01/300.49%
ZSCALER INC SR UNSECURED 144A 07/28 0.00000.49%
Nebius Group NV 1.0%, Due 09/15/20300.49%
Liberty Media Corporation0.49%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20290.48%
Welltower OP, LLC, Convertible0.48%
RIVN 4.625 03/15/290.48%
AST SPACEMOBILE INC SR UNSECURED 144A 01/36 20.48%
SNOWFLAKE INC CONV 0% 10/01/20270.47%
NEBIUS GROUP NV CONV 2.75% 09/15/2032 144A0.47%
FIRSTENERGY CORP SR UNSECURED 144A 01/29 3.6250.45%
LYV 3.125 01/15/290.45%
ON Semiconductor Corporation, Convertible0.45%

ANZAX (March 31, 2026)

SecurityWeight
Lumentum Holdings Inc., Conv.5.83%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.68%
Wells Fargo & Co., Series L, Conv. Pfd.2.83%
BlackRock Liquidity FedFund - Institutional Class2.81%
Welltower OP, LLC, Convertible2.58%
NextEra Energy Capital Holdings, Inc., Convertible2.40%
LYV 2.875 01/15/302.34%
Akamai Technologies, Inc., Convertible2.07%
Boeing Co. (The), Conv. Pfd.1.95%
NET 0 08/15/261.92%
HALOZYME THERAPEUTICS INC CONV 0% 02/15/2031 144A1.77%
Oracle Corp., Series D1.53%
JAZZ INVTS I LTD CONV 3.125% 09/15/20301.46%
PG&E Corp., Series A, Conv. Pfd.1.44%
WEC ENERGY GROUP INC SR UNSECURED 144A 06/28 3.3751.38%
DDOG 0 12/01/291.35%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.51.33%
STRATEGY INC CONV 0% 12/01/2029 144A1.29%
SOUTHERN CO/THE SR UNSECURED 144A 06/28 3.251.23%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A1.20%
DLR 1.875 11/15/291.17%
XYZ 0.25 11/01/271.15%
MKS INC SR UNSECURED 06/30 1.251.13%
FIRSTENERGY CORP SR UNSECURED 144A 01/29 3.6251.11%
BTSG 6.75 02/01/271.10%
RIVN 4.625 03/15/291.09%
WULF 0 05/01/321.09%
COINBASE GLOBAL INC CV SR UNSEC 0.5% 06-01-261.09%
Coinbase Global, Inc., Convertible1.08%
MTSI 0 12/15/291.07%
GVA 3 1/4 06/15/301.05%
The Southern Company1.04%
AST SPACEMOBILE INC SR UNSECURED 144A 01/36 21.03%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20281.02%
STX 3.5 06/01/281.02%
NORTHERN OIL & GAS INC 3.625000% 04/15/20291.01%
SMTC 0 10/15/300.99%
Viavi Solutions, Inc., Convertible0.98%
SOLARIS ENERGY INFRASTRUCTURE SR UNSECURED 10/31 0.250.98%
CRGY 2.75 03/15/310.93%
NCLH 0.75 09/15/300.92%
Tandem Diabetes Care, Inc., Series 20240.92%
JBT MAREL CORP SR UNSECURED 144A 09/30 0.3750.90%
Ormat Technologies Inc0.89%
ALBEMARLE CORP PFD0.89%
IMAX CORP SR UNSECURED 144A 11/30 0.750.89%
Envista Holdings Corporation, Convertible0.87%
Intuitive Machines Inc0.86%
UCTT 0 03/15/310.79%
Mirion Technologies (US), Inc.0.78%

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