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IMSIX vs ENHCX

Shared holdings
6
IMSIX covered by ENHCX
10.95%
ENHCX covered by IMSIX
10.95%

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.

IMSIX (March 31, 2026)

SecurityWeight
MONEY MARKET FUND6.72%
CORPORATE BONDS5.86%
SERVICE PROPERTIES TRUST SR UNSECURED 01/28 3.955.70%
STRUCTURED NOTES4.81%
STRUCTURED NOTES4.80%
OCCIDENTAL PETE4.39%
FORD MOTOR CO4.35%
STRUCTURED NOTES4.34%
SLM CORP4.33%
Bausch Health Cos. Inc.4.20%
CBS CORP3.58%
NORDSTROM INC SR SECURED 01/44 53.56%
VERIZON COMM INC3.55%
HUGHES SATELLITE SYSTEMS SR SECURED 08/26 5.253.28%
DISH DBS CORP REGD SER WI 7.750000003.27%
STRUCTURED NOTES3.04%
TRANSOCEAN LTD2.94%
Enterprise Products Operating LLC, Series D2.67%
F&G ANNUITIES2.39%
MERCK & CO2.03%
KEYCORP1.98%
PORTLAND GENERAL ELECTRIC CO1.95%
DTE ENERGY CO1.94%
KEURIG DR PEPPER INC1.91%
ALTRIA GROUP INC1.90%
KRAFT HEINZ CO/T1.89%
QUALCOMM INC1.87%
GENUINE PARTS CO1.83%
KIMBERLY CLARK CORP1.78%
INTL BUS MACH CORP1.73%
STRUCTURED NOTES1.40%

ENHCX (March 31, 2026)

SecurityWeight
CONOCOPHILLIPS5.04%
MERCK & CO4.16%
CISCO SYSTEMS INC4.08%
MEDTRONIC PLC4.05%
BRISTOL-MYERS SQUIBB CO3.93%
EXXON MOBIL CORP3.61%
PPL CORPORATION3.60%
COMCAST CORP CL A3.58%
DUKE ENERGY CORP NEW3.49%
CITIGROUP INC3.48%
VICI PROPERTIES3.32%
EOG RESOURCES INC3.31%
ALTRIA GROUP INC3.21%
TRUIST FINL CORP3.07%
BCE INC2.92%
GENUINE PARTS CO2.89%
SYSCO CORP2.82%
KEURIG DR PEPPER INC2.80%
HEALTHPEAK PROPERTIES INC2.79%
BECTON DICKINSON and CO2.70%
HONEYWELL INTL INC2.67%
BANK OF AMERICA CORPORATION2.63%
UNITED PARCEL SERVICE INC CL B2.60%
AMERICAN INTERNATIONAL GROUP2.47%
FIRST HORIZON CORP2.46%
PPG INDUSTRIES INC2.44%
UNITEDHEALTH GRP2.28%
VERIZON COMMUNICATIONS INC2.09%
UNION PACIFIC CORP2.08%
GENERAL DYNAMICS CORPORATION2.00%
INTL BUS MACH CORP1.99%
PNC FINANCIAL SERVICES GRP INC1.96%
SMURFIT WESTROCK1.90%
QUALCOMM INC1.55%

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