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JCPLX vs BAGIX

Shared holdings
14
JCPLX covered by BAGIX
4.34%
BAGIX covered by JCPLX
4.34%

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.

JCPLX (March 31, 2026)

SecurityWeight
FNMA Super Lng 30 Year 3.5% Due 08/01/20502.08%
PEPSICO INC1.96%
TARGET CORP1.90%
CISCO SYSTEMS1.86%
TRUIST BANK1.78%
US BANCORP1.75%
US TREASURY N/B1.75%
FHLMC, REMIC, Series 5616, Class GB1.74%
US TREASURY N/B1.74%
FLORIDA POWER &1.73%
MORGAN STANLEY1.71%
FNMA Super Lng 30 Year 4.0% Due 08/01/20511.67%
FHLMC Super 30 YR Fixed 4% Due 12/01/20491.59%
US TREASURY N/B1.54%
ROPER TECHNOLOGI1.49%
US TREASURY N/B1.44%
XYLEM INC1.43%
JPMORGAN CHASE1.41%
AON NORTH AMER1.39%
Federal Natl Mtg Assn Call 1.52% DUE 08/21/20351.39%
FNMA UMBS LNG 30 Year 4.5% Due 10/01/20481.38%
WELLS FARGO CO1.38%
PROLOGIS LP1.35%
FNMA Super LNG 30 Year 4.0% Due 10/01/20491.35%
ESSEX PORTFOLIO1.34%
DUKE ENERGY COR1.33%
XCEL ENERGY INC1.31%
BANK OF NY MELLO1.31%
EVERSOURCE ENERG1.31%
NNN REIT1.30%
BANK OF AMER CRP1.27%
AMERICAN EXPRESS1.27%
HUNTINGTON BANCS1.27%
FIFTH THIRD BANC1.25%
US TREASURY N/B1.23%
FNMA Super Lng 30 Year 3.00% Due 04/01/20521.16%
PNC FINANCIAL1.16%
CVS HEALTH CORP1.12%
INTERSTATE P&L1.10%
WALMART INC1.09%
US TREASURY N/B1.07%
ESAB Corp.1.01%
CITIGROUP INC1.01%
URI 4.875 01/15/281.00%
Freddie Mac pool # QC6512 MBS 30yr1.00%
CHUBB INA HLDGS1.00%
ADT Security Corp/The 4.13 08/01/20291.00%
MSCI INC SR GLBL 144A 29 4.00%, DUE 11/15/20291.00%
HONEYWELL AEROSP1.00%
HCA INC0.98%

BAGIX (March 31, 2026)

SecurityWeight
US TREASURY N/B2.26%
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U1.62%
US TREASURY N/B1.52%
US TREASURY N/B1.44%
US TREASURY N/B1.41%
US TREASURY N/B1.40%
US TREASURY N/B1.36%
US TREASURY N/B1.23%
US TREASURY N/B1.21%
US TREASURY N/B1.20%
US TREASURY N/B1.18%
US TREASURY N/B1.13%
US TREASURY N/B1.10%
US TREASURY N/B1.06%
US TREASURY N/B1.01%
US TREASURY N/B0.90%
US TREASURY N/B0.89%
US TREASURY N/B0.83%
US TREASURY N/B0.79%
US TREASURY N/B0.76%
US TREASURY N/B0.74%
US TREASURY N/B0.71%
US TREASURY N/B0.69%
US TREASURY N/B0.69%
US TREASURY N/B0.57%
US TREASURY N/B0.54%
US TREASURY N/B0.43%
US TREASURY N/B0.42%
US TREASURY N/B0.41%
US TREASURY N/B0.40%
US TREASURY N/B0.35%
US TREASURY N/B0.31%
US TREASURY N/B0.28%
FN MA41820.28%
OBX Trust, Series 2025-NQM18, Class A10.25%
Uniform Mortgage-Backed Securities0.25%
TOWD POINT MORTGAGE TRUST 2024-2 SER 2024-2 CL A1A V/R REGD 144A P/P 4.881940000.24%
TPMT 2024-5 A1A0.24%
Fannie Mae Pool0.23%
BANK5 BANK5 2024 5YR7 A30.22%
FN MA48420.21%
FKH 2022-SFR1 A 144A 4.145% 05-19-390.21%
T-MOBILE USA INC0.21%
Navient Refinance Loan Trust, Series 2025-B, Class A0.21%
FORDR 2023-1 A 144A 4.85% 08-15-350.21%
BMO 2026-5C14 A30.21%
TOWD POINT MORTGAGE TRUST TPMT 2025 1 A1A 144A0.20%
Verus Securitization Trust 2026-10.20%
Freddie Mac Pool0.20%
TOWD POINT MORTGAGE TRUST 2022-2 SER 2022-2 CL A1 V/R REGD 144A P/P 3.750000000.20%

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