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KCSH vs IBDR

Shared holdings
79
KCSH covered by IBDR
18.83%
IBDR covered by KCSH
18.83%

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.

KCSH (March 31, 2026)

SecurityWeight
AMERICAN EXPRESS2.69%
SUMITOMO MITSUI2.42%
Procter & Gamble Co/The2.39%
ASB BANK LTD 5.346000% 06/15/20262.13%
CITIGROUP INC2.12%
JPMORGAN CHASE2.12%
PROCTER & GAMBLE2.11%
TORONTO DOM BANK1.96%
TOYOTA MTR CRED1.86%
GOLDMAN SACHS GP1.84%
NETFLIX INC1.82%
REALTY INCOME1.82%
CAPITAL ONE FINL1.82%
INTEL CORP1.82%
UNITEDHEALTH GRP1.81%
BANK NOVA SCOTIA1.81%
BANK NOVA SCOTIA1.80%
JPMORGAN CHASE1.67%
MICROSOFT CORP1.66%
COMMONWEALTH EDI1.59%
BMW US CAPITAL LLC 2.800000% 04/11/20261.57%
WELLS FARGO CO1.55%
WESTPAC BANKING1.52%
BANK OF NY MELLO1.52%
TRUIST BANK1.51%
MIZUHO FINANCIAL GROUP INC 3.477000% 04/12/20261.37%
LSEG FINANCE PLC 1.375000% 04/06/20261.37%
Advanced Micro Devices, Inc.1.30%
WELLS FARGO BANK1.25%
CISCO SYSTEMS1.22%
STARBUCKS CORP1.22%
UNITEDHEALTH GRP1.22%
JOHN DEERE CAP1.22%
WELLS FARGO CO1.21%
STATE STREET COR1.21%
ROYAL BK CANADA1.21%
DISCOVER FIN SVS1.21%
MORGAN STANLEY1.21%
APPLE INC1.20%
COMCAST CORP1.20%
TOYOTA MTR CRED1.20%
TORONTO DOM BANK1.16%
US BANCORP1.12%
SUMITOMO MITSUI1.11%
PNC FINANCIAL1.06%
TORONTO DOM BANK1.05%
SCHW FLOAT 05/13/260.91%
BANK OF AMER CRP0.91%
WESTPAC BANKING0.91%
D.R. HORTON INC COMPANY GUAR 10/26 1.30.90%

IBDR (Jan. 31, 2026)

SecurityWeight
BlackRock Cash Funds: Treasury, SL Agency Shares5.50%
BlackRock Cash Funds: Institutional, SL Agency Shares5.03%
BOEING CO0.87%
MICROSOFT CORP0.76%
ABBVIE INC0.75%
AERCAP IRELAND0.71%
WELLS FARGO CO0.68%
WELLS FARGO CO0.67%
AT&T INC0.60%
ORACLE CORP0.59%
JPMORGAN CHASE0.59%
MORGAN STANLEY0.58%
IBM CORP0.57%
CITIGROUP INC0.57%
APPLE INC0.56%
JP MORGAN CHASE0.55%
GILEAD SCIENCES0.54%
AMAZON.COM INC0.53%
ORACLE CORP0.53%
GOLDMAN SACHS GP0.52%
EXXON MOBIL CORP0.50%
BERKSHIRE HATHWY0.49%
BANK OF AMER CRP0.49%
JPMORGAN CHASE0.48%
APPLE INC0.44%
SUMITOMO MITSUI0.43%
MORGAN STANLEY0.43%
CHEVRON CORP0.43%
WELLS FARGO BANK0.42%
MITSUBISHI UFJ FINL 3.85%0.42%
WELLS FARGO CO0.42%
WELLS FARGO BANK0.40%
JPMORGAN CHASE0.40%
BANK OF AMER CRP0.40%
JOHNSON&JOHNSON0.39%
UBS GROUP0.39%
BARCLAYS PLC0.39%
FISERV INC0.39%
ALPHABET INC0.39%
APPLE INC0.39%
SUMITOMO MITSUI0.39%
MOLSON COORS0.39%
APPLE INC0.38%
ABBVIE INC0.38%
CITIBANK NA0.36%
BANK OF AMER CRP0.36%
BANK OF AMERICA0.36%
HSBC HOLDINGS0.35%
CITIBANK NA0.35%
SOUTHERN CO0.35%

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