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LBO vs BMPEX

Shared holdings
3
LBO covered by BMPEX
11.27%
BMPEX covered by LBO
11.27%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LBO (April 30, 2026)

SecurityWeight
COMMSTCK10.45%
APOLLO GLOBAL MANAGEMENT INC9.30%
KKR & CO INC7.80%
COMMON STOCK7.49%
HERCULES CAPITAL INC7.43%
GOLUB CAPITAL BDC INC COMMON STOCK5.57%
BLACKROCK INC4.77%
BLUE OWL CAPITAL INC A4.60%
CARLYLE GROUP INC (THE)4.39%
COMPASS DIVERSIF3.90%
ARES MANAGEMENT CORP CL A3.77%
BLACKSTONE INC3.71%
Trinity Capital Inc., BDC3.27%
BROOKFIELD CORP CL A3.20%
TPG INC3.15%
BROOKFIELD ASSET MANAGEMENT LTD A3.00%
FRST AM-GV OB-X2.14%
Sixth Street Specialty Lending, Inc.1.94%
MidCap Financial Investment Corp., BDC1.94%
STEPSTONE GROUP INC CLASS A1.44%
CION Investment Corporation1.15%
MAIN STREET CAPITAL CORP COMMON STOCK USD.010.92%
Barings BDC, Inc.0.91%
Bain Capital Specialty Finance Inc0.91%
HAMILTON LANE INC - A0.89%
Prospect Capital Corp.0.80%
RIDGEPOST CAPITAL INC0.30%
SAUDI ARABIAN RYAL0.12%
NEW MOUNTAIN FINANCE CORP COMMON STOCK0.10%
PENNANTPARK INVESTMENT CORP COMMON STOCK0.09%
FS KKR CAPITAL CORP COMMON STOCK0.09%
Stellus Capital Investment Corp0.08%
Gladstone Investment Corporation0.07%
Capital Southwest Corp., BDC0.07%
Fidus Investment Corp., BDC0.06%
GCM GROSVENOR INC - CLASS A0.06%
Gladstone Capital Corp0.05%
BlackRock TCP Capital Corp., BDC0.04%
Goldman Sachs BDC, Inc. SHS0.01%
TCG BDC, Inc.0.01%
TriplePoint Venture Growth BDC Corporation0.01%
PennantPark Floating Rate Capital Ltd., BDC0.01%

BMPEX (March 31, 2026)

SecurityWeight
ALPHABET INC CL C6.88%
APOLLO GLOBAL MANAGEMENT INC6.76%
RADNET INC6.31%
BLACKSTONE INC6.00%
FERGUSON ENTERPRISES INC5.59%
SUNBELT RENTALS5.51%
MICROSOFT CORP5.48%
HILTON WORLDWIDE HOLDINGS INC5.15%
ZURN ELKAY WATER SOLUTIONS CORP5.06%
ARTHUR J GALLAGHAR AND CO4.89%
SCHWAB CHARLES CORP4.64%
RUSH ENTERPRISES INC CL A4.38%
WATERS CORP3.78%
LABCORP HOLDINGS INC3.76%
TEMPUR SEALY INTERNATIONAL INC3.65%
CREDIT ACCEPTANCE CORP3.58%
ABBOTT LABS3.33%
JPMORGAN CHASE and CO3.32%
COSTAR GROUP INC2.56%
AMAZON.COM INC2.06%
ROPER TECHNOLOGIES INC2.00%
MASTERCARD INC CL A1.90%
FORTREA HOLDINGS INC1.53%
Enterprise Products Partners LP1.07%
FRST AM-GV OB-X0.80%

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