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LBO vs KCE

Shared holdings
11
LBO covered by KCE
14.03%
KCE covered by LBO
14.03%

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%

KCE (March 31, 2026)

SecurityWeight
State Street Navigator Securities Lending Portfolio II2.24%
STONEX GROUP INC1.77%
VIRTU FINANCIAL INC- CL A1.70%
PERELLA WEINBERG PARTNERS1.69%
BRIGHTSPHERE INVESTMENT GROUP INC1.68%
BLACKSTONE INC1.68%
BGC GROUP INC-A1.68%
KKR & CO INC1.67%
JEFFERIES FINANCIAL GROUP INC1.67%
FACTSET RESEARCH SYSTEMS INC1.66%
PIPER SANDLER CO1.65%
STEPSTONE GROUP INC CLASS A1.65%
ARES MANAGEMENT CORP CL A1.65%
MOELIS & CO-CL A1.62%
EVERCORE INC A1.62%
GOLDMAN SACHS GROUP INC1.61%
CARLYLE GROUP INC (THE)1.61%
MORGAN STANLEY1.60%
JANUS HENDERSON GROUP PLC1.60%
INVESCO LTD1.59%
STIFEL FINANCIAL CORP1.59%
VIRTUS INVESTMENT PARTNERS1.59%
PJT PARTNERS INC1.59%
SCHWAB CHARLES CORP1.59%
BANK OF NEW YORK MELLON CORP1.58%
HAMILTON LANE INC - A1.58%
BLUE OWL CAPITAL INC A1.58%
BLACKROCK INC1.58%
T ROWE PRICE GRP1.58%
STATE STREET CORP1.57%
ARTISAN PARTNERS ASSET MANAGEMENT INC A1.57%
FEDERATED HERMES INC1.57%
DIGITALBRIDGE GROUP INC1.57%
INTERCONTINENTAL EXCHANGE INC1.57%
NASDAQ INC1.56%
S&P GLOBAL INC1.56%
TPG INC1.56%
LPL FINL HLDGS INC1.55%
MSCI INC1.55%
COHEN & STEERS1.55%
NORTHERN TRUST CORP1.55%
AMERIPRISE FINANCIAL INC1.55%
SEI INVESTMENTS1.55%
CBOE GLOBAL MARKETS INC1.55%
INTERACTIVE BROKERS GROUP INC1.54%
MIAMI INTERNATIONAL HOLDINGS INC1.54%
AFFIL MANAGERS1.54%
HOULIHAN LOKEY I1.53%
MOODYS CORP1.53%
RAYMOND JAMES FINANCIAL INC.1.53%

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