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LBO vs VPC

Shared holdings
25
LBO covered by VPC
12.75%
VPC covered by LBO
12.75%

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%

VPC (April 30, 2026)

SecurityWeight
DREYFUS GOVT CASH MGMT FUND17.86%
OXLC US Closed-End Fund4.74%
ECC US Closed-End Fund4.17%
OFS Credit Co Inc3.18%
BlackRock TCP Capital Corp., BDC2.33%
CLOSED-E2.27%
Prospect Capital Corp.2.00%
Goldman Sachs BDC, Inc. SHS1.91%
Horizon Technology Finance Corporation COM1.86%
Oaktree Specialty Lending Corp. COM1.78%
FS KKR CAPITAL CORP COMMON STOCK1.77%
PENNANTPARK INVESTMENT CORP COMMON STOCK1.70%
NEW MOUNTAIN FINANCE CORP COMMON STOCK1.67%
CION Investment Corporation1.52%
Gladstone Investment Corporation1.49%
Sound Point Meridian Capital, Inc. USD Class1.48%
PennantPark Floating Rate Capital Ltd., BDC1.47%
CLOSED-E1.46%
GOLUB CAPITAL BDC INC COMMON STOCK1.45%
TCG BDC, Inc.1.44%
MidCap Financial Investment Corp., BDC1.42%
RUNWAY GROWTH FINANCE CORP COMMON STOCK1.42%
Invesco Senior Income Trust1.40%
Crescent Capital BDC, Inc. COM1.34%
SAUDI ARABIAN RYAL1.31%
COMMON STOCK1.28%
Stellus Capital Investment Corp1.28%
Bain Capital Specialty Finance Inc1.28%
Fidus Investment Corp., BDC1.26%
Nuveen Floating Rate Income Fund COM1.23%
HERCULES CAPITAL INC1.22%
Blackrock Floating Rate Income Trust COM1.21%
NUVEEN CREDIT STRAT INC F1.21%
KKR INCOME OPPORTUNITIES FUND1.20%
Capital Southwest Corp., BDC1.18%
Gladstone Capital Corp1.17%
Sixth Street Specialty Lending, Inc.1.14%
BlackRock Debt Strategies Fund, Inc.1.13%
MSC Income Fund Inc1.13%
Barings BDC, Inc.1.12%
First Trust Senior Floating Rate Income Fund II1.11%
Eaton Vance Floating Rate Income Trust COM1.10%
SLR Investment Corp.1.08%
Eaton Vance Senior Income Trust1.08%
FS Credit Opportunities Corporation USD Class1.05%
WhiteHorse Finance, Inc.1.01%
COMMSTCK1.00%
Morgan Stanley Direct Lending Fund0.96%
Ares Dynamic Credit Allocation Fund Inc.0.94%
Blackstone Senior Floating Rate 2027 Term Fund0.91%

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