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PBXAX vs HACSX

Shared holdings
18
PBXAX covered by HACSX
14.45%
HACSX covered by PBXAX
14.45%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

PBXAX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X6.25%
LNT 3 1/4 05/30/285.15%
NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.2345.15%●
PPL Capital Funding, Inc., Convertible5.09%●
DLR 1.875 11/15/294.91%
GPN 1.5 03/01/314.88%
WEC ENERGY GROUP INC SR UNSECURED 06/29 4.3754.79%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8754.79%●
ON Semiconductor Corporation, Convertible4.74%●
Bank of America Corp., Series L, Conv. Pfd.4.67%●
Wells Fargo & Co., Series L, Conv. Pfd.4.62%●
Etsy, Inc. 0.250%, Due 06/15/20284.54%
MTH 1.75 05/15/284.27%
KRG 0 3/4 04/01/273.34%●
Boeing Co. (The), Conv. Pfd.3.08%●
HPE 7 5/82.82%●
DraftKings Holdings, Inc., Convertible2.54%●
NET 0 06/15/302.44%●
WELLTOWER INC2.25%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20281.89%●
ITT INC1.89%
DDOG 0 12/01/291.83%●
SOUTHERN CO/THE SR UNSECURED 06/27 4.51.53%●
HALOZYME THERAPEUTICS INC CONV 0.25% 03/01/20271.50%●
Microchip Technology Inc1.49%
Shift4 Payments, LLC1.46%
MEDTRONIC PLC1.40%
KKR & Company, Inc., Convertible, 6.250%1.37%●
CHENIERE ENERGY INC1.26%
Ares Management Corp., Series B, Conv. Pfd.1.26%
Guardant Health, Inc.1.03%●
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A0.76%●
DOVER CORP0.54%
ATI INC0.49%

HACSX (Jan. 31, 2026)

SecurityWeight
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.41%
Boeing Co. (The), Conv. Pfd.2.52%●
Lumentum Holdings Inc., Conv.1.75%
Wells Fargo & Co., Series L, Conv. Pfd.1.74%●
NEXTERA ENERGY INC PREFFERD STOCK1.57%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A1.46%●
LUMENTUM HOLDINGS INC SR UNSECURED 12/29 1.51.45%
FIRSTENERGY CORP SR UNSECURED 144A 01/29 3.6251.40%
AKAMAI TECHNOLOGIES INC SR UNSECURED 02/29 1.1251.35%
WULF 1 09/01/311.35%
Bank of America Corp., Series L, Conv. Pfd.1.31%●
STX 3.5 06/01/281.28%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20291.18%
Guardant Health, Inc.1.15%●
ALBEMARLE CORP PFD1.10%
InterDigital, Inc., Convertible1.09%
AST SPACEMOBILE INC SR UNSECURED 144A 01/36 21.05%
SNOWFLAKE INC CONV 0% 10/01/20271.05%
Sirius XM Holdings, Inc.1.04%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-281.02%
ROCKET LAB USA INC CONV 4.25% 02/01/2029 144A1.00%
Workvia, Inc.1.00%
UNITY SOFTWARE INC CONV 0% 11/15/20261.00%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8750.99%●
CIPHER MINING INC CONV 0% 10/01/2031 144A0.98%
ALRM 2.25 06/01/290.97%
RIVN 3.625 10/15/300.97%
ALNYLAM PHARMACEUTICALS INC SR UNSECURED 144A 09/28 0.00000.96%
ETSY INC SR UNSECURED 09/27 0.1250.96%
DraftKings Holdings, Inc., Convertible0.93%●
Applied Digital Corporation, Convertible0.93%
Match Group FinanceCo 3, Inc., Conv.0.93%
El Paso Energy Capital Trust I, Conv. Pfd.0.93%
GUARDANT HEALTH INC CONV 0% 05/15/2033 144A0.92%
SOFI TECHNOLOGIES INC CONV 0% 10/15/2026 144A0.92%
WT 4.625 08/15/300.90%
BRIDGEBIO PHARMA INC CONV 2.25% 02/01/20290.88%
CNP 4.25 08/15/260.86%
MIRUM PHARMACEUTICALS INC CONV 4% 05/01/20290.85%
IONS 1.75 06/15/280.84%
GME 0 04/01/300.83%
SOUTHERN CO/THE SR UNSECURED 06/27 4.50.83%●
JBT MAREL CORP SR UNSECURED 144A 09/30 0.3750.83%
Akamai Technologies, Inc., Convertible0.82%
BWX Technologies, Inc., Convertible0.80%
EOS ENERGY ENTERPRISES INC CONV 6.75% 06/15/2030 144A0.79%
Bridgebio Pharma, Inc.0.79%
Astronics Corporation0.79%
SOUTHERN CO/THE SR UNSECURED 144A 06/28 3.250.77%
ETSY INC CONV 0.125% 10/01/20260.77%

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