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PCMSX vs SEMCX

Shared holdings
257
PCMSX covered by SEMCX
27.49%
SEMCX covered by PCMSX
27.49%

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.

PCMSX (Jan. 31, 2026)

SecurityWeight
Principal Government Money Market Fund - Class R-62.41%
RAYMOND JAMES FINANCIAL INC.1.70%
KEYSIGHT TECHNOLOGIES INC1.60%
ALLIANT ENERGY CORPORATION1.58%
LABCORP HOLDINGS INC1.57%
PACKAGING CORP OF AMERICA1.52%
HARTFORD INSURANCE GROUP INC/THE1.39%
US FOODS HOLDING CORP1.36%
LINCOLN ELECTRIC HLDGS INC1.34%
MICROCHIP TECHNOLOGY1.27%
AMERICAN WATER WRKS COMPANY1.23%
RPM INTL INC1.22%
XYLEM INC1.21%
LOWES COS INC1.21%
TRUIST FINL CORP1.20%
IQVIA HOLDINGS INC1.20%
LAMAR ADVERTISING CO CL A1.19%
CMS ENERGY CORP1.18%
NNN REIT INC1.17%
CSX CORP1.16%
L3HARRIS TECHNOLOGIES INC1.15%
MKS INSTRUMENTS INC1.14%
DEVON ENERGY CORP1.12%
COTERRA ENERGY INC1.11%
QUEST DIAGNOSTICS INC1.08%
WILLIS TOWERS WA1.06%
ARCHER DANIELS MIDLAND CO1.06%
AMERICAN FINL GROUP INC OHIO1.05%
HUBBELL INC1.03%
HOLOGIC INC1.03%
EQUITY LIFESTYLE PPTYS INC1.02%
STEEL DYNAMICS INC1.00%
ESTEE LAUDER COS INC CL A1.00%
CASEY'S GENERAL1.00%
HUNTINGTON BANCSHARES INC1.00%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC0.99%
AUTOZONE INC0.97%
PERFORMANCE FOOD GROUP CO0.97%
CF INDUSTRIES HOLDINGS INC0.95%
TRIMBLE INC0.95%
CARRIER GLOBAL CORP0.94%
TOPBUILD CORP0.92%
MOLINA HEALTHCARE INC0.90%
OLD REPUBLIC INTL CORP0.89%
FTI CONSULTING INC0.87%
APTARGROUP INC0.86%
CAMDEN PROP TR0.85%
EXPEDIA INC0.85%
TEXAS ROADHOUSE INC0.85%
EXPAND ENERGY CORP0.84%

SEMCX (March 31, 2026)

SecurityWeight
KEYSIGHT TECHNOLOGIES INC1.95%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.47%
HOWMET AEROSPACE INC1.32%
US ULTRA BOND CBT Sep251.30%
HARTFORD INSURANCE GROUP INC/THE1.29%
VALERO ENERGY CORP1.19%
EDISON INTL1.18%
ROCKWELL AUTOMATION INC1.16%
TECHNIPFMC PLC1.08%
MARATHON PETROLEUM CORP1.02%
CHENIERE ENERGY INC1.02%
VICI PROPERTIES1.01%
M&T BANK CORP1.01%
EVERSOURCE ENERGY1.00%
PG&E CORP0.98%
RENAISSANCERE0.98%
LUMENTUM HOLDINGS INC0.86%
ENCOMPASS HEALTH CORP0.82%
Anglogold Ashanti Plc0.76%
PHILLIPS 660.75%
BORGWARNER INC COMMON STOCK0.75%
REGAL REXNORD CORP0.70%
WOODWARD INC0.68%
WESCO INTL0.66%
BANK OF NEW YORK MELLON CORP COMMON STOCK0.64%
FLOWSERVE CORP0.64%
CLEAN HARBORS INC0.64%
HALLIBURTON CO0.64%
UNITED RENTALS INC0.64%
MICROCHIP TECHNOLOGY0.62%
UNITED AIRLINES HOLDINGS INC0.62%
SYNCHRONY FINANCIAL0.62%
ALLSTATE CORP COMMON STOCK0.61%
AKAMAI TECHNOLOGIES INC0.57%
ROYAL CARIBBEAN0.57%
PARKER HANNIFIN CORP0.57%
GENPACT LTD0.56%
JANUS HENDERSON0.56%
FIRST AMERICAN FINANCIAL CORP0.55%
SLB LTD0.55%
ROYAL GOLD INC0.55%
POPULAR INC0.54%
IDEXX LABS INC0.54%
MEDPACE HOLDINGS INC0.52%
AGILENT TECHNOLOGIES INC0.51%
IQVIA HOLDINGS INC0.50%
WESTERN DIGITAL CORP0.49%
CUMMINS INC0.49%
REINSURANCE GROUP OF AMERICA0.49%
FIRST HORIZON CORP0.48%

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