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PEX vs BRCAX

Shared holdings
1
PEX covered by BRCAX
11.07%
BRCAX covered by PEX
11.07%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PEX (Feb. 28, 2026)

SecurityWeight
Invesco Government & Agency Portfolio, Institutional Class11.07%
3I GROUP PLC9.93%
COMMSTCK8.79%
SOFINA SA7.12%
MAIN STREET CAPITAL CORP COMMON STOCK USD.017.01%
ONEX CORP6.02%
EURAZEO SE3.86%
GOLUB CAPITAL BDC INC COMMON STOCK3.82%
WENDEL SE3.66%
HGCAPITAL TRUST PLC FUND3.38%
HERCULES CAPITAL INC3.34%
FS KKR CAPITAL CORP COMMON STOCK3.23%
KINNEVIK AB - B2.52%
Sixth Street Specialty Lending, Inc.2.46%
HBM Healthcare Investments AG, Class A2.37%
GIMV NV1.97%
Capital Southwest Corp., BDC1.84%
MOLTEN VENTURES1.50%
Oaktree Specialty Lending Corp. COM1.47%
Goldman Sachs BDC, Inc. SHS1.47%
Prospect Capital Corp.1.40%
Oakley Capital Investments Ltd.1.33%
MidCap Financial Investment Corp., BDC1.32%
SYNCONA LTD1.18%
NB PRIVATE EQUITY PARTNERS LTD FUND1.17%
Barings BDC, Inc.1.16%
RATOS AB-B SHS1.13%
NEW MOUNTAIN FINANCE CORP COMMON STOCK1.05%
PARTNERS GROUP PRIVATE EQUITY LTD1.02%
SLR Investment Corp.0.97%
Chrysalis Investments Ltd.0.84%
Repurchase Agreement0.55%
FX Spot Contract: EUR/USD SETTLE 2026-01-050.01%
SWEDISH KRONA0.01%
SWISS FRANC0.01%
British Pound0.00%
FX Forward Contract: CAD/USD SETTLE 2026-03-180.00%
SOUTH AFRICAN RAND0.00%

BRCAX (April 30, 2026)

SecurityWeight
Invesco Treasury Portfolio, Institutional Class30.98%
Invesco Government & Agency Portfolio, Institutional Class16.73%
Invesco Liquidity Funds PLC, Invesco US Dollar Liquidity Portfolio, Agency Class16.50%
U.S. Treasury Floating Rate Notes6.89%
U.S. Treasury Floating Rate Notes6.85%
U.S. Treasury Notes6.85%
US ULTRA BOND CBT Sep255.72%
Bank of Montreal3.20%
Canadian Imperial Bank of Commerce2.24%
Royal Bank of Canada2.21%
Canadian Imperial Bank of Commerce1.83%

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