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PTAOX vs PCL

Shared holdings
14
PTAOX covered by PCL
3.70%
PCL covered by PTAOX
3.70%

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.

PTAOX (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B2.45%
FRST AM-GV OB-X1.88%
US TREASURY N/B1.84%
United States Treasury Strip Principal0.69%
United States Treasury Strip Principal0.68%
United States Treasury Strip Principal0.66%
U.S. Treasury Bonds0.63%
United States Treasury Strip Principal0.62%
U.S. Treasury Bonds0.62%
United States Treasury Strip Principal0.61%
US TREASURY N/B0.55%
U.S. Treasury STRIPS Principal0.48%
United States Treasury Strip Principal0.47%
CENT PUGET SOUND0.44%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Build America Taxable Bonds, Series 2009A0.40%
TX TRANS COMM BABS0.40%
US TREASURY N/B0.39%
MA ST0.38%
INDIANA ST FIN AUTH REVENUE INSFIN 02/39 FIXED 6.5960.38%
CLARK ARPT-TXB-C-BABS0.38%
N TX HWY-TXB-B0.37%
ALAMEDA JT PWRS-A-TXB0.35%
Metropolitan Washington Airports Authority Dulles Toll Road Revenue0.34%
City of Gainesville FL Utilities System Revenue0.34%
CALIFORNIA BABS0.34%
United States Treasury Strip Principal0.33%
REGL TRNSP DIST-BABS0.32%
NJ TRN TR FD BABS0.31%
City of Tacoma WA Water Revenue0.31%
Triborough Bridge & Tunnel Authority, Series B0.31%
DALLAS CONV CTR0.30%
Detroit City School District General Obligation Unlimited0.29%
Metropolitan Transit Authority of Harris County Sales & Use Tax Revenue0.29%
CHICAGO ARPT-BABS-B0.28%
University of Alabama/The0.26%
BOOZ ALLEN HAMILTON INC REGD 5.950000000.26%
SCIENCE APPLICATIONS INT REGD 144A P/P 4.875000000.26%
LA DEPT WTR/PWR-BABS0.25%
E BAY MUD-BABS-SUB0.25%
NJ TPK-F-TXB0.24%
CA TXB-VAR PURP0.24%
DALLAS-FORT WORTH-C0.24%
US TREASURY N/B0.24%
AMAZON.COM INC0.23%
MIAMI-DADE CNTY FL TRANSIT SALES SURTAX REVENUE0.21%
JP Morgan Mortgage Trust 2021-130.21%
University of Massachusetts Building Authority, Series 2010-20.21%
UNIV OF SOUTHERN0.20%
LA DEPT WTR & PWR-BAB0.20%
PG&E RECOV FND0.20%

PCL (Feb. 27, 2026)

SecurityWeight
JPMORGAN CHASE3.15%
WELLS FARGO CO2.68%
UNITEDHEALTH GRP2.67%
US TREASURY N/B2.33%
AT&T INC2.23%
BOEING CO2.14%
BANK OF AMER CRP2.11%
CAN NATURAL RES2.04%
FAIRFAX FINL HLD1.97%
MORGAN STANLEY1.97%
CHARTER COMM OPT1.95%
ANHEUSER-BUSCH1.80%
FLORIDA PWR & LT1.69%
AMGEN INC1.69%
COMCAST CORP1.61%
WILLIAMS COS INC1.60%
ENTERPRISE PRODU1.59%
CITIGROUP INC1.53%
GOLDMAN SACHS GP1.49%
ENERGY TRANSFER1.42%
DUKE ENERGY OHIO1.37%
NORTHERN ST PR-W1.27%
ABBVIE INC1.26%
MICROSOFT CORP1.15%
META PLATFORMS1.11%
ALPHABET INC1.10%
ONEOK INC1.09%
MORGAN STANLEY1.09%
SOUTHERN CAL ED1.03%
MPLX LP0.98%
WELLPOINT INC0.97%
BROADCOM INC0.96%
COMMONWEALTH EDI0.95%
ALEXANDRIA REAL0.89%
NEVADA POWER CO0.83%
MARS INC0.81%
AMEREN ILLINOIS0.81%
ORACLE CORP0.80%
UNUM GROUP0.78%
CITIGROUP INC0.78%
DUKE ENERGY IND0.78%
US TREASURY N/B0.77%
UNITED TECH CORP0.74%
JPMORGAN CHASE0.73%
CIGNA GROUP/THE0.73%
APPLE INC0.72%
ORACLE CORP0.71%
DOMINION ENERGY0.71%
US TREASURY N/B0.71%
VERIZON COMM INC0.69%

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