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SACTX vs PGF

Shared holdings
20
SACTX covered by PGF
8.78%
PGF covered by SACTX
8.78%

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.

SACTX (March 31, 2026)

SecurityWeight
VA TOBGEN 6.71 06/01/20469.53%
City of Kansas City, MO5.69%
Health Care Authority for Baptist Health/The4.43%
METLIFE INC JR SUBORDINA 144A 04/68 9.254.10%
MUNI ELEC-BABS-TXB3.54%
METLIFE INC3.02%
Cuyahoga (County of), OH (MetroHealth System), Series 2010 B, RB2.63%
Sports & Exhibition Authority of Pittsburgh and Allegheny County2.50%
Virgin Islands Water & Power Authority, Series C2.49%
PECO Energy Capital Trust IV2.31%
GOLDMAN SACHS GP2.14%
WASHOE CNTY NV HIGHWAY REVENUE1.89%
FL MIAGEN 7.5 04/01/20401.51%
MISSOURI JT MUNI ELEC UTILITY COMMISSION PWR PROJ REVENUE1.31%
AMERN MUN PWR-BABS-B1.30%
Pennsylvania Turnpike Commission1.30%
BANK OF NY MELLON CORP REGD V/R /PERP/ SER F 4.625000001.16%
New York City Industrial Development Agency1.16%
State of Hawaii1.14%
Colorado Mesa University1.08%
Virgin Islands Water & Power Authority - Electric System1.06%
AMERN MUN PWR-E-RMKT1.04%
New Jersey Educational Facilities Authority1.03%
Diversified Healthcare Trust PREFERRED STOCK1.01%
ENBRIDGE INC0.95%
Brookfield Infrastructure Partners L.P., Series 13, Pfd.0.94%
Constellation Energy LLC0.92%
AMERICAN FINL GROUP INC OHIO 5.625% PFD 06/01/20600.91%
Narragansett Bay Commission, Series 2020, Ref. RB0.89%
W R BERKLEY CORP PREFERRED STOCK 12/59 5.10.88%
VERIZON COMMUNICATIONS INC0.88%
SIMON PROPERTY0.87%
Wyandotte County Unifed School District No 500 Kansas City0.86%
Peralta Community College District0.77%
Athene Holding Ltd., Series D, Pfd.0.76%
Pennsylvania Turnpike Commission0.74%
Equitable Holdings, Inc., Series C, Pfd.0.74%
County of Washoe, NV0.74%
KeyCorp, Series G, Pfd.0.73%
Capital One Financial Corp., Series K, Pfd.0.73%
Entergy Mississippi LLC PREFERRED STOCK0.71%
FIFTH THIRD BANK0.70%
U.S. Bancorp, Series L, Pfd.0.69%
Public Storage, Series N, Pfd.0.69%
NEW YORK N Y CITY TRBLDG AID REV BDS0.67%
TX MIDMED 6.44 05/15/20390.65%
Bank of America Corp., Series PP, Pfd.0.65%
City of Chicago, IL Waterworks Revenue0.64%
KINDER MORGAN EN0.63%
American Financial Group, Inc., Pfd.0.63%

PGF (Jan. 31, 2026)

SecurityWeight
JPMorgan Chase & Co., Series EE, Pfd.2.68%
JPMorgan Chase & Co., Series DD, Pfd.2.44%
Wells Fargo & Co., Series Z, Pfd.2.28%
JPMorgan Chase & Co., Series MM, Pfd.2.14%
JPMorgan Chase & Co., Series LL, Pfd.2.12%
Allstate Corp. (The), Series H, Pfd.1.98%
Bank of America Corp., Series GG, Pfd.1.96%
Capital One Financial Corp., Series I, Pfd.1.86%
Bank of America Corp., Series KK, Pfd.1.81%
Athene Holding Ltd., Series A, Pfd.1.70%
JPMorgan Chase & Co., Series JJ, Pfd.1.69%
M&T Bank Corp., Series J, Pfd.1.61%
Bank of America Corp., Series LL, Pfd.1.60%
MetLife, Inc., Series F, Pfd.1.59%
MetLife, Inc., Series E, Pfd.1.55%
Charles Schwab Corp. (The), Series D, Pfd.1.51%
MS 6 5/8 PERP1.51%
Morgan Stanley, Series P, Pfd.1.47%
Morgan Stanley, Series I, Pfd.1.46%
CAPITAL ONE FINANCIAL CORP SER J 5% PFD PERP1.45%
Truist Financial Corp., Series R, Pfd.1.45%
Morgan Stanley, Series K, Pfd.1.42%
MORGAN STANLEY SER O 4.5% PFD PERP1.34%
Equitable Holdings, Inc., Series A, Pfd.1.34%
Bank of America Corp., Series QQ, Pfd.1.32%
Wells Fargo & Co., Series AA, Pfd.1.31%
Wells Fargo & Co., Series DD, Pfd.1.28%
The Allstate Corporation DEPOSITARY SHARES EACH REPRESENTING A 1/1,000TH INTEREST IN A SHARE OF FIXED RATE NONCUMULATIVE PERPETUAL PREFERRED STOCK, SE1.28%
Morgan Stanley, Series E, Pfd.1.27%
Morgan Stanley, Series F, Pfd.1.24%
Bank of America Corp., Series HH, Pfd.1.23%
KEYCORP PREFERRED STOCK VAR1.21%
Synchrony Financial, Series A, Pfd.1.18%
JXN 8 PERP1.15%
Bank of America Corp., Series NN, Pfd.1.13%
Wells Fargo & Co., Series CC, Pfd.1.11%
U.S. Bancorp, Series K, Pfd.1.08%
LNC 9 PERP1.07%
JPMorgan Chase & Co., Series GG, Pfd.1.06%
Synchrony Financial, Series B, Pfd.1.04%
Athene Holding Ltd., Series E, Pfd.1.03%
BANK OF NEW YORK MELLON CORP/T PREFERRED STOCK VAR1.03%
TRUIST FINL CORP SER O 5.25% PFD PERP1.02%
RF 6.95 PERP1.01%
KeyCorp, Series E, Pfd.1.00%
US BANCORP SER M 4% PFD PERP0.99%
RF 5.7 PERP0.99%
Wells Fargo & Co., Series Y, Pfd.0.96%
State Street Corp., Series G, Pfd.0.93%
NYCB 6 3/8 PERP0.93%

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