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SAMT vs SIXA

Shared holdings
9
SAMT covered by SIXA
17.55%
SIXA covered by SAMT
17.55%

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.

SAMT (March 31, 2026)

SecurityWeight
QUANTA SERVICES INC COMMON STOCK4.38%
ENTERGY CORP3.93%
EDISON INTL3.68%
OCCIDENTAL PETROLEUM CORP3.68%
MARRIOTT INTL-A3.57%
VENTURE GLOBAL INC3.48%
SPHERE ENTERTAINMENT CO3.40%
CHEVRON CORP3.31%
WALMART INC3.27%
AMPRIUS TECHNOLOGIES INC3.20%
CME GROUP INC CL A3.15%
ALPHABET INC CL A3.13%
PLANET LABS PBC A3.10%
WASTE MANAGEMENT INC3.06%
JOHNSON&JOHNSON2.96%
DUKE ENERGY CORP NEW2.95%
COSTCO WHOLESALE CORP2.93%
ARCHER-DANIELS-MIDLAND CO COMMON STOCK2.92%
MERCK & CO2.91%
iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF2.90%
US TREASURY 3 MONTH BILL ETF2.90%
COCA-COLA CO/THE2.89%
VENTAS INC REIT2.88%
GE VERNOVA LLC2.85%
AFLAC INC COMMON STOCK2.68%
ROCKWELL AUTOMATION INC2.65%
APPLE INC COMMON STOCK2.64%
ONTO INNOVATION INC2.60%
MCDONALDS CORP2.37%
MARVELL TECHNOLOGY INC2.20%
ROCKET LAB CORP2.13%
WESTERN DIGITAL CORP1.83%
SALESFORCE INC1.77%
KLA CORP1.70%

SIXA (Feb. 28, 2026)

SecurityWeight
ALTRIA GROUP INC5.75%
VERIZON COMMUNICATIONS INC4.36%
PEPSICO INC4.22%
AT&T INC4.08%
BRISTOL-MYERS SQUIBB CO2.89%
SOUTHERN CO2.83%
MERCK & CO2.83%
COLGATE-PALMOLIVE CO2.81%
DUKE ENERGY CORP NEW2.80%
JOHNSON&JOHNSON2.79%
AMERICAN TOWER CORP2.79%
CVS HEALTH CORP2.75%
PHILIP MORRIS INTL INC2.70%
MONDELEZ INTL INC2.69%
PFIZER INC2.68%
COMCAST CORP CL A2.66%
LILLY ELI and CO2.57%
US BANCORP DEL2.46%
GENERAL MOTORS CO2.43%
NVIDIA CORP2.41%
QUALCOMM INC2.39%
ALPHABET INC CL A2.35%
PALANTIR TECHNOLOGIES INC2.34%
GENERAL ELECTRIC CO1.44%
T-MOBILE US INC1.42%
PROCTER & GAMBLE1.41%
CATERPILLAR INC1.40%
COCA-COLA CO/THE1.40%
AMERICAN INTERNATIONAL GROUP COMMON STOCK1.39%
MCDONALDS CORP1.38%
SIMON PROPERTY1.36%
COSTCO WHOLESALE CORP1.36%
ABBOTT LABORATORIES COMMON STOCK1.36%
WALMART INC1.35%
GILEAD SCIENCES INC1.34%
GENERAL DYNAMICS CORPORATION1.32%
RTX CORPORATION COMMON STOCK1.31%
APPLE INC COMMON STOCK1.28%
BANK OF NEW YORK MELLON CORP COMMON STOCK1.27%
CISCO SYSTEMS INC1.26%
WALT DISNEY CO/T1.26%
BROADCOM INC1.24%
UBER TECHNOLOGIES INC1.19%
META PLATFORMS INC CL A1.17%
AMERICAN EXPRESS CO COMMON STOCK1.13%
PUT Amazon.com, Inc. 01/02/2026 P2051.10%
INTUIT INC1.06%
Invesco Government & Agency Portfolio, Institutional Class0.17%

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