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SAMZX vs PLEBX

Shared holdings
8
SAMZX covered by PLEBX
8.15%
PLEBX covered by SAMZX
8.15%

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.

SAMZX (March 31, 2026)

SecurityWeight
US TREASURY N/B9.43%
US TREASURY N/B9.01%
US TREASURY N/B6.50%
U.S. Treasury Inflation-Linked Notes6.15%
US TREASURY N/B5.76%
US TREASURY N/B2.23%
Fannie Mae Pool1.98%
Fannie Mae Pool1.60%
G2 MA82011.59%
Ginnie Mae II Pool1.52%
Freddie Mac Pool1.48%
Fannie Mae Pool1.45%
Freddie Mac Pool1.33%
Fannie Mae Pool1.23%
DREYFUS GOVT CASH MGMT FUND1.08%
Freddie Mac Pool1.08%
Ginnie Mae II Pool1.03%
US TREASURY N/B1.02%
FR SD59830.91%
Freddie Mac Pool0.90%
Fannie Mae Pool0.89%
VDC 2020-2A A20.88%
Freddie Mac Gold Pool0.86%
MORGAN STANLEY0.80%
Fannie Mae Pool0.79%
G2 MA83460.76%
Freddie Mac Gold Pool0.73%
Fannie Mae Pool0.71%
Freddie Mac Pool0.71%
PG&E WILDFIRE0.70%
Freddie Mac Pool0.69%
Rocket Cos., Inc.0.68%
Fannie Mae Pool0.65%
FN FA45350.65%
Fannie Mae Pool0.63%
ADT Security Corp/The 4.13 08/01/20290.63%
FN FA45610.62%
PEPSICO INC0.62%
NRG ENERGY INC REGD 144A P/P 3.375000000.62%
Fannie Mae Pool0.62%
Carnival Corp.0.62%
Lithia Motors, Inc.0.61%
Freddie Mac Gold Pool0.61%
Ginnie Mae II Pool0.60%
GGAM FIN. LTD 5.875%0.60%
FORDR 2023-1 A 144A 4.85% 08-15-350.59%
VENTURE GLOBAL PLAQUE SR SECURED 144A 12/30 6.1250.59%
Freddie Mac Pool0.57%
VZMT 2025-4 A 144A 4.76% 03-21-330.57%
PFIZER INVSTMNT0.57%

PLEBX (March 31, 2026)

SecurityWeight
US TREASURY N/B9.14%
US TREASURY N/B6.64%
US TREASURY N/B5.67%
US BANK MMDA - USBGFS 93.10%
US TREASURY N/B1.43%
FR SD83001.43%
Fannie Mae Pool1.16%
Freddie Mac Pool1.15%
US TREASURY N/B1.12%
GCAT 2026-NQM2 Trust1.10%
FNMASECY1.07%
FN MA56141.04%
JPMORGAN CHASE1.01%
MORGAN STANLEY1.01%
BANK OF AMER CRP0.99%
G2 MA83460.95%
FHLG 30YR 5% 03/01/2056#RQ01020.86%
FN MA57350.84%
FEDERAL HOME LN MTG MLT CTF GT 4.12% 12/25/20320.80%
US TREASURY N/B0.80%
AOMT 2026-2 4.684% 02/25/2071 144A0.71%
GOLDMAN SACHS GP0.67%
FN MA46260.60%
FHMS K756 A20.56%
WELLS FARGO CO0.56%
RPLDCI 6.581 05/30/49 144A0.56%
AMERICAN INTERNA0.55%
OBX 2026-NQM4 Trust0.55%
A&D Mortgage Trust 2026-NQM20.54%
CMO0.53%
FR SD85320.51%
ONEOK INC0.51%
FNMA POOL MA5699 FN 05/55 FIXED 50.51%
Government National Mortgage Association0.48%
FN MA55300.48%
FN MA55830.48%
Vistra Operations Co. LLC0.48%
WELLS FARGO CO0.47%
MARS INC0.44%
G2 MB03050.42%
ENERGY TRANS0.39%
MORGAN STANLEY0.38%
BNP PARIBAS0.38%
Nippon Life Insurance Co.0.37%
FHMS K-159 A20.36%
UMBS, 30 Year0.36%
Uniform Mortgage-Backed Securities0.36%
FN MA55290.36%
Fannie Mae Pool0.36%
BRAVO Residential Funding Trust Series 2026-NQM20.35%

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