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SCAP vs STRLX

Shared holdings
4
SCAP covered by STRLX
7.46%
STRLX covered by SCAP
7.46%

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.

SCAP (Feb. 28, 2026)

SecurityWeight
GLOBAL NET LEASE INC4.21%
HUNTINGTON INGALLS INDUSTRIES INC3.70%
STONEX GROUP INC3.70%
EAST WEST BNCRP3.49%
BANK OF NT BUTTERFIELD & SON LTD/THE3.41%
STANDARDAERO INC3.28%
BRAEMAR HOTELS and RESORTS INC2.95%
WYNN RESORTS LTD2.94%
CELSIUS HOLDINGS INC2.91%
NEW YORK TIMES CO CL A2.91%
KB HOME2.90%
CASEY'S GENERAL2.88%
TOLL BROTHERS INC2.77%
NORTHWESTERN ENERGY GROUP INC2.73%
CHORD ENERGY CORP2.67%
HALOZYME THERAPEUTICS INC2.64%
OTTER TAIL CORPORATION2.60%
VIAVI SOLUTIONS INC2.46%
POPULAR INC2.27%
PREFERRED BANK LOS ANGELES2.18%
AGNC INVESTMENT CORP2.12%
WESTERN UNION CO2.01%
OKTA INC CL A1.94%
KKR & Company, Inc., Convertible, 6.250%1.89%
REGAL REXNORD CORP1.83%
KILROY REALTY CORP1.79%
DRAFTKINGS INC1.77%
AVIENT CORP1.77%
MKS INSTRUMENTS INC1.71%
LAZARD INC CL A1.68%
APOLLO GLOBAL MANAGEMENT PFD1.67%
GODADDY INC CL A1.51%
HOULIHAN LOKEY I1.34%
KONTOOR BRANDS INC1.33%
RITHM CAPITAL CORP1.26%
AGNC Investment Corp., Series D, Pfd.1.23%
WESTERN ALLIANCE BANCORP1.21%
ADVANSIX INC1.18%
PARK H&R INC1.18%
Chimera Investment Corp., Series B, Pfd.1.10%
EQUINOX GOLD COR1.08%
Brighthouse Financial, Inc., Series B, Pfd.0.99%
HERC HOLDINGS INC0.96%
JFROG LTD0.90%
SPX TECHNOLOGIES INC0.82%
Whirlpool Corp0.79%
GENIUS SPORTS LTD0.73%
Brighthouse Financial, Inc., Series C, Pfd.0.69%
TPG Mortgage Investment Trust Inc0.48%
GENERAC HOLDINGS INC0.43%

STRLX (March 31, 2026)

SecurityWeight
MASTEC INC7.40%
CASEY'S GENERAL5.98%
CACI INTL-A4.45%
CURTISS WRIGHT CORPORATION3.55%
NISOURCE INC3.48%
PHILLIPS 663.12%
OSHKOSH CORP2.89%
SOUTHWEST GAS HOLDINGS INC2.88%
Federated Hermes Treasury Oligations Fund2.67%
PERFORMANCE FOOD GROUP CO2.53%
UNITED RENTALS INC2.35%
EASTGROUP PROP2.24%
WINTRUST FINL2.19%
HANOVER INSURANCE GROUP INC2.19%
AVERY DENNISON CORP2.16%
POWELL INDUSTRIES INC2.11%
CARLISLE COS INC2.09%
REGAL REXNORD CORP1.95%
ARROW ELECTRONICS INC1.95%
AMERIPRISE FINANCIAL INC1.90%
DIGITAL REALTY TRUST INC1.89%
KULICKE and SOFFA INDUSTRIES INC1.89%
BJS WHSL CLUB HLDGS INC1.83%
ZOOM VIDEO COMMUNICATIONS INC CL A1.82%
SABRA HEALTHCARE REIT INC1.79%
QNITY ELECTRONICS INC1.77%
EAST WEST BNCRP1.73%
THERMO FISHER SCIENTIFIC INC1.72%
PTC INC1.70%
TAKE-TWO INTERACTV SOFTWR INC1.59%
ONTO INNOVATION INC1.58%
PULTEGROUP INC1.54%
BRIXMOR PROPERTY1.52%
MATADOR RESOURCES COMPANY1.52%
WILLIAMS-SONOMA INC1.49%
MID AMERICA APT CMNTY INC1.46%
GULFPORT ENERGY CORP1.41%
UMB FINANCIAL CORP1.39%
REVVITY INC1.35%
HUNTINGTON BANCSHARES INC1.25%
COMMVAULT SYSTEMS INC1.20%
DORMAN PRODUCTS INC1.12%
MASCO CORPORATION1.08%
ICON PLC1.06%
AVIENT CORP1.02%
FISERV INC0.88%
FORTUNE BRANDS INNOVATIONS INC0.83%
SKYWORKS SOLUTIONS INC0.48%

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