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SCTAX vs PBCAX

Shared holdings
18
SCTAX covered by PBCAX
6.90%
PBCAX covered by SCTAX
6.90%

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.

SCTAX (March 31, 2026)

SecurityWeight
CALIFORNIA ST HLTH FACS FING AUTH REVENUE1.92%
CALIFORNIA COMMUNITY VAR1.88%
State of California1.87%
CALIFORNIA ST MUNI FIN AUTH REVENUE1.82%
LOS ANGELES USD-A1.82%
SANTA ANA CA UNIF SCH DIST1.74%
CALIFORNIA ST INFRASTRUCTURE & ECON DEV BANK REVENUE1.66%
LOS ANGELES DEPT-C1.52%
HAYWARD UN SD-COPS1.51%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 A, RB1.44%
WASTE MANAGEMENT INC (MPT) 3.45% 10-01-411.38%
California (State of) Housing Finance Agency, Series 2019 A-2, RB1.34%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.24%
SAN FRANCISCO CITY & CNTY CA COPS1.23%
CA MUNI FIN AUTH1.22%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.14%
SAN DIEGO COUNTY REGIONAL AIRP SDGAPT 07/56 FIXED 51.13%
CALIFORNIA ST MUNI FIN AUTH REVENUE1.08%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE1.07%
CHF-RIVERSIDE II LLC 5.0% 05-15-521.01%
California Community Choice Financing Authority, Series F1.00%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.98%
HENRY MAYO NEWHALL HOSPITAL OBLIGATED GROUP 5.0% 10-15-470.98%
CALIFORNIA COMMUNITY VAR0.97%
LOMA LINDA UNIVERSITY MEDICAL CENTER OBLIGATED GROUP 5.25% 12-01-440.96%
Glendale (City of), AZ, Series 2024, RB0.96%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2019 A, RB0.94%
CALIFORNIA STWD CMNTYS DEV AUTH REVENUE0.93%
Los Angeles (City of), CA Department of Airports, Series 2017 A, RB0.93%
CALIFORNIA ST STWD CMNTYS DEV AUTH SPL TAX REVENUE0.93%
MSR Energy Authority, Series B0.88%
DELANO CA UNION HIGH SCH DIST0.84%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.83%
CALIFORNIA COMMUNITY VAR0.79%
UNIV OF CALIFORNIA CA REVENUES0.79%
COLLEGE OF THE SEQUOIAS VISALIA AREA IMPROVEMENT DISTRICT NO 2 5.0% 08-01-540.77%
INLAND VLY CA DEV AGY SUCCESSOR AGY TAX ALLOCATION0.75%
MERCED CA IRR DIST WTR & HYDROELECTRIC SYS REVENUE0.75%
Oakland Redevelopment Successor Agency, California, Tax Allocation Bonds, Refunding Subordinated Series 2015-TE0.75%
San Jose (City of), CA, Series 2017 A, Ref. RB0.75%
LASSEN CA MUNI UTILITY DIST COPS0.73%
Folsom Cordova Unified School District School Facilities Improvement Dist No 50.71%
UNIV OF CA REGENTS -P0.67%
Modesto Irrigation District, Series A0.65%
CA ST SCH FIN AUTH-A0.62%
Orange County Water District, Series 2003A0.62%
SAN JOAQUIN VLY CLEAN ENERGY AUTH CA CLEAN ENERGY REVENUE0.61%
Central Valley Energy Authority, Series 20260.59%
SACRAMENTO CNTY CA ARPT SYS REVENUE0.57%
ROMOLAND CA SCH DIST SPL TAX0.56%

PBCAX (Feb. 27, 2026)

SecurityWeight
(PIPA070) PGIM Core Government Money Market Fund3.87%
State of California, Series 2024, GO Bonds1.40%
CALIFORNIA COMMUNITY VAR1.38%
LONG BEACH CALIF BD FIN AUTH NAT GAS PUR REV SER A1.15%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB1.15%
CA STWD CMNTYS DEV-B0.96%
UNIV OF CALIFORNIA CA REVENUES0.95%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2023, RB0.91%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB0.89%
California Infrastructure & Economic Development Bank0.87%
CALIFORNIA COMMUNITY VAR0.87%
California (State of) Housing Finance Agency, Series 2021-1A, Revenue Ctfs.0.85%
CA STWD CMNTYS-A0.83%
California (State of) Housing Finance Agency, Series 2019 A-2, RB0.83%
California Community Choice Financing Authority, Series F0.83%
CALIFORNIA ST MUNI FIN AUTH MF REGD B/E FHLMC C 3.750000000.82%
CA ST PUB WKS-C-REF0.80%
CALIFORNIA COMMUNITY VAR0.80%
San Diego County Regional Airport Authority0.78%
LOS ANGELES DEPT-B0.77%
City of Santa Clara CA Electric Revenue0.76%
KAISER FOUNDATION HOSPITALS (MPT) 5.0% 06-01-410.75%
PROVIDENCE ST JOSEPH HEALTH OBLIGATED GROUP (MPT) 5.0% 10-01-390.74%
CA OXNSCD 0 02/01/20310.70%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.250000000.68%
STHRN CA PUB PWR-B0.68%
STATE OF CALIFORNIA0.68%
CA CASGEN 4.05 07/20/20410.68%
DESERTXPRESS ENTERPRISES LLC (MPT) 3.5% 01-01-650.67%
State of California0.66%
California Community Choice Financing Authority, Series 2026 A-10.66%
PORT OF OAKLAND CA REGD N/C B/E AMT 5.000000000.66%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2022 A-1, RB0.65%
UNITED AIRLINES INC 4.0% 07-15-290.65%
University of California0.64%
Port of Los Angeles 5.00% 08/01/20350.63%
UNIV OF CALIFORNIA CA0.62%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB0.61%
Vernon (City of), CA, Series 2021 A, RB0.60%
STHRN CA PUB PWR-A0.60%
CALIFORNIA ST MUNI FIN AUTH MU CASMFH 02/41 ADJUST OID VAR0.60%
CALIFORNIA COMMUNITY VAR0.60%
CA CCEDEV 5 03/01/20360.58%
Orange (County of), CA Community Facilities District No. 2015-1 (Esencia Village), Series 2015 A, RB0.58%
California (State of) Health Facilities Financing Authority (Sutter Health), Series 2018 A, RB0.58%
CA STWD CMNTYS-H0.57%
State of California0.57%
University of California, Series 2026 CE0.57%
CALIFORNIA ST-A-REF0.57%
State of California0.57%

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