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SEA vs ICBAX

Shared holdings
3
SEA covered by ICBAX
8.62%
ICBAX covered by SEA
8.62%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SEA (March 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC6.47%
KUEHNE & NAGEL-R4.55%
FRST AM-GV OB-X4.54%
BW LPG LTD4.40%
SITC4.32%
WAN HAI LINES4.20%
Receive EVERGREEN MARINE Pay Overnight Rate -1.754.11%
COSCO SHIP HOL-H4.10%
HAFNIA LTD4.01%
ORIENT OVERSEAS3.95%
Teekay Corporation Ltd.3.85%
Danaos Corp3.62%
NIPPON YUSEN KK3.52%
Global Ship Lease, Inc., Class A3.49%
YANG MING MARINE2.92%
ZTO Express (Cayman) Inc. SPONSORED ADS A2.82%
LOGISTA2.78%
J&T GLOBAL EXPRE2.70%
SF HOLDINGS CO2.67%
FEDEX CORP2.65%
EXPEDITORS INTL OF WASH INC2.65%
UNITED PARCEL SERVICE INC CL B2.64%
DHL GROUP2.58%
BRAMBLES LTD2.57%
DSV PANALPINA A S2.50%
TORM PLC-A1.98%
Teekay Tankers Ltd., Class A1.98%
MATSON INC1.93%
DHT HOLDINGS INC1.90%
MITSUI OSK LINES1.85%
COSCO SHIP ENG-H1.74%
FIRST AM-TR OB-X0.01%

ICBAX (March 31, 2026)

SecurityWeight
FRST AM-GV OB-X7.08%
CENTURY ALUMINUM COMPANY5.53%
HF SINCLAIR CORP4.94%
PHILLIPS 664.81%
CARPENTER TECHNOLOGY CORP4.75%
ZTO Express (Cayman) Inc. SPONSORED ADS A4.55%
CVR ENERGY INC4.36%
CAMECO CORP4.09%
ANTERO RESOURCES3.58%
DOUGLAS DYNAMICS INC3.24%
BHP Group Ltd. SPONSORED ADS3.23%
TEREX CORP2.67%
BALL CORP2.63%
Direxion Small Cap Bull 3X Shares2.59%
BARRICK MINING CORP2.55%
ARCELORMITTAL CL A SPN GDR (NY REG)2.55%
SPIRE INC2.46%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC2.39%
INSTEEL INDUSTRIES INC2.36%
O-I GLASS INC2.26%
NATL FUEL GAS CO2.16%
SCOTTS MIRACLE GRO CO2.15%
DOMINION ENERGY INC2.12%
DELUXE CORP2.08%
Kornit Digital Ltd. (Israel)2.04%
BRADY CORPORATION CL A2.02%
SOUTHWEST GAS HOLDINGS INC1.96%
BRINK'S CO/THE1.95%
TUTOR PERINI CORP1.75%
NYLI CBRE Global Infrastructure Megatrends Term Fund COM1.63%
STEEL DYNAMICS INC1.49%
TETRA TECH INC1.36%
UNITED PARCEL SERVICE INC CL B1.26%
iShares Trust GLOBAL ENERG ETF1.22%
STANLEY BLACK and DECKER INC0.96%
Compania de Minas Buenaventura S.A.A. SPONSORED ADR0.65%
3D SYSTEMS CORP DEL0.53%
Trinseo PLC SHS0.04%
TPI COMPOSITES INC0.00%

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