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SEA vs LBAY

Shared holdings
3
SEA covered by LBAY
13.02%
LBAY covered by SEA
13.02%

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%

LBAY (Feb. 28, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC7.11%
FRST AM-GV OB-X6.04%
HECLA MINING CO4.13%
NEWMONT CORP3.76%
ALAMOS GOLD INC A3.74%
VAIL RESORTS INC3.37%
KEURIG DR PEPPER INC3.33%
ALTRIA GROUP INC3.21%
AMRIZE LTD3.16%
AVISTA CORP3.14%
PG&E CORP2.93%
ESSENTIAL UTILITIES INC2.92%
AGNC Investment Corp., Series F, Pfd.2.87%
DOW INC2.85%
EPR Properties 5.750% Preferred2.81%
EXXON MOBIL CORP2.80%
HONEYWELL INTL INC2.78%
RANGE RESOURCES CORP2.68%
PHILLIPS 662.65%
BECTON DICKINSON and CO2.58%
WHIRLPOOL CORP2.51%
BUNGE GLOBAL SA2.49%
OLD REPUBLIC INTL CORP2.43%
HALLIBURTON CO2.34%
MILLROSE PROPERTIES INC2.23%
LYONDELLBASELL INDS CLASS A2.23%
UNION PACIFIC CORP2.20%
VIATRIS INC2.17%
ZIMMER BIOMET HO2.15%
CARRIER GLOBAL CORP2.08%
UNITED PARCEL SERVICE INC CL B2.01%
RIO TINTO PLC SPON ADR1.81%
MARZETTI COMPANY/THE1.78%
FEDERAL NATIONAL MORTGAGE ASSOCIATION1.35%
FREDDIE MAC1.33%
WATERS CORP0.00%

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