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SIFI vs OSTIX

Shared holdings
14
SIFI covered by OSTIX
6.67%
OSTIX covered by SIFI
6.67%

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.

SIFI (Jan. 31, 2026)

SecurityWeight
NOVELIS CORP REGD 144A P/P 4.750000001.25%
HOME DEPOT INC1.21%
DEUTSCHE TEL FIN1.13%
JDE PEET S NV COMPANY GUAR 144A 09/31 2.251.12%
RCOLIN 12.25 09/01/29 144A1.03%
Wayfair LLC1.01%
CVR ENERGY INC REGD 144A P/P 8.500000001.01%
JAPAN TOBACCO INC SR UNSECURED 144A 06/30 5.251.00%
OTEXCN 6.9 12/01/27 144A1.00%
APPLOVIN CORP0.99%
GMABDC 6.25 12/15/32 144A0.99%
DLX 8 06/01/29 144A0.98%
XPO INC REGD 144A P/P 6.250000000.98%
ALTRIA GROUP INC0.98%
Flutter Treasury DAC0.98%
ONEMAIN FIN. CORP 6.75%0.98%
FORD MOTOR CRED0.97%
RELX CAPITAL INC0.96%
PROG HOLDINGS INC REGD 144A P/P 6.000000000.96%
UPBOUND GRP INC0.96%
HCA INC0.96%
CCL 4 08/01/28 144A0.95%
VRT 4.125 11/15/28 144A0.95%
IBM CORP0.95%
NWSA 3.875 05/15/29 144A0.94%
BROADCOM INC0.93%
TRINET GROUP INC REGD 144A P/P 3.500000000.91%
Allison Transmission, Inc.0.91%
ZOOM COMMUNICATIONS INC0.90%
DELTA/SKYMILES0.89%
PRXNA 3.061 07/13/310.88%
SALESFORCE.COM0.86%
MPW 4.625 08/01/290.83%
NFICN 9.25 07/01/30 144A0.79%
STARZ CAPITAL HOLDINGS REGD 144A P/P 5.500000000.79%
Carnival Corp.0.79%
STX 9.625 12/01/32 144a0.73%
TUTOR PERINI CRP0.71%
ENVA 9 1/8 08/01/290.68%
ARLP 8.625 06/15/29 144A0.68%
NSANY 7.75 07/17/32 144A0.68%
HLX 9.75 03/01/29 144A0.68%
DKL 8.625 03/15/29 144A0.67%
ORACLE CORP0.67%
Carvana Co0.67%
TALOS PRODUCTION INC SECURED 144A 02/29 90.67%
Imperial Brands PLC 5.50 02/01/20300.67%
HF SINCLAIR CORP0.67%
PHILIP MORRIS IN0.67%
APU 9.375 06/01/28 144A0.67%

OSTIX (March 31, 2026)

SecurityWeight
MSILF-TR SEC-INS2.35%
Federated U.S. Treasury Cash Reserves2.35%
First American US Treasury Money Market Fund2.21%
UNISYS CORP SR SECURED 144A 01/31 10.6251.29%
OXFORD FIN LLC/CO ISS II SR UNSECURED 144A 02/27 6.3751.26%
HAT Holdings I LLC / HAT Holdings II LLC1.16%
COEUR MINING INC REGD 144A P/P 5.125000001.16%
KEHEFO 9 02/15/29 144A1.15%
WESCO Distribution Inc1.14%
PITNEY BOWES INC REGD 144A P/P 7.250000001.11%
BANIJAY ENTERTAINMENT SAS1.09%
LIBERTY BROADBAND CORP CONV 3.125% 03/31/2053 144A1.06%
GRIFFON CORPORATION REGD 5.750000001.06%
Phillips 661.02%
CONDUENT BUS SRV1.02%
IMGCN 5.75 10/15/28 144A1.00%
UPBOUND GRP INC0.99%
AFRM 0 11/15/260.97%
Genuine Parts Co0.95%
KEN GARFF AUTOMOTIVE LLC REGD 144A P/P 4.875000000.95%
CIACN 7.875 07/15/32 144A0.95%
NWHM 9.25 10/01/29 144A0.94%
UNITED NATURAL FOODS INC REGD 144A P/P 6.750000000.92%
K HOVNANIAN ENTS. I 8.00%0.92%
JETBLUE AIRW/LOY0.91%
GLOBAL INFRASTRUCTURE SO REGD 144A P/P 5.625000000.89%
CPI CG INC REGD 144A P/P 10.000000000.89%
Air Canada Pass-Through Trust, Series 2020-1, Class C0.88%
Stanley Black & Decker Inc0.88%
SHORT TERMS0.88%
Keurig Dr Pepper Inc0.88%
Glencore Funding LLC0.88%
NUTRIEN LTD DISC COML PAPER COMMERCIAL PAPER (ISITC)0.88%
Fidelity National Information Services Inc0.88%
Constellation Energy Generation LLC0.88%
Brookfield Infrastructure Holdings Canada Inc0.88%
Crown Castle Inc0.88%
HCA Inc0.88%
Mondelez International Inc0.88%
Sherwin-Williams Co/The0.88%
BASF SE0.88%
PayPal Holdings Inc0.88%
WNC 4.5 10/15/28 144A0.88%
SXC 4.875 06/30/29 144A0.86%
Rogers Communications Inc/Ontario0.86%
Jabil Inc0.86%
Dollarama Inc0.86%
ALLEGIANT TRAVEL CO REGD 144A P/P 7.250000000.86%
EMPRCC 9.75 05/01/29 144A0.86%
VAC 3.25 12/15/270.84%

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