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SIO vs TSDLX

Shared holdings
14
SIO covered by TSDLX
7.39%
TSDLX covered by SIO
7.39%

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.

SIO (March 31, 2026)

SecurityWeight
US TREASURY N/B7.32%
US TREASURY N/B5.32%
US TREASURY N/B5.26%
US TREASURY N/B4.18%
UNITED STATES TREASURY INFLATION INDEXED BONDS I/L 2.375% 02-15-564.01%
US TREASURY N/B3.06%
DREY-GVT CSH-I1.37%
Medline Borrower, L.P.0.77%
FR SL39610.74%
Videotron, Ltd.0.74%
GEN MOTORS FIN0.74%
SABRA HEALTH CAR0.74%
PHILIP MORRIS IN0.73%
Molex Electronic Technologies, LLC0.73%
VICI PROPERTIES / NOTE REGD 144A P/P 4.625000000.73%
MTH 3.875 04/15/29 144A0.73%
BX Trust, Series 2019-OC11, Class E0.73%
GOLDMAN SACHS GP0.73%
MARS INC0.72%
POLARIS INC0.70%
JP MORGAN MORTGAGE TRUST 2018 60.68%
INVITATION HOMES0.66%
MWXCAP 4.625 04/01/29 144A0.66%
SRE 3 1/4 01/15/320.65%
Truist Financial Corp., Series A0.64%
ARES CAPITAL COR0.64%
GLOBAL PAY INC0.63%
United Airlines Pass Through Certificates, Series 2015-10.63%
HCA INC0.63%
GSMS 2016-GS2 C FRN 05-10-490.61%
AT&T INC0.61%
BARCLAYS PLC0.61%
TXT V0 02/15/42 144A0.60%
CMS ENERGY0.59%
CSMC Trust, Series 2017-TIME, Class A0.59%
CITIGROUP INC0.59%
META PLATFORMS0.58%
HNGRY 2020-1A A20.57%
Jimmy John's Funding, LLC, Series 2017-1A, Class A2II0.57%
MTB F 02/01/270.56%
HF SINCLAIR CORP0.56%
TIMKEN CO0.56%
STT F 06/15/470.55%
STORE CAPITAL LLC SR UNSECURED 12/31 2.70.55%
US TREASURY N/B0.55%
ORACLE CORP0.55%
Element Fleet Management Corp.0.54%
AMCOR FLEXIBLES0.53%
PNC F 06/01/280.53%
CHENIERE ENERGYP0.52%

TSDLX (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B10.08%
T Rowe Price Government Reserve Investment Fund4.32%
US TREASURY N/B3.87%
US TREASURY N/B2.14%
US TREASURY N/B1.72%
US TREASURY N/B1.68%
US TREASURY N/B1.36%
US TREASURY N/B1.24%
Medline Borrower, L.P.0.68%
US TREASURY N/B0.62%
IQVIA INC SR SECURED 02/29 6.250.50%
Hotwire Funding LLC0.50%
TREASURY RESERVE FUND - Collateral0.49%
IT 4.5 07/01/28 144A0.48%
US TREASURY N/B0.48%
SONIC CAPITAL LLC SONIC 2020 1A A2II 144A0.48%
CROWN CASTLE INC CP 0% 03/19/20260.47%
UPJOHN INC0.44%
CROWN CASTLE INT0.43%
NYMT LOAN TRUST 2026-INV10.43%
OVINTIV INC DISC COML 0.00 25MAR260.43%
DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2026-INV10.42%
HNGRY 2024-1A A20.41%
BAYER US FIN II LLC 4.375% 12/15/2028 144A0.41%
UMBS0.40%
ROGERS COMMUNIC0.39%
ABBVIE INC0.39%
Driven Brands Funding LLC, Series 2021-1A, Class A20.38%
FOUNDRY JV HOLDC0.37%
ALLY BK MIDVALE UTAH 2025-B B 4.501% 09/15/2033 144A0.37%
CONTINENTAL RESO0.37%
GLOBAL PAY INC0.35%
MATTEL INC0.35%
FREDDIE MAC POOL0.34%
BACARDI / MARTIN0.33%
SYMPHONY CLO LTD SYMP 2022 37A AR2 144A0.33%
HUNTINGTON BANCS0.32%
BCC 2020-5A ARR 4/340.32%
GOLDMAN SACHS GP0.32%
GLOBAL PMTS INC0.32%
HCA Inc0.32%
MSCI INC REGD 144A P/P 3.875000000.31%
FNCL 5 3/240.31%
G2 MA83460.30%
Brunswick Corp/DE0.30%
BOOZ ALLEN HAMILTON INC COMPANY GUAR 144A 07/29 40.29%
FNMA 30YR 5% 10/01/2055#CC11540.29%
EFMT 2025-INV50.29%
CHARLES SCHWAB0.28%
KKR FINANCIAL CLO LTD KKR 40A AR 144A0.28%

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