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TSIIX vs TPLS

Shared holdings
171
TSIIX covered by TPLS
20.55%
TPLS covered by TSIIX
20.55%

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.

TSIIX (March 31, 2026)

SecurityWeight
Thornburg Capital Management Fund2.04%
U.S. Treasury Inflation-Indexed Notes1.96%
US TREASURY N/B1.84%
G2 MA80981.37%
US TREASURY N/B1.31%
US TREASURY N/B1.14%
US TREASURY N/B1.01%
Freddie Mac Pool0.88%
G2 MA77060.77%
US TREASURY N/B0.62%
U.S. Treasury STRIPS Coupon0.39%
FN BV41190.39%
SALESFORCE INC0.37%
EMERA INC SUB (H) 6.75% 06-15-76/260.34%
COBKAC 6 1/4 PERP0.34%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0.25% 02/15/20500.33%
US TREASURY N/B0.33%
CORPBOND0.32%
SCIENCE APPLICATIONS INT REGD 144A P/P 4.875000000.32%
FR SD41750.32%
Westlake Automobile Receivables Trust 2022-20.30%
U.S. Treasury STRIPS Coupon0.30%
U.S. Treasury Inflation-Protected Indexed Bonds0.30%
FNMA POOL CB2301 FN 12/51 FIXED 30.30%
Government National Mortgage Association0.29%
Freddie Mac REMICS0.29%
Fannie Mae Pool0.29%
Eagle Funding LuxCo S.a.r.l.0.29%
JBYCMX 2.5 10/14/31 144A0.29%
Freddie Mac Pool0.28%
Research-Driven Pagaya Motor Trust 2025-60.28%
FHF Issuer Trust, Series 2025-2A, Class A20.28%
FLOWERS FOODS INC REGD 5.750000000.27%
FR RQ00640.27%
US TREASURY N/B0.27%
Fannie Mae REMICS0.26%
Saudi Arabian Mining Company0.26%
Freddie Mac Pool0.25%
Freddie Mac REMICS0.25%
SYNNEX CORP0.25%
Oracle Corp0.25%
KEHEFO 9 02/15/29 144A0.25%
FR SD81400.24%
U.S. Treasury STRIPS Coupon0.24%
ONE BRYANT PK TR 2019-OBP 2.51641% 09/15/2054 144A0.24%
Pegasus Hava Tasimaciligi AS0.24%
QORVO INC REGD 144A P/P 3.375000000.24%
CNTL AMR BOTTLING CORP REGD 144A P/P 5.250000000.24%
PRET LLC, Series 2025-NPL3, Class A10.23%
FAIR ISAAC CORP SR UNSECURED 144A 06/28 40.23%

TPLS (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B7.64%
US TREASURY N/B5.24%
US TREASURY N/B4.36%
US TREASURY N/B3.47%
U.S. Treasury STRIPS Coupon2.81%
UMBS2.56%
US TREASURY N/B2.14%
G2 MA77061.62%
Thornburg Capital Management Fund1.37%
FNCL UMBS 4.5 MA5671 04-01-551.30%
UMBS, 30 Year1.27%
U.S. Treasury Inflation-Protected Indexed Bonds1.15%
FNMA 20YR 2% 08/01/2042#FS85791.12%
FR SD81941.06%
FN FS97160.93%
FN MA51070.91%
Fannie Mae Pool0.86%
US TREASURY N/B0.84%
Freddie Mac Pool0.78%
Ajax Mortgage Loan Trust, Series 2020-B, Class A10.61%
BACCT 2023-A1 A10.55%
DailyPay Securitization Trust, Series 2025-1A, Class A0.52%
CSMC Trust, Series 2022-NQM5, Class A10.50%
Carvana Auto Receivables Trust 2021-P10.50%
Freddie Mac Pool0.49%
Fannie Mae Pool0.49%
CSMC 2022-ATH1 A1A0.48%
FREDDIE MAC POOL UMBS P#SD8218 2.000000000.48%
Freddie Mac Multifamily Structured Pass Through Certificates0.48%
Freddie Mac Non Gold Pool0.48%
Sequoia Mortgage Trust 2025-100.46%
Fannie Mae Pool0.43%
Fannie Mae Pool0.41%
WESCO DISTRIBUTION INC REGD 144A P/P 6.375000000.41%
UNITED KINGDOM GILT GBP REG S 3.25% 01-31-330.40%
EXELON CO0.40%
MSAIC 2018-1A A 6/430.40%
American National Global Funding0.40%
InStar Leasing III LLC0.39%
APA INFRASTRUCTURE LTD COMPANY GUAR 144A 09/34 5.1250.39%
PRETIUM MORTGAGE CREDIT PARTNE PRET 2024 RPL1 A1 144A0.39%
ACHD Trust Series 2025-DS1, Class A0.38%
AON NORTH AMER0.38%
NETAPP INC0.38%
HERCULES CAPITAL INC 3.375000% 01/20/20270.38%
SLGN 1.4 04/01/26 144A0.38%
UNIVERSAL HLTH S0.38%
LPSLT 2021-1GS A 1/480.38%
T-MOBILE USA INC0.38%
HIGHMARK INC SR UNSECURED 144A 05/26 1.450.38%

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