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VICIX vs PACIX

Shared holdings
17
VICIX covered by PACIX
13.59%
PACIX covered by VICIX
13.59%

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.

VICIX (March 31, 2026)

SecurityWeight
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8755.21%
Bank of America Corp., Series L, Conv. Pfd.5.16%
Wells Fargo & Co., Series L, Conv. Pfd.4.52%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-284.50%
MTH 1.75 05/15/284.05%
BARCLAYS BANK PLC SR UNSECURED 02/29 13.97%
Envista Holdings Corporation, Convertible3.95%
NEXTERA ENERGY INC PREFFERD STOCK3.73%
The Southern Company3.65%
PPL Capital Funding, Inc., Convertible3.48%
KKR & Company, Inc., Convertible, 6.250%3.47%
PSN 2.625 03/01/293.15%
Ares Management Corp., Series B, Conv. Pfd.3.14%
GPN 1.5 03/01/313.09%
VTR 3 3/4 06/01/262.76%
AWK 3 5/8 06/15/262.66%
VSH 2.25 09/15/302.46%
APOLLO GLOBAL MANAGEMENT PFD2.45%
LNT 3 1/4 05/30/282.32%
CNP 4.25 08/15/262.21%
EURONET WORLDWIDE INC SR UNSECURED 144A 10/30 0.6252.10%
NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.2341.78%
KRG 0 3/4 04/01/271.63%
Duke Energy Corp.1.51%
DLR 1.875 11/15/291.50%
EVRG 4.5 12/15/271.49%
ALBEMARLE CORP PFD1.49%
WEC ENERGY GROUP INC SR UNSECURED 06/29 4.3751.46%
CMS Energy Corporation, Convertible1.42%
Federal Realty OP, LP, Convertible1.30%
CSWC 5 1/8 11/15/291.17%
Corporate Office Properties LP 5.250%, Due 09/15/281.16%
WEC Energy Group, Inc., Convertible0.89%
JPMORGAN CHASE FINANCIAL SR UNSECURED 06/27 0.50.87%
AKAMAI TECHNOLOGIES INC SR UNSECURED 02/29 1.1250.86%
CMS ENERGY CORP SR UNSECURED 144A 05/31 3.1250.79%
SOUTHERN CO/THE SR UNSECURED 06/27 4.50.78%
REXR 4.125 03/15/290.72%
BXP 2 10/01/300.70%
DXCM 0.375 05/15/280.61%
Welltower OP, LLC, Convertible0.60%
ZTS 0.25 06/15/290.58%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-280.57%
EXELON CORP SR UNSECURED 144A 03/29 3.250.47%
ON Semiconductor Corporation, Convertible0.42%
HSBC US GOVT MMKT-I0.37%
MONEYMKT0.37%
Invesco Government & Agency Portfolio, Institutional Class0.37%
MSILF-GOVT-INS0.37%
HAT Holdings I, LLC/HAT Holdings II, LLC, Convertible0.33%

PACIX (Feb. 28, 2026)

SecurityWeight
Lumentum Holdings Inc., Conv.4.59%
COLUMBIA SHORT TERM CASH FUND3.43%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.05%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A2.60%
Boeing Co. (The), Conv. Pfd.2.52%
LYV 2.875 01/15/302.33%
Bank of America Corp., Series L, Conv. Pfd.2.33%
NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.2341.48%
IONS 0 12/01/301.32%
Akamai Technologies, Inc., Convertible1.30%
Oracle Corp., Series D1.30%
STX 3.5 06/01/281.25%
SMTC 0 10/15/301.22%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20291.17%
CRWV 1.75 12/01/311.17%
MTSI 0 12/15/291.15%
JAZZ INVTS I LTD CONV 3.125% 09/15/20301.08%
NEXTERA ENERGY INC PREFFERD STOCK1.08%
GUARDANT HEALTH INC CONV 0% 05/15/2033 144A1.08%
ZTS 0.25 06/15/291.06%
BWX Technologies, Inc., Convertible1.05%
Welltower OP, LLC, Convertible1.05%
CHKP 0 12/15/301.02%
VSE CORP 5.75% PC 02/01/20291.02%
RIVN 3.625 10/15/301.01%
WULF 1 09/01/311.00%
NET 0 06/15/300.99%
MKS INC SR UNSECURED 06/30 1.250.99%
HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A0.97%
The Southern Company0.93%
WT 4.625 08/15/300.90%
Synaptics, Inc., Convertible0.83%
CMS Energy Corporation, Convertible0.83%
Novanta Inc PREFERRED STOCK0.82%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20280.82%
LNT 3 1/4 05/30/280.81%
FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.8750.81%
TRIP.COM GROUP LTD SR UNSECURED 06/29 0.750.80%
BRUKER CORP SER A PC0.80%
AVAV 0 07/15/300.80%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.50.80%
PPL Capital Funding, Inc., Convertible0.79%
WEC ENERGY GROUP INC SR UNSECURED 06/29 4.3750.79%
NVMI 0 09/15/300.79%
NCLH 0.75 09/15/300.79%
CYTOKINETICS INC SR UNSECURED 144A 10/31 1.750.78%
BARCLAYS BANK PLC SR UNSECURED 02/29 10.78%
Nebius Group NV 1.0%, Due 09/15/20300.77%
LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A0.77%
LNTH 2.625 12/15/270.76%

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