Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

VICIX vs PCONX

Shared holdings
17
VICIX covered by PCONX
16.10%
PCONX covered by VICIX
16.10%

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%

PCONX (Jan. 31, 2026)

SecurityWeight
Lumentum Holdings Inc., Conv.3.25%
STX 3.5 06/01/282.72%
Boeing Co. (The), Conv. Pfd.2.39%
NextEra Energy Capital Holdings, Inc., Convertible2.21%
Putnam Cash Collateral Pool LLC2.20%
Bank of America Corp., Series L, Conv. Pfd.1.82%
Putnam Short Term Investment Fund, Class P1.80%
GWRE 1.25 11/01/291.49%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-281.48%
WAYFAIR INC SR UNSECURED 09/27 3.251.48%
DOORDASH INC SR UNSECURED 144A 05/30 0.00001.41%
SNOWFLAKE INC CONV 0% 10/01/20271.37%
PLANET LABS PBC CONV 0.5% 10/15/2030 144A1.34%
MKS INC SR UNSECURED 06/30 1.251.29%
PPL Capital Funding, Inc., Convertible1.29%
HALOZYME THERAPEUTICS INC CV SR UNSEC 1.0% 08-15-281.28%
AVAV 0 07/15/301.26%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A1.19%
Liberty Media Corp.-Liberty Formula One Corp.1.18%
BARCLAYS BANK PLC SR UNSECURED 02/29 11.17%
LYV 2.875 01/15/301.17%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.51.15%
SOUTHERN CO/THE SR UNSECURED 06/27 4.51.15%
CIPHER MINING INC CONV 0% 10/01/2031 144A1.13%
DLR 1.875 11/15/291.12%
CMS Energy Corporation, Convertible1.12%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-281.10%
NVMI 0 09/15/301.09%
Welltower OP, LLC, Convertible1.09%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8751.08%
Patrick Industries, Inc., Convertible1.08%
STRATEGY INC SR UNSECURED 144A 03/30 0.00001.05%
GLXYLP 0.5 05/01/311.04%
APOLLO GLOBAL MANAGEMENT PFD1.03%
KKR & Company, Inc., Convertible, 6.250%1.03%
Chefs' Warehouse, Inc. (The), Conv.1.02%
BXP 2 10/01/301.01%
Post Holdings, Inc., Convertible1.01%
ITRON INC SR UNSECURED 07/30 1.3751.01%
NCLH 0.75 09/15/300.98%
COMPASS INC CONV 0.25% 04/15/2031 144A0.98%
ASND 2.25 04/01/280.97%
AFRM 0.75 12/15/290.97%
CYBR 0 06/15/300.96%
RGEN 1 12/15/280.95%
LYV 3.125 01/15/290.93%
Spectrum Brands Incorporated 3.375%, Due 06/01/20290.92%
DDOG 0 12/01/290.92%
ALNYLAM PHARMACEUTICALS INC SR UNSECURED 144A 09/28 0.00000.91%
HPE 7 5/80.91%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.