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VICIX vs SPFF

Shared holdings
5
VICIX covered by SPFF
13.42%
SPFF covered by VICIX
13.42%

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%

SPFF (April 30, 2026)

SecurityWeight
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20285.78%
HPE 7 5/85.39%
Albemarle Corp PREFERRED STOCK4.88%
Oracle Corp., Series D4.53%
Wells Fargo & Co., Series L, Conv. Pfd.4.53%
Bank of America Corp PREFERRED STOCK4.40%
KKR & Company, Inc., Convertible, 6.250%3.63%
PG&E Corp., Series A, Conv. Pfd.3.53%
APOLLO GLOBAL MANAGEMENT PFD3.47%
Ares Management Corp., Series B, Conv. Pfd.2.88%
NextEra Energy Capital Holdings, Inc., Series U, Pfd.2.35%
Athene Holding Ltd., Series A, Pfd.2.18%
Citigroup, Inc., Series II2.11%
M&T Bank Corp., Series J, Pfd.2.09%
BRUKER CORP SER A PC2.06%
QXO INC PREFERRED STOCK 05/28 5.51.67%
Allstate Corp/The PREFERRED STOCK1.64%
STRATEGY INC SER A 10% PERP PFD1.61%
KEYCORP PREFERRED STOCK VAR1.57%
DTE Energy Co., Series H, Pfd.1.55%
MONEY MARKET FUND1.54%
COREBRIDGE FINANCIAL INC PREFERRED STOCK 12/64 6.3751.50%
SOUTHERN CO/THE PREFERRED STOCK 03/85 6.51.50%
MS 6 5/8 PERP1.49%
Morgan Stanley, Series P, Pfd.1.48%
SCE Trust VII, Series M, Pfd.1.44%
SHIFT4 PMTS INC 6% MANDAT1.42%
Morgan Stanley, Series K, Pfd.1.42%
Strategy Inc PREFERRED STOCK1.40%
Synchrony Financial, Series B, Pfd.1.39%
Ford Motor Co PREFERRED STOCK1.38%
LNC 9 PERP1.37%
RF 6.95 PERP1.34%
Bank of New York Mellon Corp/The PREFERRED STOCK1.32%
Athene Holding Ltd., Series E, Pfd.1.32%
RF 5.7 PERP1.28%
STRATEGY INC PREFERRED STOCK 101.26%
NYCB 6 3/8 PERP1.23%
M&T Bank Corp., Series K, Pfd.1.18%
WTFC 7 7/8 PERP1.17%
Apollo Global Management, Inc., Pfd.1.16%
Whirlpool Corp1.14%
Fifth Third Bancorp DEPOSITARY SHARES REPRESENTING A 1/40TH OWNERSHIP INTEREST IN A SHARE OF 6.875% FIXED-RATE RESET NON-CUMULATIVE PERPETUAL PREFERRE1.07%
First Citizens BancShares, Inc. Series E1.05%
Citizens Financial Group, Inc., Series I, Pfd.1.04%
KKR & Co. Inc., Series T, Pfd.0.97%
PINNACLE FINANCIAL PARTNERS IN PREFERRED STOCK VAR0.95%
AGNC INVESTMENT CORP SER H PFD PERP0.92%
SCE Trust VIII, Series N, Pfd.0.87%
F&G Annuities & Life Inc PREFERRED STOCK0.83%

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