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YYY vs LSPAX

Shared holdings
6
YYY covered by LSPAX
5.31%
LSPAX covered by YYY
5.31%

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.

YYY (March 31, 2026)

SecurityWeight
Tortoise Energy Infrastructure Corp4.04%
Royce Value Trust, Inc.3.31%
Blackrock Capital Allocation Trust3.29%
abrdn Total Dynamic Dividend Fund3.28%
DOUBLELINE INCOME SOLUTIONS MUTUAL FUND3.28%
Nuveen Floating Rate Income Fund COM3.14%
ABRDN-HEALTH INV3.07%
BLKR-ESG CAP ALL2.97%
NUVEEN CREDIT STRAT INC F2.93%
Western Asset Diversified Income Fund2.85%
PIMCO Access Income Fund2.73%
CBRE Global Real Estate Income Fund USD Class2.71%
abrdn Income Credit Strategies Fund2.62%
FS Specialty Lending Fund2.46%
BlackRock Debt Strategies Fund, Inc.2.44%
abrdn Asia-Pacific Income Fund, Inc.2.43%
Invesco Senior Income Trust2.03%
abrdn Life Sciences Investors1.97%
India Fund Inc/The1.89%
KKR INCOME OPPORTUNITIES FUND1.84%
BlackRock Floating Rate Income Strategies Fund, Inc.1.60%
Saba Capital Income & Opportunities Fund1.47%
Western Asset High Income Fund II, Inc.1.47%
ClearBridge Energy Midstream Opportunity Fund, Inc.1.41%
Nuveen Real Asset Income and Growth Fund1.39%
KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND1.38%
Blackrock Floating Rate Income Trust COM1.31%
COHEN & STEERS QUALITY INCOME REALTY FUND, INC.1.28%
NYLI CBRE Global Infrastructure Megatrends Term Fund COM1.24%
RiverNorth Opportunities Fund, Inc.1.24%
Nuveen Core Plus Impact Fund1.20%
First Trust High Yield Opportunities 2027 Term Fund1.17%
BROOKFIELD REAL ASSETS INCOME FUND INC1.15%
BLACKROCK MULTI SECTOR INCOME TRUST1.15%
DOUBLELINE YIELD OPPORTUNITIES FUND1.15%
PGIM Global High Yield Fund, Inc.1.13%
BlackRock Corporate High Yield Fund, Inc.1.13%
abrdn Healthcare Opportunities Fund1.13%
abrdn World Healthcare Fund1.12%
VRTS-DVD INT PRM1.12%
WESTERN ASSET EMERGING MARKETS DEBT FUND INC1.12%
Advent Convertible and Income Fund1.10%
abrdn Global Dynamic Dividend Fund1.10%
CLOSED-E1.07%
BLACKROCK HEALTH SCIENCES TERM TRUST1.07%
Liberty All-Star Equity Fund USD Class1.04%
First Trust Senior Floating Rate Income Fund II1.02%
FRST AM-GV OB-X1.02%
NVN-M/A INC1.00%
NEUBERGER NEXT GENERATION CONNECTIVITY FUND INC1.00%

LSPAX (March 31, 2026)

SecurityWeight
US BANK MMDA - USBGFS 96.20%
ANNALY CAPITAL MGMT INC REIT2.99%
CHENIERE ENERGY PARTNERS LP PARTNERSHIP SHARES2.66%
ANGLOGOLD ASHANTI PLC2.60%
AGNC INVESTMENT CORP2.60%
CVR PARTNERS LP2.41%
INVESCO MORTGAGE CAPITAL INC2.25%
DYNEX CAPITAL2.04%
MPLX LP PARTNERSHIP SHARES1.94%
RIO TINTO PLC SPON ADR1.93%
COMMON STOCK1.92%
KINETIK HOLDINGS INC1.91%
DELEK LOGISTICS PARTNERS LP PARTNERSHIP SHARES1.89%
VIPER ENERGY INC A1.89%
HESS MIDSTREAM LP - CLASS A COMMON STOCK1.89%
MLP1.88%
COMMSTCK1.85%
STARWOOD PROPERTY TRUST INC1.74%
RITHM CAPITAL CORP1.71%
USA COMPRESSION PARTNERS LP PARTNERSHIP SHARES1.71%
AGNICO EAGLE MINES LTD1.68%
PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES1.67%
FLEX LNG LTD1.58%
GENCO SHIPPING and TRADING LTD1.47%
REALTY INCOME CORP REIT1.44%
VICI PROPERTIES1.40%
Enterprise Products Partners LP1.39%
DORIAN LPG LTD1.38%
BLACK STONE MINERALS LP PARTNERSHIP SHARES1.32%
ALLIANCE RES PARTNRS LP UNIT1.31%
NEWMONT CORP1.28%
OLIN CORP1.17%
BARRICK MINING CORP1.15%
IRON MOUNTAIN INC1.12%
FRONTLINE PLC1.12%
KIMBELL ROYALTY PARTNERS LP 0.000000001.10%
DIGITAL REALTY TRUST INC1.10%
HP INC1.06%
NYLI CBRE Global Infrastructure Megatrends Term Fund COM1.02%
PFIZER INC1.02%
TXO Partners LP COM UNIT1.01%
Mach Natural Resources LP COM UNIT LTD PAR1.00%
SCHWAB CHARLES CORP1.00%
PRUDENTL FINL0.99%
AES CORP0.99%
WESTERN MIDSTREAM PARTNERS LP MLP0.98%
DOMINION ENERGY INC0.98%
GLOBAL PARTNERS LP PARTNERSHIP SHARES0.96%
GAMCO Global Gold Natural Resources & Income Trust0.96%
NUVEEN CREDIT STRAT INC F0.96%

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