BCGDX
BLUE CURRENT GLOBAL DIVIDEND FUND
Ultimus Managers Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
AstraZeneca PLC ORD USD0.25 0 15,400 15,400 3.15% $3.21M
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT 0 33,955 33,955 2.46% $2.50M
RIO TINTO PLC SPON ADR 0 21,300 21,300 2.08% $2.12M
SIEMENS AG-REG /EUR/ 0.00000000 0 6,700 6,700 1.90% $1.94M
BAE Systems PLC ORD GBP0.025 0 52,900 52,900 1.48% $1.51M
HIGHWOODS PROPERTIES INC 0 56,000 56,000 1.24% $1.26M
The Magnum Ice Cream Co. NV 0 7,640 7,640 0.12% $121.25K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
HCA HEALTHCARE INC 6,025 0 -6,025 0.00% -$3.06M
ASTRAZENECA PLC SPONS ADR 30,800 0 -30,800 0.00% -$2.86M
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT 38,200 0 -38,200 0.00% -$2.31M
OPTION 24,000 0 -24,000 0.00% -$1.18M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
TARGA RESOURCES CORP 12,560 15,060 2,500 3.48% $1.35M
VENTAS INC REIT 23,000 30,000 7,000 2.54% $730.31K
QUALCOMM INC 10,384 12,584 2,200 1.76% $46.01K
Relx PLC SPON ADS EACH REPR 1 ORD 43,000 48,000 5,000 1.64% -$59.11K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
RTX CORP 22,395 13,995 -8,400 2.78% -$1.08M
FRST AM-GV OB-Z 5,870,366 1,907,802 -3,962,564 1.87% -$3.96M
META PLATFORMS INC CL A 1,750 950 -800 0.60% -$518.14K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
JOHNSON&JOHNSON 14,462 14,462 0 3.53% $600.32K
TAIWAN SEMIC MFG CO LTD SP ADR 9,000 9,000 0 3.31% $747.63K
SANDOZ GRP. AG 38,000 38,000 0 3.29% $660.22K
Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS 177,000 177,000 0 3.24% $506.22K
COCA COLA EUROPEAN PARTNERS PLC 28,730 28,730 0 3.11% $538.40K
MORGAN STANLEY 18,900 18,900 0 3.09% -$59.54K
Koninklijke Ahold Delhaize NV EUR0.01 62,700 62,700 0 3.04% $504.77K
SHELL PLC SPONS ADR 37,080 37,080 0 3.04% $361.16K
COCA-COLA CO/THE 37,635 37,635 0 3.01% $317.64K
BROADCOM INC 9,450 9,450 0 2.96% -$788.22K
DBS Group Holdings Ltd. Sponsored ADR 16,794 16,794 0 2.96% $202.37K
JPMORGAN CHASE and CO 9,611 9,611 0 2.83% -$122.83K
Danone SA EUR0.25 32,500 32,500 0 2.74% -$108.34K
CFD_EQS GOLDUS33 7309681 24,400 24,400 0 2.69% $655.95K
HITACHI LTD-ADR 80,000 80,000 0 2.62% $110.40K
Roche Holding AG 42,500 42,500 0 2.48% $498.10K
NATL BK CANADA 17,600 17,600 0 2.41% $328.74K
DEUTSCHE BANK AG-REGISTERED /EUR/ 0.00000000 65,000 65,000 0 2.26% $1.46K
NORFOLK SOUTHERN CORP 7,100 7,100 0 2.19% $160.82K
WALMART INC 17,350 17,350 0 2.18% $302.58K
Thales SA EUR3 7,200 7,200 0 2.15% $301.24K
FEDEX CORP 5,600 5,600 0 2.13% $623.39K
MICROSOFT CORP 5,420 5,420 0 2.09% -$538.04K
TRUIST FINL CORP 43,000 43,000 0 2.08% $120.83K
DICKS SPORTING GOODS INC 10,200 10,200 0 2.04% -$29.99K
ALLIANZ SE REGISTERED /EUR/ 0.00000000 4,200 4,200 0 1.85% $74.51K
Daikin Industries Ltd. NPV 10,100 10,100 0 1.26% -$28.21K
SINGTEL 300,000 300,000 0 1.17% $96.00K
COMMSTCK 26,000 26,000 0 1.15% $48.62K

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