CMIIX
Curasset Capital Management Limited Term Income Fund
World Funds Trust

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
250
Top-10 weight
51.14%
Effective holdings ?
16
Crowding ?
50.5

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 US TREASURY N/B 62,000,000 $61.99M 16.99%
2 MONEY MARKET FUND GOIXX 56,116,457 $56.12M 15.38%
3 US TREASURY N/B 21,000,000 $21.04M 5.77%
4 US TREASURY N/B 10,000,000 $10.02M 2.74%
5 U.S. TREASURY INFLATION-PROTECTED SECURITIES 2.375% 10/15/2028 TII 8,000,000 $8.79M 2.41%
6 FNMA Connecticut Avenue Securities Trust, Series 2022-R03, Class 1M2 CAS 6,120,000 $6.24M 1.71%
7 US TREASURY N/B 5,600,000 $5.62M 1.54%
8 US TREASURY N/B 5,312,000 $5.33M 1.46%
9 US TREASURY N/B 5,000,000 $5.02M 1.38%
10 US TREASURY N/B 5,000,000 $5.00M 1.37%
11 US TREASURY N/B 4,000,000 $4.01M 1.10%
12 US TREASURY N/B 4,000,000 $4.01M 1.10%
13 US TREASURY N/B 3,900,000 $3.90M 1.07%
14 US TREASURY N/B 3,305,800 $3.32M 0.91%
15 Fannie Mae Connecticut Avenue Securities, Series 2022-R08, Class 1M2 FNMA 2,980,000 $3.07M 0.84%
16 STACR 2023-HQA3 A1 STACR 3,550,000 $3.06M 0.84%
17 STACR 2022-DNA4 M1B 5/42 STACR 2,870,000 $2.93M 0.80%
18 FREDDIE MAC STACR REMIC TRUST STACR 2023 HQA2 M1B 144A STACR 2,750,000 $2.81M 0.77%
19 STACR 2022-DNA6 M1B 144A FRN 09-25-42 STACR 2,671,000 $2.75M 0.75%
20 STACR 2024-HQA2 M2 STACR 2,620,000 $2.62M 0.72%
21 FREDDIE MAC STACR STACR 2022 DNA2 M1B 144A 2,600,000 $2.62M 0.72%
22 Fannie Mae Connecticut Avenue Securities CAS 2,355,000 $2.47M 0.68%
23 STACR 2023-HQA3 M2 STACR 2,200,000 $2.29M 0.63%
24 FNMA Connecticut Avenue Securities Trust, Series 2021-R03, Class 1M2 FNMA 2,210,000 $2.19M 0.60%
25 US TREASURY N/B 2,101,000 $2.13M 0.58%
26 FNMA Connecticut Avenue Securities Trust, Series 2021-R01, Class 1B1 CAS 2,100,000 $2.12M 0.58%
27 Fannie Mae Connecticut Avenue Securities, Series 2024-R02, Class 1M2 FNMA 2,035,000 $2.04M 0.56%
28 ING GROEP NV 2,000,000 $1.99M 0.55%
29 BANQ FED CRD MUT 2,000,000 $1.97M 0.54%
30 Federal National Mortgage Association Connecticut Avenue Securities Trust FNMA 1,900,000 $1.92M 0.53%
31 US TREASURY N/B 1,800,000 $1.81M 0.50%
32 US TREASURY N/B 1,655,600 $1.66M 0.45%
33 Bridgecrest Lending Auto Securitization Trust, Series 2024-3, Class B 1,650,000 $1.65M 0.45%
34 Flagship Credit Auto Trust Series 2023-3, Class B 1,650,000 $1.65M 0.45%
35 STACR 2021-HQA4 B2 STACR 1,600,000 $1.65M 0.45%
36 FREDDIE MAC STACR REMIC TRUST 2023-DNA2 STACR 2023-DNA2 M1B 1,545,000 $1.60M 0.44%
37 Gov. National Mortgage 11/20/2051 3.00% 11,929,408 $1.58M 0.43%
38 Fannie Mae Connecticut Avenue Securities CAS 1,550,000 $1.55M 0.43%
39 Voya CLO Ltd 10/15/2037 VAR% 144A 1,375,000 $1.37M 0.38%
40 FREDDIE MAC STACR REMIC TRUST 2022-DNA1 STACR 2022-DNA1 M2 1,350,000 $1.36M 0.37%
41 STACR 2024-HQA2 A1 STACR 1,650,000 $1.29M 0.35%
42 Federal National Mortgage Association Connecticut Avenue Securities Trust FNMA 1,230,000 $1.28M 0.35%
43 FNMA Connecticut Avenue Securities Trust, Series 2023-R01, Class 1M1 FNMA 2,250,000 $1.26M 0.35%
44 TransCanada Pipelines Ltd. 1,150,000 $1.24M 0.34%
45 STACR 2021-DNA7 M2 STACR 1,221,685 $1.22M 0.34%
46 STACR 2022-DNA7 M1B STACR 1,165,415 $1.22M 0.34%
47 Generate CLO Ltd 07/22/2037 VAR% 144A 3,200,000 $1.20M 0.33%
48 EQT CORP SR UNSECURED 04/29 6.375 EQT 1,120,000 $1.16M 0.32%
49 STACR 2023-HQA1 M1B STACR 1,100,000 $1.15M 0.31%
50 Flagship Credit Auto Trust, Series 2021-2, Class E 1,150,000 $1.13M 0.31%
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