CUTAX
Six Circles Tax Aware Ultra Short Duration Fund
SIX CIRCLES TRUST

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
378
Top-10 weight
29.90%
Effective holdings ?
53
Crowding ?
14.8

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 FUTURE CONTRACT ON US 2YR NOTE (CBT) JUN26 0.00000000 524 $108.70M 12.91%
2 RC R/P BNP PA 3.720% 04/01/26 3.72000000 27,700,000 $27.70M 3.29%
3 ORLANDO UTILS-VAR-1 25,060,000 $25.06M 2.98%
4 FUTURE CONTRACT ON 3MO EURO EURIBOR DEC26 /EUR/ 0.00000000 ERZ6 IFLL 88 $24.71M 2.93%
5 FUTURE CONTRACT ON ICE 3MTH SONIA FU DEC26 /GBP/ 0.00000000 SFIZ6IFLL 76 $24.05M 2.86%
6 ROCHSTR MN HLTH MAYO V7 23,000,000 $23.00M 2.73%
7 NYC TRANSITIONAL-A-1 20,850,000 $21.65M 2.57%
8 FUTURE CONTRACT ON US 5YR NOTE (CBT) JUN26 0.00000000 190 $20.55M 2.44%
9 Chelan County Public Utility District No. 1, Series 2008, RB 20,125,000 $20.12M 2.39%
10 MO HLTH & EDU FACS-F 16,600,000 $16.60M 1.97%
11 TRIBOROUGH NY BRIDGE & TUNNEL TRIBOROUGH BRIDGE & TUNNEL AUTHORITY TRBTRN 14,820,000 $15.45M 1.83%
12 State of Connecticut, Series 2025D CTS 14,000,000 $14.80M 1.76%
13 OHIO ST HOSP FAC REVENUE REGD V/R B/E 2.25000000 14,000,000 $14.00M 1.66%
14 CHICAGO IL MET WTR RECLAMATION REGD N/C B/E 5.00000000 12,940,000 $13.44M 1.60%
15 NEW YORK NY REGD V/R B/E 2.50000000 13,000,000 $13.00M 1.54%
16 Uniform Mortgage-Backed Security, TBA FNMA 11,900,000 $11.94M 1.42%
17 NEW YORK ST HSG FIN AGY REVENU REGD V/R B/E 2.35000000 11,620,000 $11.62M 1.38%
18 OHIO ST UNIV REGD V/R B/E 2.35000000 11,600,000 $11.60M 1.38%
19 NY CITY-B4-VAR 10,900,000 $10.90M 1.29%
20 ARIZONA BRD OF RGTS ST UNIV SY REGD V/R B/E 2.30000000 10,715,000 $10.72M 1.27%
21 PENNSYLVANIA ST REGD N/C B/E 5.00000000 10,000,000 $10.34M 1.23%
22 State of New Jersey, Series 2020A NJS 9,950,000 $10.24M 1.22%
23 TRIBOROUGH NY BRIDGE & TUNNEL REGD N/C B/E 5.00000000 10,000,000 $10.23M 1.21%
24 FUTURE CONTRACT ON 3 MONTH SOFR FUT DEC27 0.00000000 SFRZ7XCME 42 $10.14M 1.20%
25 FUTURE CONTRACT ON AUST 3YR BOND FUT JUN26 /AUD/ 0.00000000 140 $10.01M 1.19%
26 RC R/P BOFA S 3.690% 04/01/26 3.69000000 10,000,000 $10.00M 1.19%
27 PHIL PA AIRPORT 5% 7/1/2026 @ 9,755,000 $9.80M 1.16%
28 MUNIBOND 9,500,000 $9.56M 1.13%
29 Los Angeles Department of Water & Power, Series 2020A 8,415,000 $8.65M 1.03%
30 CHICAGO IL MET WTR RECLAMATION REGD N/C B/E 5.00000000 8,310,000 $8.63M 1.03%
31 WA ST-SER R-2023B-REF 8,000,000 $8.25M 0.98%
32 INDIANA ST FIN AUTH REVENUE REGD N/C B/E 5.00000000 7,400,000 $7.55M 0.90%
33 PORT OF SEATTLE WA REGD N/C B/E 5.00000000 7,300,000 $7.51M 0.89%
34 NORFOLK VA ECON DEV AUTH HOSPF REGD V/R B/E 2.35000000 7,435,000 $7.44M 0.88%
35 IN HLTH-I-RF-SISTERS 7,400,000 $7.40M 0.88%
36 RALEIGH NC LTD OBLIG REGD N/C B/E 5.00000000 7,250,000 $7.34M 0.87%
37 DFW ARPT 5% 11/1/2027 @ 7,000,000 $7.22M 0.86%
38 Port of Seattle, Washington, Revenue Bonds, Refunding Intermediate Lien Series 2024B 7,000,000 $7.18M 0.85%
39 CURATORS OF THE UNIV OF MISSOU REGD N/C B/E 5.00000000 7,000,000 $7.10M 0.84%
40 Indianapolis Local Public Improvement Bond Bank, Series B-2 6,230,000 $6.45M 0.77%
41 PENNSYLVANIA CMWLTH 6,000,000 $6.28M 0.75%
42 State of Georgia, Series 2016E 6,050,000 $6.15M 0.73%
43 OHIO ST UNIV REGD V/R B/E 2.15000000 6,000,000 $6.00M 0.71%
44 CONNECTICUT ST HSG FIN AUTH HS REGD V/R B/E 3.25000000 5,585,000 $5.58M 0.66%
45 ROCHESTER MN HLTH CARE FACS REVENUE 5,500,000 $5.50M 0.65%
46 NORFOLK VA ECON DEV AUTH HOSPF REGD V/R B/E 2.35000000 5,300,000 $5.30M 0.63%
47 STATE OF CALIFORNIA 5,000,000 $5.28M 0.63%
48 IL MUNI ELEC AGY-A ILSPWR 5,000,000 $5.20M 0.62%
49 District of Columbia, Series 2024 A, GO Bonds 5,000,000 $5.17M 0.61%
50 WISCONSIN ST REGD N/C B/E 5.00000000 5,000,000 $5.14M 0.61%
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