DBOAX
BNY Mellon Balanced Opportunity Fund
BNY Mellon Investment Funds VI

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
Dreyfus Institutional Preferred Government Plus Money Market Fund 0 4,536,971 4,536,971 1.56% $4.54M
TEXAS INSTRUMENTS INC 0 13,253 13,253 0.97% $2.81M
COLGATE-PALMOLIVE CO 0 15,128 15,128 0.52% $1.50M
FIFTH THIRD BANCORP 0 25,391 25,391 0.43% $1.26M
SLB LTD 0 19,180 19,180 0.34% $984.70K
VERIZON COMMUNICATIONS INC 0 18,077 18,077 0.31% $906.38K
CHUBB LTD 0 2,577 2,577 0.30% $878.40K
U.S. Treasury Inflation-Protected Indexed Notes 0 790,659 790,659 0.28% $823.85K
HWM 4.75 04/15/36 0 820,000 820,000 0.28% $822.88K
TOTALENERGI CAP 0 800,000 800,000 0.28% $807.34K
RALPH LAUREN CORP 0 2,004 2,004 0.25% $726.65K
ADV MICRO DEVICE 0 3,629 3,629 0.25% $726.56K
TRUIST FINL CORP 0 14,721 14,721 0.25% $725.89K
VALERO ENERGY CORP 0 3,503 3,503 0.25% $716.85K
HARTFORD INSURANCE GROUP INC/THE 0 4,814 4,814 0.23% $677.96K
INTL PAPER CO 0 14,661 14,661 0.22% $638.49K
VERTEX PHARMACEUTICALS INC 0 943 943 0.16% $468.51K
EXPAND ENERGY CORP 0 4,289 4,289 0.16% $462.87K
WINGSTOP INC 0 1,562 1,562 0.14% $405.35K
SOUTHSTATE BANK CORP 0 4,107 4,107 0.14% $405.24K
STANLN V4.529 06/05/32 REGS 0 404,000 404,000 0.14% $404.74K
MADRIGAL PHARMACEUTICALS INC 0 891 891 0.13% $384.91K
FORTUNE BRANDS INNOVATIONS INC 0 7,058 7,058 0.13% $383.53K
FORD MOTOR CO 0 24,480 24,480 0.12% $344.92K
GENERAL MOTORS CO 0 4,315 4,315 0.12% $339.63K
JFROG LTD 0 7,649 7,649 0.11% $307.11K
BANCO SANTANDER SA 0 18,363 18,363 0.08% $234.12K
Republic of Colombia 0 200,000 200,000 0.07% $199.70K
RENESAS ELECTRON 0 7,800 7,800 0.05% $148.29K
AUTOLIV INC SWED DEP RCPTS (SWEDISH DEPOSITORY RECEIPTS) 0 702 702 0.03% $83.67K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND 3,110,007 0 -3,110,007 0.00% -$3.11M
NETFLIX INC 14,733 0 -14,733 0.00% -$1.58M
HUMANA INC 3,578 0 -3,578 0.00% -$879.37K
NORTHROP GRUMMAN CORP 1,407 0 -1,407 0.00% -$805.16K
BLOCK INC CL A 10,913 0 -10,913 0.00% -$728.99K
CUMMINS INC 1,291 0 -1,291 0.00% -$642.89K
US TREASURY N/B 610,000 0 -610,000 0.00% -$636.77K
INTERNATIONAL FINANCE FACILITY FOR IMMUNISATION CO 1.000000% 04/21/2026 560,000 0 -560,000 0.00% -$553.73K
HUBSPOT INC 1,488 0 -1,488 0.00% -$546.57K
ALCOA CORP 12,205 0 -12,205 0.00% -$509.44K
INTUITIVE SURGICAL INC 877 0 -877 0.00% -$502.94K
ENEL SPA 47,785 0 -47,785 0.00% -$494.08K
LABCORP HOLDINGS INC 1,779 0 -1,779 0.00% -$478.16K
BIONTECH SE ADR 4,086 0 -4,086 0.00% -$421.47K
ET 5.625 05/01/27 144A 420,000 0 -420,000 0.00% -$420.02K
CHECK POINT SOFTWARE TECHS LTD 2,043 0 -2,043 0.00% -$381.57K
ROYAL CARIBBEAN CRUISES LTD 1,412 0 -1,412 0.00% -$375.94K
REDDIT INC-A 1,697 0 -1,697 0.00% -$367.35K
Royal Bank of Canada 330,000 0 -330,000 0.00% -$325.37K
FRESHPET INC 5,470 0 -5,470 0.00% -$312.67K
JPMORGAN CHASE 255,000 0 -255,000 0.00% -$254.84K
ISHARES MSCI EAFE ETF MUTUAL FUND 1,678 0 -1,678 0.00% -$159.73K
TATE & LYLE 26,636 0 -26,636 0.00% -$132.07K
SONOVA HOLDING A 429 0 -429 0.00% -$107.19K
HEIDELBERG MATERIALS AG COMMON STOCK 113 0 -113 0.00% -$29.03K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
US TREASURY N/B 6,740,000 7,020,000 280,000 2.49% $346.87K
META PLATFORMS INC CL A 4,702 5,379 677 1.20% $439.90K
ESTEE LAUDER COS INC CL A 16,990 18,408 1,418 0.69% $416.87K
MASTERCARD INC CL A 3,568 3,846 278 0.68% $24.90K
UNITEDHEALTH GRP 4,209 5,479 1,270 0.55% $218.82K
OMNICOM GROUP INC 15,013 18,259 3,246 0.54% $482.08K
ALCON INC 16,335 17,591 1,256 0.53% $238.05K
ELEVANCE HEALTH INC 2,341 4,604 2,263 0.51% $681.41K
WALT DISNEY CO/T 12,250 13,846 1,596 0.51% $188.47K
CONSTELLATION ENERGY CORP 2,685 3,543 858 0.40% $190.46K
HONEYWELL INTL INC 4,197 4,734 537 0.40% $346.53K
ASML HOLDING-NY 595 778 183 0.39% $497.84K
AMETEK INC NEW 3,637 4,482 845 0.37% $352.46K
SCHWAB CHARLES CORP 4,068 9,891 5,823 0.32% $564.40K
AMERICAN INTERNATIONAL GROUP 10,870 11,477 607 0.32% $95.92K
LOWES COS INC 3,330 3,474 144 0.32% $111.66K
WEYERHAEUSER CO 36,119 37,382 1,263 0.32% $114.78K
AT&T INC 23,034 31,509 8,475 0.30% $283.22K
BRISTOL-MYERS SQUIBB CO 12,044 13,485 1,441 0.29% $248.49K
DELTA AIR LI 11,791 12,280 489 0.28% $50.99K
FEDEX CORP 1,683 2,051 368 0.27% $329.77K
CARLISLE COS INC 1,400 1,874 474 0.25% $294.50K
EDWARDS LIFESCIENCES CORP 6,565 7,951 1,386 0.24% $118.53K
SHELL PLC 15,595 16,292 697 0.23% $101.08K
SPOTIFY TECHNOLOGY SA 1,008 1,251 243 0.22% $40.53K
MITSUB ELEC CORP 16,100 16,700 600 0.22% $202.35K
DOVER CORP 2,101 2,841 740 0.22% $251.37K
GSK PLC 19,717 20,596 879 0.21% $143.02K
KOMATSU LTD 10,900 11,300 400 0.19% $188.10K
SERVICENOW INC 981 4,905 3,924 0.18% -$267.19K
GLENCORE PLC 70,431 73,579 3,148 0.18% $192.38K
EBARA CORP 14,200 14,800 600 0.18% $153.89K
ITOCHU CORP 6,900 35,900 29,000 0.18% $106.46K
INTEL CORP 10,078 10,910 832 0.17% $88.84K
ASML Holding NV 321 336 15 0.17% $149.03K
ORANGE 21,560 22,525 965 0.17% $128.39K
SUMITOMO MITSUI FINL GROUP INC 12,100 12,600 500 0.17% $117.53K
JAZZ PHARMA PLC 2,236 2,485 249 0.16% $77.48K
KLEPIERRE 10,199 10,655 456 0.15% $51.50K
BNP PARIBAS 3,635 3,797 162 0.15% $115.68K
BALFOUR BEATTY 38,041 39,632 1,591 0.14% $50.99K
LAND SECURITIES 39,505 41,271 1,766 0.12% $42.95K
MICHELIN 7,942 8,297 355 0.12% $77.63K
BP PLC 49,762 51,990 2,228 0.12% $35.39K
EAST JAPAN RAIL 12,900 13,500 600 0.11% $61
MUENCHENER RUE-R 487 508 21 0.11% $26.06K
INFORMA PLC 28,209 29,470 1,261 0.11% -$25.70K
ATLASSIAN CORP PLC CLS A 2,172 4,428 2,256 0.11% $7.92K
ING GROEP NV 10,908 11,396 488 0.11% $48.41K
DEUTSCHE LUFT-RG 29,128 30,431 1,303 0.11% $47.23K
REPSOL SA 13,385 13,982 597 0.11% $65.61K
SANTEN PHARM 26,600 27,700 1,100 0.11% $37.88K
ASX LTD 7,656 7,999 343 0.10% $9.52K
VINCI SA 1,721 1,798 77 0.10% $54.99K
VOLKSWAGEN-PREF 2,363 2,469 106 0.10% $25.45K
PAN PACIFIC INTERNATIONAL HOLDINGS LTD 42,100 44,100 2,000 0.10% $38.48K
SINGAPORE EXCH 18,300 19,200 900 0.10% $37.62K
Fresenius SE & Company KGaA 4,324 4,517 193 0.09% $34.41K
SPIE SA 4,015 4,193 178 0.09% $42.56K
HSBC HOLDINGS PL 12,992 13,571 579 0.09% $70.37K
PUBLICIS GROUPE 2,736 2,858 122 0.09% -$12.14K
Sanofi SA 2,461 2,571 110 0.09% $4.46K
DHL GROUP 3,992 4,170 178 0.08% $38.93K
SAINT GOBAIN 2,295 2,397 102 0.08% $14.95K
BAE SYSTEMS PLC 8,183 8,549 366 0.08% $64.43K
HITACHI LTD 6,900 7,200 300 0.08% $21.38K
JOHNSON MATTHEY PLC COMMON STOCK 8,323 8,695 372 0.08% $16.40K
KURITA WATER INDUSTRIES LTD COMMON STOCK 4,000 4,200 200 0.08% $75.03K
ENI SPA 9,591 10,021 430 0.08% $53.23K
UNICAJA BANCO SA 69,521 72,631 3,110 0.08% $27.27K
SHK PPT 11,500 12,000 500 0.08% $78.05K
HISCOX LTD (NE HISCOX BERMUDA) 9,848 10,289 441 0.07% $39.83K
OMV AG 3,172 3,314 142 0.07% $38.96K
E.ON SE 8,573 8,958 385 0.07% $55.60K
MARKS & SPENCER 35,110 36,578 1,468 0.07% $33.84K
FUJIFILM HOLDING 8,900 9,400 500 0.07% $3.87K
BELLWAY PLC 4,936 5,156 220 0.07% $8.25K
SIGNIFY NV 7,717 8,062 345 0.06% $5.30K
SCOR SE 4,834 5,049 215 0.06% $28.85K
ARKEMA SA 1,625 1,698 73 0.04% $25.84K
DAIMLER TRUCK HO 1,690 1,765 75 0.03% $18.23K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
APPLE INC 27,136 26,686 -450 2.43% -$516.97K
AMAZON.COM INC 30,852 30,207 -645 2.18% -$851.83K
SPDR S&P 500 ETF Trust 9,268 5,341 -3,927 1.26% -$2.67M
BERKSHIRE HATH-B 6,358 5,325 -1,033 0.93% -$577.95K
JPMORGAN CHASE and CO 8,814 7,946 -868 0.82% -$373.30K
EXXON MOBIL CORP 17,801 15,535 -2,266 0.82% $305.60K
CISCO SYSTEMS INC 35,892 29,564 -6,328 0.81% -$412.38K
ALPHABET INC CL A 8,482 7,444 -1,038 0.80% -$395.03K
JOHNSON&JOHNSON 14,745 9,151 -5,594 0.78% -$777.65K
HUBBELL INC 4,822 4,266 -556 0.75% $102.26K
ASSURANT INC 10,350 9,283 -1,067 0.73% -$230.17K
THERMO FISHER SCIENTIFIC INC 3,917 3,847 -70 0.69% -$309.57K
APPLIED MATERIALS INC 6,963 5,355 -1,608 0.69% $237.25K
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/2031 2,046,244 2,041,554 -4,690 0.67% $21.95K
HOWMET AEROSPACE INC 7,486 6,953 -533 0.63% $293.81K
L3HARRIS TECHNOLOGIES INC 6,021 4,888 -1,133 0.61% $103.88K
GILEAD SCIENCES INC 15,102 11,800 -3,302 0.60% -$142.83K
GOLDMAN SACHS GROUP INC 2,733 2,015 -718 0.60% -$525.53K
EMERSON ELECTRIC CO 10,889 10,770 -119 0.56% $171.20K
CME GROUP INC CL A 6,136 4,950 -1,186 0.54% -$145.51K
AON PLC 4,671 4,280 -391 0.49% -$217.35K
CSX CORP 35,884 32,393 -3,491 0.48% $114.00K
BROADCOM INC 7,077 4,118 -2,959 0.45% -$1.54M
EQT CORPORATION 26,454 20,316 -6,138 0.43% -$362.18K
MORGAN STANLEY 7,682 7,435 -247 0.43% -$65.33K
CITIGROUP INC 14,999 10,583 -4,416 0.40% -$387.76K
BANK OF AMERICA CORPORATION 38,935 22,816 -16,119 0.39% -$951.94K
VERTIV HOLDINGS CO 5,446 4,356 -1,090 0.38% $131.49K
MARATHON PETROLEUM CORP 8,177 5,266 -2,911 0.36% -$540.36K
VERALTO CORP 10,675 10,494 -181 0.35% -$58.09K
NEWMONT CORP 13,673 7,355 -6,318 0.33% -$284.40K
MEDTRONIC PLC 21,926 9,346 -12,580 0.31% -$1.40M
Freddie Mac Pool 861,516 833,391 -28,125 0.30% -$23.94K
Fannie Mae Pool 845,610 837,324 -8,286 0.29% -$4.69K
AKAMAI TECHNOLOGIES INC 8,844 8,285 -559 0.28% $23.45K
CASEY'S GENERAL 1,217 1,186 -31 0.28% $118.86K
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-3/8% 02/15/2044 933,739 931,595 -2,144 0.28% $8.88K
MICRON TECHNOLOGY INC 2,636 1,953 -683 0.28% $182.00K
PACKAGING CORP OF AMERICA 4,293 3,409 -884 0.27% -$84.71K
FIRST HORIZON CORP 53,023 33,167 -19,856 0.27% -$395.49K
DIAMONDBACK ENERGY INC 5,715 4,509 -1,206 0.27% -$87.13K
CRH PLC 15,135 6,487 -8,648 0.27% -$1.04M
CATERPILLAR INC 1,797 1,042 -755 0.27% -$260.61K
FN BV7937 800,861 791,916 -8,945 0.27% $5.78K
SHOPIFY INC CL A 7,314 6,361 -953 0.26% -$392.33K
PERMIAN RESOURCES CORP CL A 52,999 41,197 -11,802 0.26% -$14.46K
PFIZER INC 29,698 27,017 -2,681 0.26% -$17.41K
UMBS 787,866 764,154 -23,711 0.26% -$8.83K
UMBS 742,738 725,705 -17,033 0.24% -$7.38K
VOYA FINANCIAL INC 12,320 10,342 -1,978 0.24% -$174.42K
G2 MA7590 753,987 736,284 -17,703 0.23% -$4.92K
FREEPORT MCMORAN INC 26,637 9,511 -17,126 0.22% -$497.35K
MIZUHO FINANCIAL 19,600 13,900 -5,700 0.22% -$53.90K
UMBS 649,885 627,769 -22,116 0.21% -$9.30K
DOLBY LABORATORIES INC CL A 11,274 9,106 -2,168 0.21% -$154.24K
PHILLIPS 66 10,725 3,633 -7,092 0.19% -$908.22K
CAPITAL ONE FINANCIAL CORP 3,735 2,804 -931 0.19% -$269.65K
INTL BUS MACH CORP 2,690 2,272 -418 0.19% -$284.32K
BURLINGTON STORES INC 2,045 1,648 -397 0.17% -$10.09K
FERGUSON ENTERPRISES INC 2,292 1,937 -355 0.17% -$71.74K
ILLUMINA INC 4,246 3,693 -553 0.17% -$61.58K
MONGODB INC CL A 1,781 1,499 -282 0.17% -$99.57K
Freddie Mac Pool 517,385 504,081 -13,304 0.15% -$2.81K
G2 MA7883 454,638 445,368 -9,270 0.15% $1.73K
FR SD8182 511,362 503,385 -7,977 0.14% $295
Fannie Mae Pool 481,014 473,491 -7,523 0.14% $830
FN MA4492 504,405 496,754 -7,651 0.14% $48
FNMA 30YR 2% 11/01/2051#BT9193 505,671 495,441 -10,229 0.14% -$2.10K
FREDDIE MAC POOL UMBS P#RA6333 2.00000000 504,934 493,217 -11,717 0.14% -$3.15K
FNMA 30YR 2% 07/01/2051#FM9579 495,504 487,619 -7,885 0.14% $1.18K
LAS VEGAS SANDS CORP 11,519 7,036 -4,483 0.14% -$386.05K
FN MA4305 484,595 476,995 -7,601 0.14% $1.29K
COSTAR GROUP INC 12,946 8,894 -4,052 0.14% -$493.75K
PLANET FITNESS INC CL A 4,997 4,822 -175 0.14% -$163.39K
Fannie Mae Pool 456,169 452,654 -3,516 0.14% $4.41K
Fannie Mae Pool 398,206 390,081 -8,124 0.13% -$1.92K
TE CONNECTIVITY PLC 3,389 1,672 -1,717 0.13% -$381.61K
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND 1,610,499 377,141 -1,233,358 0.13% -$1.23M
Fannie Mae Pool 382,692 373,541 -9,151 0.13% -$7.10K
Fannie Mae Pool 394,264 389,285 -4,979 0.12% $2.21K
FR SD8150 416,421 409,806 -6,615 0.12% $508
FN MA4280 435,001 428,321 -6,680 0.12% $2.48K
Fannie Mae Pool 408,222 399,154 -9,069 0.11% -$1.35K
DANAHER CORP 2,614 1,583 -1,031 0.11% -$259.36K
Fannie Mae Pool 360,502 346,884 -13,618 0.11% -$11.65K
FANNIE MAE POOL FN 04/51 FIXED VAR 386,213 378,067 -8,146 0.11% -$1.07K
FN CA8252 368,127 362,243 -5,884 0.11% $404
FNMA UMBS, 30 Year 372,890 366,962 -5,928 0.11% $962
FN FM5510 372,028 365,706 -6,322 0.11% $543
Fannie Mae Pool 368,444 362,261 -6,184 0.10% $937
Federal National Mortgage Association, Inc. 365,866 361,137 -4,730 0.10% $1.89K
Freddie Mac Pool 363,846 357,966 -5,880 0.10% $1.08K
Freddie Mac Pool 302,434 288,610 -13,824 0.10% -$12.55K
Government National Mortgage Association 303,546 280,054 -23,493 0.10% -$22.37K
Freddie Mac Gold Pool 283,743 280,335 -3,409 0.09% $314
FNMA UMBS, 30 Year 308,442 302,766 -5,676 0.09% $828
Fannie Mae Pool 304,482 297,483 -7,000 0.09% -$921
Federal National Mortgage Association, Inc. 297,929 292,912 -5,017 0.09% $1.21K
Fannie Mae Pool 294,512 289,422 -5,091 0.09% $1.08K
FR RA3563 291,787 287,163 -4,623 0.08% $521
Freddie Mac Pool 279,049 273,956 -5,093 0.08% -$371
Freddie Mac Pool 259,778 254,595 -5,183 0.08% -$123
Fannie Mae Pool 239,115 233,435 -5,681 0.07% -$1.43K
UMBS 226,176 221,348 -4,828 0.07% -$2.41K
FNMA 30YR 3.5% 10/01/2050#FM5298 213,413 207,784 -5,629 0.07% -$1.73K
FN FM5166 212,819 208,395 -4,424 0.07% -$671
Fannie Mae Pool 194,497 190,340 -4,156 0.06% -$1.23K
FNCL UMBS 3.0 CA7381 10-01-50 206,351 198,474 -7,877 0.06% -$3.91K
FR SD8011 189,014 185,607 -3,407 0.06% -$35
GNMA II POOL 784346 G2 07/47 FIXED 3.5 188,986 184,234 -4,752 0.06% $1.09K
FN CA6421 195,826 193,145 -2,681 0.06% $644
Uniform Mortgage-Backed Securities 186,120 181,721 -4,399 0.06% -$1.08K
Fannie Mae Pool 171,966 166,425 -5,541 0.06% -$3.11K
Fannie Mae Pool 169,314 166,770 -2,544 0.06% -$850
Fannie Mae Pool 168,970 158,278 -10,692 0.06% -$9.29K
FN MA4078 184,479 181,278 -3,200 0.05% $330
FANNIE MAE POOL 2.50% 182,179 177,347 -4,832 0.05% -$808
Fannie Mae Pool 166,880 163,507 -3,373 0.05% -$1.07K
TOYOTA AUTO RECV OWN TR 2022-D 5.30%, Due 09/15/2027 219,414 148,987 -70,427 0.05% -$70.79K
FNMA 30YR 3% 06/01/2050#CA6018 166,209 163,720 -2,489 0.05% $339
FN MA3210 152,742 149,774 -2,967 0.05% -$589
G2 MA2520 156,133 152,786 -3,347 0.05% -$466
Fannie Mae Pool 158,514 141,453 -17,062 0.05% -$16.34K
FNMA, Other 142,820 139,232 -3,588 0.05% -$1.82K
Freddie Mac Gold Pool 143,256 141,114 -2,142 0.05% -$767
NEW YORK NY CITY OF NEW YORK NY 135,000 123,443 -11,557 0.04% -$11.52K
UMBS 132,007 130,102 -1,905 0.04% $460
FREDDIE MAC GOLD POOL P#G08732 3.00000000 140,225 137,395 -2,831 0.04% -$712
Fannie Mae Pool 136,766 135,250 -1,516 0.04% $241
FNMA 30YR 4.5% 12/01/2040#AE0698 130,538 124,921 -5,617 0.04% -$5.32K
FNCL UMBS 2.5 CA9199 02-01-51 145,159 140,553 -4,606 0.04% -$1.28K
Freddie Mac Gold Pool 132,219 130,954 -1,265 0.04% $533
Fannie Mae Pool 128,155 125,592 -2,563 0.04% -$443
Fannie Mae Pool 121,415 119,632 -1,782 0.04% $315
FNMA 30YR 3% 12/01/2049#CA4792 123,196 119,209 -3,988 0.04% -$1.68K
G2 MA4836 116,928 113,967 -2,961 0.04% -$864
FNMA POOL CA1051 FN 01/48 FIXED 3.5 111,831 109,499 -2,332 0.04% -$495
FN AU1628 110,705 107,978 -2,727 0.04% -$1.08K
UMBS 102,006 99,221 -2,785 0.03% -$2.66K
JDOT 2023-B A3 134,170 98,013 -36,157 0.03% -$36.37K
Fannie Mae Pool 92,537 91,321 -1,216 0.03% -$1.52K
FN AS8511 101,992 96,113 -5,879 0.03% -$5.33K
FNMA 30YR 3.5% 12/01/2049#CA4807 99,604 96,323 -3,282 0.03% -$1.43K
FR SD7504 92,428 90,134 -2,294 0.03% -$508
Fannie Mae Pool 91,717 89,927 -1,790 0.03% -$289
Federal National Mortgage Association, Inc. 95,178 93,709 -1,469 0.03% $150
Fannie Mae Pool 88,132 83,647 -4,484 0.03% -$4.13K
FN MA3247 84,062 78,884 -5,178 0.03% -$4.74K
G2 MA4963 79,887 78,131 -1,756 0.03% -$424
FN BM5098 75,467 72,520 -2,947 0.03% -$2.45K
UMBS 81,398 80,156 -1,242 0.03% -$12
G2 MA4779 76,352 74,692 -1,659 0.03% -$512
FNMA 4.50% 8/41 #AI8448 75,281 72,053 -3,227 0.03% -$3.03K
FN BM4703 71,074 69,627 -1,447 0.02% -$243
FNMA POOL MA3360 FN 05/38 FIXED 3.5 70,045 66,631 -3,414 0.02% -$2.81K
Uniform Mortgage-Backed Securities 63,465 62,037 -1,429 0.02% -$533
Freddie Mac Gold Pool 63,208 59,952 -3,256 0.02% -$3.20K
FNMA 30YR 3.5% 06/49#BN6683 59,139 57,544 -1,595 0.02% -$516
TAOT 2023-A A3 77,620 52,130 -25,489 0.02% -$25.54K
FN MA4026 51,316 49,724 -1,593 0.02% -$588
G2 MA5331 49,454 48,219 -1,235 0.02% -$765
FANNIE MAE POOL UMBS P#AL7968 3.00000000 51,442 46,819 -4,623 0.02% -$4.40K
Fannie Mae Pool 47,843 47,198 -645 0.02% -$152
MBART 2023-1 A3 71,499 44,981 -26,518 0.02% -$26.55K
Fannie Mae Pool 42,897 42,130 -767 0.01% -$843
FNMA POOL BM3539 FN 10/30 FIXED VAR 48,631 41,305 -7,326 0.01% -$7.14K
Fannie Mae Pool 40,023 39,418 -604 0.01% -$33
Freddie Mac Gold Pool 40,887 37,209 -3,678 0.01% -$3.51K
Fannie Mae Pool 42,218 34,792 -7,427 0.01% -$7.23K
FNMA 30YR 4.5% 04/01/2049#FM1458 35,283 33,849 -1,434 0.01% -$1.11K
Fannie Mae Pool 29,637 29,378 -259 0.01% -$13
HAROT 2023-1 A3 49,561 24,800 -24,761 0.01% -$24.84K
Fannie Mae Pool 25,827 21,609 -4,218 0.01% -$4.12K
Freddie Mac Gold Pool 21,948 21,651 -297 0.01% -$87
Fannie Mae Pool 19,938 19,791 -147 0.01% $155
Fannie Mae Pool 16,986 16,644 -342 0.01% -$398
Government National Mortgage Association 38,917 17,074 -21,843 0.01% -$22.19K
Freddie Mac Gold Pool 16,512 15,995 -517 0.01% -$521
Freddie Mac Gold Pool 19,966 16,179 -3,786 0.01% -$3.70K
UMBS, 30 Year 13,636 13,328 -307 0.00% -$176
Fannie Mae Pool 12,754 12,332 -422 0.00% -$305
Fannie Mae Pool 13,877 11,405 -2,471 0.00% -$2.43K
Ginnie Mae I Pool 5,148 4,749 -399 0.00% -$401
OSCAR US FUNDING XII LLC 25,145 4,530 -20,615 0.00% -$20.51K
Fannie Mae Pool 3,608 3,452 -157 0.00% -$150
FN 793981 667 645 -22 0.00% -$20
FNMA POOL 534064 FN 03/30 FIXED 8 50 47 -3 0.00% -$3
Fannie Mae Pool 2 2 -0 0.00% -$0
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NVIDIA CORP 64,837 64,837 0 3.95% $12.32K
US TREASURY N/B 6,160,000 6,160,000 0 2.05% $37.90K
ALPHABET INC CL C 17,154 17,154 0 1.84% -$149.07K
MICROSOFT CORP 13,510 13,510 0 1.83% -$1.34M
US TREASURY N/B 4,320,000 4,320,000 0 1.51% $4.89K
US TREASURY N/B 4,890,000 4,890,000 0 1.31% $40.88K
US TREASURY N/B 3,210,000 3,210,000 0 1.11% $5.77K
U.S. Treasury STRIPS Principal 4,980,000 4,980,000 0 0.78% $49.02K
ONTARIO PROVINCE 1,490,000 1,490,000 0 0.55% $15.23K
US TREASURY N/B 1,557,000 1,557,000 0 0.54% $6.14K
GE VERNOVA LLC 1,370 1,370 0 0.41% $375.15K
CENTERPOINT HOUS 1,050,000 1,050,000 0 0.38% $2.37K
PFIZER INC 1,070,000 1,070,000 0 0.37% $3.50K
NEW YORK LIFE GLOBAL FUNDING MTN 4.150000% 07/25/2028 1,050,000 1,050,000 0 0.36% $1.83K
TRANE TECHNOLOGIES PLC 2,063 2,063 0 0.33% $84.25K
SYNOPSYS INC 2,225 2,225 0 0.32% -$8.92K
iShares Trust CORE US AGGREGATE BD ETF 8,642 8,642 0 0.30% $5.01K
DIAMONDBACK ENER 830,000 830,000 0 0.30% $10.26K
ALPHABET INC 800,000 800,000 0 0.28% $1.18K
CHEVRON USA INC 790,000 790,000 0 0.28% $8.33K
HSBC HOLDINGS 800,000 800,000 0 0.28% $3.96K
GUARDN 4.327 10/06/30 144A 800,000 800,000 0 0.28% $820
SHELL FINANCE US 800,000 800,000 0 0.28% $172
ROCHE HOLDINGS INC REGD 144A P/P 4.07500000 800,000 800,000 0 0.28% $4.29K
BAT Capital Corp 800,000 800,000 0 0.28% $4.70K
FLORIDA POWER & 770,000 770,000 0 0.28% -$183
GOLDMAN SACHS GP 800,000 800,000 0 0.28% -$434
UBS V4.151 12/23/29 144A 800,000 800,000 0 0.28% $492
NATIONWIDE BLDG 790,000 790,000 0 0.27% $5.36K
UNITED MEXICAN 750,000 750,000 0 0.27% $75
CITIGROUP INC 850,000 850,000 0 0.27% $4.65K
BOSTON SCIENTIFIC CORP 8,902 8,902 0 0.24% -$220.15K
IDEXX LABS INC 1,040 1,040 0 0.24% -$100.00K
International Business Machines Corp. 650,000 650,000 0 0.23% -$3.09K
INTUIT INC 1,606 1,606 0 0.23% -$361.43K
BECTON DICKINSON 630,000 630,000 0 0.22% $1.37K
POTOMAC ELECTRIC 607,000 607,000 0 0.22% $3.03K
BARCLAYS PLC 102,415 102,415 0 0.22% $42.98K
JPMORGAN CHASE 590,000 590,000 0 0.21% -$1.93K
GOLDMAN SACHS GP 610,000 610,000 0 0.21% $583
AXON ENTERPRISE INC 1,090 1,090 0 0.20% $2.46K
ELI LILLY & CO 550,000 550,000 0 0.19% $1.52K
FHMS K089 A2 560,000 560,000 0 0.19% $2.57K
BP CAP MKTS AMER 540,000 540,000 0 0.19% $2.53K
META PLATFORMS 540,000 540,000 0 0.19% $980
Romanian Government International Bond 490,000 490,000 0 0.19% $12.24K
FHMS K090 A2 545,000 545,000 0 0.19% $2.31K
MET LIFE GLOB 545,000 545,000 0 0.19% $2.68K
KINDER MORGAN EN 460,000 460,000 0 0.18% $6.66K
NEW YORK LIFE 699,000 699,000 0 0.18% $1.76K
GEN MOTORS FIN 545,000 545,000 0 0.18% $4.56K
BENTLEY SYSTEM-B 14,169 14,169 0 0.18% -$76.65K
INSMED INC 3,397 3,397 0 0.17% -$198.52K
FHMS K095 A2 515,000 515,000 0 0.17% $3.70K
VERIZON COMM INC 495,000 495,000 0 0.17% $4.33K
Ascendis Pharma A/S 2,107 2,107 0 0.17% $44.61K
TRMB 6.1 03/15/33 460,000 460,000 0 0.17% -$6.16K
ALPHABET INC 500,000 500,000 0 0.17% -$10.07K
SHELL FINANCE US 500,000 500,000 0 0.16% $2.31K
REPUBLIC SVCS 525,000 525,000 0 0.16% $4.01K
HP ENTERPRISE 448,000 448,000 0 0.16% $587
NATERA INC 2,155 2,155 0 0.15% -$66.31K
SMURFIT WESTROCK 430,000 430,000 0 0.15% $1.61K
NRG ENERGY INC SR SECURED 144A 12/27 2.45 440,000 440,000 0 0.15% $3.00K
USRE 2021-1 A1 495,000 495,000 0 0.14% $140
African Export-Import Bank (The) 413,000 413,000 0 0.14% $1.96K
GUARDANT HEALTH INC 4,407 4,407 0 0.14% -$63.99K
CHEWY INC- CL A 14,928 14,928 0 0.14% -$109.72K
WELLS FARGO CO 405,000 405,000 0 0.14% $1.42K
REPLIGEN CORP 3,148 3,148 0 0.14% -$133.13K
JPMORGAN CHASE 400,000 400,000 0 0.14% $1.47K
RWE FINANCE US LLC REGD 144A P/P 5.87500000 370,000 370,000 0 0.14% $2.35K
CARRIER GLOBAL 395,000 395,000 0 0.13% $2.20K
DUTCH BROS INC-A 7,185 7,185 0 0.13% -$35.92K
DISCOVER FINANCIAL SERVICES 342,000 342,000 0 0.13% $1.60K
AT&T INC 438,000 438,000 0 0.13% $4.08K
Hyundai Auto Receivables Trust 2022-C 376,000 376,000 0 0.13% -$580
CSX CORP 380,000 380,000 0 0.13% $1.63K
ANGLO AMERICAN 400,000 400,000 0 0.13% $3.14K
TORONTO DOM BANK 360,000 360,000 0 0.13% -$418
CROWN CASTLE INT 410,000 410,000 0 0.13% $3.70K
NXP BV/NXP FDG 410,000 410,000 0 0.13% $3.29K
CITIGROUP INC 390,000 390,000 0 0.12% $403
AMPHENOL CORP 390,000 390,000 0 0.12% $4.45K
Intesa Sanpaolo SpA 300,000 300,000 0 0.12% $2.90K
WASTE MANAGEMENT 365,000 365,000 0 0.12% $2.65K
PROCTER & GAMBLE 350,000 350,000 0 0.12% $2.44K
PHILIP MORRIS IN 320,000 320,000 0 0.12% $740
SPRINT CAP CORP 270,000 270,000 0 0.11% $1.40K
TRANE TECH 310,000 310,000 0 0.11% $3.41K
INTERCONTINENT 320,000 320,000 0 0.11% $531
WELLS FARGO CO 320,000 320,000 0 0.11% -$196
COMCAST CORP 335,000 335,000 0 0.11% $3.09K
AES CORP/THE 302,000 302,000 0 0.11% -$111
LOCKHEED MARTIN 320,000 320,000 0 0.11% $965
WASTE MANAGEMENT 310,000 310,000 0 0.11% $1.67K
MORGAN STANLEY 300,000 300,000 0 0.10% $531
BANK OF AMER CRP 290,000 290,000 0 0.10% -$1.19K
FORD MOTOR CO 320,000 320,000 0 0.10% $6.94K
CONAGRA BRANDS 300,000 300,000 0 0.10% $2.74K
PFIZER INC 285,000 285,000 0 0.10% $1.16K
CHENIERE CORP CH 285,000 285,000 0 0.10% $2.43K
LLOYDS BANKING GROUP PLC SR UNSECURED 05/27 VAR 280,000 280,000 0 0.10% $1.86K
DUKE ENERGY COR 275,000 275,000 0 0.09% $1.06K
PACIFIC LIFE GF 270,000 270,000 0 0.09% $1.78K
T-MOBILE USA INC 270,000 270,000 0 0.09% $1.95K
Sandor-Palota 250,000 250,000 0 0.09% $2.02K
Seasoned Loans Structured Transaction Trust Series 2019-2 265,000 265,000 0 0.09% $4.91K
AMERICAN TOWER 240,000 240,000 0 0.09% $1.03K
WP CAREY INC 295,000 295,000 0 0.09% $2.04K
FIVE CORNERS II 260,000 260,000 0 0.08% $1.42K
Seasoned Loans Structured Transaction Trust Series 2019-3 255,000 255,000 0 0.08% $2.95K
CSAIL 2017-CX10 Commercial Mortgage Trust 240,000 240,000 0 0.08% $848
SOUTHERN CAL ED 235,000 235,000 0 0.08% $1.67K
AMH 2.375 07/15/31 258,000 258,000 0 0.08% $2.16K
STATE OF CALIFORNIA CAS 10/26 FIXED 2.375 230,000 230,000 0 0.08% $710
HEALTHCARE RLTY 235,000 235,000 0 0.08% $2.21K
ELECTRICITE DE FRANCE SA SR UNSECURED 144A 05/33 6.25 200,000 200,000 0 0.08% $1.08K
SK HYNIX INC 210,000 210,000 0 0.08% $1.32K
ITALY GOV'T INT 225,000 225,000 0 0.08% $1.56K
BIOGEN INC 235,000 235,000 0 0.08% $1.70K
MERCK & CO INC 220,000 220,000 0 0.08% $1.38K
ABBVIE INC 220,000 220,000 0 0.07% $1.47K
AIR LEASE CORP 215,000 215,000 0 0.07% $1.39K
SOUTHERN CAL ED 290,000 290,000 0 0.07% $2.18K
UNITED TECH CORP 200,000 200,000 0 0.07% $579
ENBRIDGE INC 188,000 188,000 0 0.07% $688
NATWEST GROUP 200,000 200,000 0 0.07% $1.38K
DOLLAR GENERAL 200,000 200,000 0 0.07% $1.27K
GS Mortgage Securities Trust, Series 2019-GC39, Class A3 190,616 190,616 0 0.06% $3.45K
JPMORGAN CHASE 185,000 185,000 0 0.06% -$105
JACKSON FIN INC 195,000 195,000 0 0.06% $35
CON EDISON CO 170,000 170,000 0 0.06% $923
Mass Mutual Life Insurance 3.375%, Due 04/15/2050 225,000 225,000 0 0.05% $635
VERIZON COMM INC 140,000 140,000 0 0.05% $803
WISCONSIN ST GEN FD ANNUAL APPROPRIATION 2.196%, DUE 05/01/2027 135,000 135,000 0 0.05% $785
WFCM 2020-C56 A5 135,000 135,000 0 0.04% $1.11K
DALLAS-FORT WORTH TX INTERNATIONAL ARPT REVENUE 160,000 160,000 0 0.04% $1.52K
BANK OF AMER CRP 105,000 105,000 0 0.04% $233
KENTUCKY UTIL 105,000 105,000 0 0.03% -$109
VERIZON COMM INC 78,000 78,000 0 0.03% $240
Central Florida Tourism Oversight District 65,000 65,000 0 0.02% $952
Central Florida Tourism Oversight District 65,000 65,000 0 0.02% $1.02K
Citigroup Commercial Mortgage Trust, Series 2020-GC46, Class A2 48,282 48,282 0 0.02% $95
VERIZON COMM INC 51,000 51,000 0 0.02% $467
Central Florida Tourism Oversight District 50,000 50,000 0 0.02% $813
SIERRA PACIFIC POWER CO GENL REF MOR 07/37 6.75 25,000 25,000 0 0.01% $240
City & County Honolulu Wastewater System Revenue 25,000 25,000 0 0.01% $79

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