FIJEX
Frost Total Return Bond Fund
Frost Family of Funds

Portfolio concentration

As of April 30, 2026 · N-PORT
Holdings
356
Top-10 weight
26.66%
Effective holdings ?
79
Crowding ?
64.3

Holdings

As of April 30, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 US TREASURY N/B 250,000,000 $239.74M 5.84%
2 US TREASURY N/B 125,000,000 $124.07M 3.02%
3 US TREASURY N/B 115,000,000 $103.39M 2.52%
4 US TREASURY N/B 100,000,000 $101.35M 2.47%
5 US TREASURY N/B 100,000,000 $97.91M 2.39%
6 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-212 AE 99,669,357 $95.80M 2.33%
7 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-182 AC 94,800,105 $92.51M 2.25%
8 G2 MA9964 87,827,835 $87.19M 2.12%
9 US TREASURY N/B 75,000,000 $74.07M 1.81%
10 PARATUS ENERGY SERVICES LTD COMMON STOCK 12,000,000 $66.58M 1.62%
11 FREDDIE MAC REMICS FHR 5417 JA 64,025,549 $65.11M 1.59%
12 FREDDIE MAC REMICS FHR 5425 A 57,613,815 $58.59M 1.43%
13 US TREASURY N/B 60,000,000 $57.33M 1.40%
14 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-145 AC 49,706,072 $48.33M 1.18%
15 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2026-70 PT 50,000,000 $47.95M 1.17%
16 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2026-57 PT 49,953,038 $47.82M 1.17%
17 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-130 AG 49,574,437 $47.47M 1.16%
18 FREDDIE MAC POOL FR SD6782 46,683,538 $47.34M 1.15%
19 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-71 HT 46,880,988 $46.67M 1.14%
20 FR SD8475 45,556,576 $45.82M 1.12%
21 SECBEN 6 1/2 PERP SECBEN 50,195,000 $45.37M 1.11%
22 BOEING CO/THE 38,598,000 $43.11M 1.05%
23 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-148 PT 44,698,006 $42.93M 1.05%
24 FREDDIE MAC REMICS FHR 5406 PO 61,032,960 $42.02M 1.02%
25 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2026-39 AJ 42,934,101 $41.65M 1.02%
26 KINGDOM OF BELGIUM GOVERNMENT INTERNATIONAL BOND 1 4.350000% 11/06/2034 40,000,000 $39.43M 0.96%
27 OT MIDCO LTD 10.00% OB 92,000,000 $35.88M 0.87%
28 TOPAZ SOLAR FARMS LLC SR SECURED 144A 09/39 5.75 35,269,277 $35.18M 0.86%
29 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-107 B 35,000,000 $33.92M 0.83%
30 FREDDIE MAC REMICS FHR 5491 C 31,821,130 $31.93M 0.78%
31 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2026-29 AH 32,819,099 $31.78M 0.77%
32 BARCLAYS PLC REGD V/R /PERP/ 8.00000000 BACR 30,250,000 $31.75M 0.77%
33 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2024-176 AH 31,464,832 $30.31M 0.74%
34 BOEING CO 31,000,000 $30.01M 0.73%
35 FREDDIE MAC POOL FR SD3586 28,365,713 $29.43M 0.72%
36 FREDDIE MAC POOL FR RJ2837 27,843,299 $28.00M 0.68%
37 FREDDIE MAC POOL FR SD5771 27,419,498 $27.08M 0.66%
38 Sycamore Tree CLO Ltd., Series 2025-6A, Class A1 27,000,000 $26.95M 0.66%
39 Freddie Mac Military Housing Bonds Resecuritization Trust Certificates 30,062,155 $25.96M 0.63%
40 PHILLIPS 66 CO 25,000,000 $24.92M 0.61%
41 American Credit Acceptance Receivables Trust 2026-2 25,000,000 $24.89M 0.61%
42 US TREASURY N/B 25,000,000 $24.47M 0.60%
43 US TREASURY N/B 25,000,000 $24.34M 0.59%
44 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-167 A 24,828,426 $24.09M 0.59%
45 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-202 AN 24,918,587 $23.68M 0.58%
46 GS MORTGAGE-BACKED SECURITIES TRUST 2025-PJ2 GSMBS 2025-PJ2 A1 21,203,199 $21.37M 0.52%
47 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2025-28 FW 20,803,530 $20.88M 0.51%
48 GINNIE MAE II POOL G2 MB0191 20,818,769 $20.50M 0.50%
49 KYNDRYL HOLDINGS INC REGD 6.35000000 20,642,000 $20.05M 0.49%
50 American Credit Acceptance Receivables Trust, Series 2025-4, Class D 20,000,000 $19.97M 0.49%
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