FTORX
Nomura Tax-Free Oregon Fund
Delaware Group Limited-Term Government Funds

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
74
Top-10 weight
27.27%
Effective holdings ?
56
Crowding ?
27.5

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 PUERTO RICO SALES TAX FING COR REGD OID B/E 4.75000000 PRCGEN 1,775,000 $1.66M 3.55%
2 EUGENE OR ELEC UTILITY REVENUE 1,500,000 $1.56M 3.34%
3 Oregon State Facilities Authority, Series 2025, RB 1,500,000 $1.50M 3.22%
4 Oregon State Facilities Authority 1,235,000 $1.29M 2.77%
5 OR HLTH SCI UNV 3% 7/1/2051 1,815,000 $1.26M 2.71%
6 NEWPORT OR 1,225,000 $1.11M 2.38%
7 STATE OF OREGON 5.25% 05-01-44 1,000,000 $1.10M 2.37%
8 OR ST ADMIN LOT 5.25% 4/1/2045 1,000,000 $1.09M 2.34%
9 City of Bend OR 1,000,000 $1.09M 2.34%
10 Clackamas County School District No 35 Molalla River 1,000,000 $1.05M 2.25%
11 Port of Portland, Series 29 1,000,000 $1.04M 2.23%
12 Linn County Community School District No 9 Lebanon/OR 1,000,000 $1.03M 2.22%
13 COLUMBIA LUTHERAN CHARITIES OBLIGATED GROUP 5.25% 08-01-49 ASTMED 1,050,000 $1.03M 2.22%
14 Washington & Multnomah Counties School District No 48J Beaverton, Series 2025, GO Bonds 1,000,000 $1.03M 2.21%
15 Albany Hospital Facility Authority, Series 2026A 1,000,000 $995.82K 2.14%
16 State of Oregon Housing & Community Services Department 1,000,000 $988.65K 2.12%
17 SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.00000000 960,000 $907.26K 1.95%
18 Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 2018 PRCDEV 923,514 $905.93K 1.94%
19 Clackamas & Washington Counties School District No 3 1,250,000 $861.45K 1.85%
20 MULTNOMAH OR 40 0% 6/15/2051 3,000,000 $820.23K 1.76%
21 University of Oregon 1,000,000 $800.18K 1.72%
22 State of Oregon Department of Transportation 5.25% 11/15/2047 ORSTRN 750,000 $792.28K 1.70%
23 REDMOND OR REGD B/E AMT 5.50000000 750,000 $780.09K 1.67%
24 PORTLAND OR SWR SYS REVENUE 750,000 $770.63K 1.65%
25 SALEM OR OHC 4% 5/15/2047 865,000 $731.20K 1.57%
26 PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000 PRCGEN 2,801,000 $717.95K 1.54%
27 MEDFORD OR HOSP FACS AUTH REVENUE 1,000,000 $711.51K 1.53%
28 Yamhill (County of), OR Hospital Authority (Friendsview), Series 2021 A, Ref. RB 840,000 $703.30K 1.51%
29 Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022 PRC 937,243 $629.12K 1.35%
30 THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND 12,355,000 $572.65K 1.23%
31 Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022 PRC 929,153 $567.94K 1.22%
32 Puerto Rico Industrial Tourist Educational Medical & Environmental Control Facilities Financing Authority, Series 2023 A-3 500,000 $562.42K 1.21%
33 Union County Hospital Facility Authority 535,000 $541.76K 1.16%
34 OR ST DEPT-A 500,000 $534.40K 1.15%
35 University of Oregon, Series 2026A 500,000 $534.24K 1.15%
36 State of Oregon, Series 2025 A 500,000 $530.09K 1.14%
37 PORTLAND -REV 500,000 $521.48K 1.12%
38 Washington & Multnomah Counties School District No. 48J Beaverton, Series 2025B 500,000 $518.74K 1.11%
39 City of Cannon Beach OR 500,000 $518.28K 1.11%
40 City of Bend OR 500,000 $515.90K 1.11%
41 PORT OF PORTLAND OR ARPT REVENUE 500,000 $510.46K 1.10%
42 Central Lincoln People's Utility District 500,000 $510.40K 1.10%
43 State of Oregon 500,000 $508.28K 1.09%
44 Oregon State Facilities Authority 500,000 $492.96K 1.06%
45 OR ST FACS 5% 10/1/2046 500,000 $489.58K 1.05%
46 Clackamas (County of), OR Hospital Facility Authority (Rose Villa), Series 2020 A, Ref. RB CLAMED 500,000 $488.26K 1.05%
47 PORT OF PORTLAND OR ARPT REVENUE 555,000 $487.63K 1.05%
48 Astoria, OR Hospital Fac. Auth. Rev. (Columbia Memorial Hospital) 500,000 $484.44K 1.04%
49 PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000 PRCGEN 1,356,000 $477.52K 1.02%
50 Multnomah County School District No 1J Portland 500,000 $475.24K 1.02%
1 / 2 Next ›

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.