HULAX
Hawaiian Tax-Free Trust
Hawaiian Tax-Free Trust

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
94
Top-10 weight
40.39%
Effective holdings ?
41
Crowding ?
12.3

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 State of Hawaii Airports System, Series 2025A 22,600,000 $23.25M 6.36%
2 City & County of Honolulu HI 16,510,000 $18.49M 5.06%
3 City & County Honolulu Wastewater System, Series 2022A 17,500,000 $18.23M 4.99%
4 HONOLULU CITY & CO-B 16,000,000 $16.86M 4.61%
5 City & County Honolulu HI Wastewater System Revenue 14,360,000 $14.70M 4.02%
6 State of Hawaii Department of Budget & Finance 5.00% 07/01/2042 HISGEN 12,000,000 $12.79M 3.50%
7 HI ST HSG FIN 3.3% MT 12,000,000 $12.07M 3.30%
8 State of Hawaii Department of Budget & Finance 10,000,000 $10.63M 2.91%
9 HONOLULU CO -REV 10,000,000 $10.44M 2.85%
10 State of Hawaii Harbor System Revenue 9,000,000 $9.00M 2.46%
11 State of Hawaii Harbor System Revenue 9,000,000 $8.91M 2.44%
12 City & County of Honolulu HI, Series 2025, GO Bonds 7,350,000 $8.18M 2.24%
13 Honolulu City & County Board of Water Supply 7,500,000 $7.95M 2.17%
14 HAWAII CO 6,000,000 $6.46M 1.77%
15 County of Hawaii HI 6,000,000 $6.37M 1.74%
16 State of Hawaii 6,000,000 $6.25M 1.71%
17 DREY-GVT CSH-I MISXX 6,144,161 $6.14M 1.68%
18 State of Hawaii, Series 2022 A 5,750,000 $5.82M 1.59%
19 State of Hawaii Department of Budget & Finance, Series 2025, RB HISGEN 5,000,000 $5.30M 1.45%
20 Honolulu City & County Board of Water Supply 5,150,000 $5.29M 1.45%
21 HONOLULU CO-REV 5,000,000 $5.18M 1.42%
22 State of Hawaii State Highway Fund 4,500,000 $4.53M 1.24%
23 County of Maui HI 4,075,000 $4.35M 1.19%
24 State of Hawaii State Highway Fund 4,300,000 $4.31M 1.18%
25 City & County of Honolulu HI 4,115,000 $4.29M 1.17%
26 County of Maui HI 3,885,000 $4.17M 1.14%
27 HONOLULU CO & CITY-A 3,865,000 $4.06M 1.11%
28 University of Hawaii 4,000,000 $4.05M 1.11%
29 County of Hawaii HI 3,600,000 $3.90M 1.07%
30 Honolulu City and County, Hawaii, Wastewater System Revenue Bonds, First Bond Resolution, Green Senior Series 2023 3,720,000 $3.86M 1.05%
31 State of Hawaii Airports System Revenue 3,465,000 $3.83M 1.05%
32 KAUAI CNTY HI COUNTY OF KAUAI HI 3,500,000 $3.82M 1.04%
33 State of Hawaii State Highway Fund 3,580,000 $3.77M 1.03%
34 University of Hawaii 3,650,000 $3.70M 1.01%
35 HONOLULU CO & CITY-A 3,455,000 $3.65M 1.00%
36 HONOLULU CO & CITY-A 3,400,000 $3.62M 0.99%
37 HAWAII HSG FIN CORP-A 3,200,000 $3.53M 0.97%
38 City & County of Honolulu HI 3,325,000 $3.45M 0.94%
39 KAUAI CNTY HI COUNTY OF KAUAI HI 3,000,000 $3.39M 0.93%
40 KAUAI CNTY HI COUNTY OF KAUAI HI 3,000,000 $3.32M 0.91%
41 County of Kauai HI 3,000,000 $3.22M 0.88%
42 State of Hawaii, Series EO 3,195,000 $3.20M 0.88%
43 HONOLULU CO-A 3,000,000 $3.19M 0.87%
44 State of Hawaii State Highway Fund 2,800,000 $3.00M 0.82%
45 State of Hawaii Department of Budget & Finance 2,675,000 $2.92M 0.80%
46 State of Hawaii Department of Budget & Finance 2,500,000 $2.77M 0.76%
47 HONOLULU CO & CITY-A 2,435,000 $2.63M 0.72%
48 State of Hawaii, Series FK 2,540,000 $2.59M 0.71%
49 University of Hawaii 2,500,000 $2.58M 0.71%
50 State of Hawaii, Series 2018 A 2,465,000 $2.47M 0.68%
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