IDMIX
iMGP Dolan McEniry Corporate Bond Fund
LITMAN GREGORY FUNDS TRUST

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.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SALESFORCE INC 0 10,671,000 10,671,000 2.12% $10.65M
CF INDUSTRIES IN 0 10,593,000 10,593,000 2.10% $10.56M
WORKDAY INC 0 11,192,000 11,192,000 2.07% $10.39M
Omnicom Group Inc 0 8,223,000 8,223,000 1.60% $8.04M
STEEL DYNAMICS 0 8,248,000 8,248,000 1.54% $7.73M
FISERV INC 0 1,722,000 1,722,000 0.31% $1.57M
Service Corporation International/US 0 1,661,000 1,661,000 0.31% $1.55M
TOPBUILD CORP REGD 144A P/P 5.62500000 0 1,395,000 1,395,000 0.27% $1.37M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ORACLE CORP 10,560,000 0 -10,560,000 0.00% -$9.76M
QUANTA SERVICES 9,677,000 0 -9,677,000 0.00% -$9.07M
MARRIOTT INTL 8,110,000 0 -8,110,000 0.00% -$8.24M
OLIN CORP SR GLBL 5.625% 8/1/29 8,188,000 0 -8,188,000 0.00% -$8.24M
CONAGRA BRANDS 7,993,000 0 -7,993,000 0.00% -$8.09M
LOWE'S COS INC 8,000,000 0 -8,000,000 0.00% -$7.90M
PHILIP MORRIS IN 7,024,000 0 -7,024,000 0.00% -$7.36M
AMERICAN TOWER 7,356,000 0 -7,356,000 0.00% -$7.32M
GENUINE PARTS CO 6,789,000 0 -6,789,000 0.00% -$7.19M
FORTUNE BRANDS H 3,982,000 0 -3,982,000 0.00% -$3.83M
HCA INC 2,918,000 0 -2,918,000 0.00% -$2.81M
BROADCOM INC 2,808,000 0 -2,808,000 0.00% -$2.80M
CROWN CASTLE INC 2,447,000 0 -2,447,000 0.00% -$2.48M
PHILIP MORRIS IN 1,993,000 0 -1,993,000 0.00% -$2.10M
CARLISLE COS INC 2,171,000 0 -2,171,000 0.00% -$2.05M
BLOCK FINANCIAL 1,874,000 0 -1,874,000 0.00% -$1.81M
GLOBAL PAY INC 1,460,000 0 -1,460,000 0.00% -$1.46M
BROWN & BROWN 1,261,000 0 -1,261,000 0.00% -$1.30M
BAT CAPITAL CORP 1,386,000 0 -1,386,000 0.00% -$1.28M
FLEX LTD 1,243,000 0 -1,243,000 0.00% -$1.27M
EXPEDIA GRP INC 1,217,000 0 -1,217,000 0.00% -$1.21M
OLIN CORP SR UNSECURED 02/30 5 1,199,000 0 -1,199,000 0.00% -$1.18M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 24,563,000 25,379,000 816,000 5.07% $740.01K
EXPEDIA GRP INC 7,223,000 10,557,000 3,334,000 2.10% $3.29M
CARLISLE COS INC 7,392,000 10,658,000 3,266,000 2.10% $3.17M
BLOCK FINANCIAL 7,843,000 11,149,000 3,306,000 2.10% $3.04M
AMERICAN TOWER 2,002,000 11,185,000 9,183,000 2.09% $8.60M
HP INC 7,613,000 10,337,000 2,724,000 2.09% $2.61M
CONAGRA BRANDS 1,183,000 10,483,000 9,300,000 2.08% $9.27M
CCO Holdings, LLC/CCO Holdings Capital Corp. 10,325,000 11,727,000 1,402,000 2.08% $1.19M
BAT CAPITAL CORP 7,422,000 9,627,000 2,205,000 2.08% $2.24M
VERIZON COMM INC 7,564,000 10,437,000 2,873,000 2.08% $2.81M
FLEX LTD 8,594,000 10,395,000 1,801,000 2.07% $1.64M
WILLIS NORTH AME 8,555,000 10,229,000 1,674,000 2.06% $1.51M
GENUINE PARTS CO 2,186,000 9,532,000 7,346,000 2.05% $7.88M
FORTUNE BRANDS I 5,173,000 9,945,000 4,772,000 2.05% $4.83M
SBA Communications Corp. 1,582,000 10,844,000 9,262,000 2.05% $8.77M
MO 6.875 11/01/33 7,693,000 9,266,000 1,573,000 2.05% $1.56M
TRMB 6.1 03/15/33 7,881,000 9,789,000 1,908,000 2.04% $1.75M
GLOBAL PAY INC 8,351,000 10,303,000 1,952,000 2.04% $1.71M
CROWN CASTLE INC 6,986,000 9,921,000 2,935,000 2.02% $2.82M
BROWN & BROWN 8,636,000 9,927,000 1,291,000 1.98% $1.06M
NETAPP INC 8,322,000 9,636,000 1,314,000 1.96% $1.07M
TransDigm, Inc. 7,482,000 8,782,000 1,300,000 1.79% $1.16M
DICK'S SPORTING 8,113,000 9,721,000 1,608,000 1.76% $1.37M
BROADCOM INC 1,617,000 7,039,000 5,422,000 1.37% $5.26M
State Street Navigator Securities Lending Government Money Market Portfolio 917,510 6,715,868 5,798,358 1.34% $5.80M

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
QORVO INC 10,134,000 10,134,000 0 1.97% -$89.94K
CDW LLC/CDW FIN 10,795,000 10,795,000 0 1.96% -$207.70K
RB Global Holdings Inc. 9,515,000 9,515,000 0 1.92% -$101.54K
BLOOMIN' BRANDS INC / OSI REST COMPANY GUAR 144A 04/29 5.125 10,806,000 10,806,000 0 1.91% -$264.58K
EAGLE MATERIALS 10,371,000 10,371,000 0 1.85% -$159.57K
AT&T INC 10,698,000 10,698,000 0 1.80% -$90.13K
SEE 6.5 07/15/32 144A 8,623,000 8,623,000 0 1.80% $89.18K
FISERV INC 9,384,000 9,384,000 0 1.79% -$119.03K
TELEDYNE TECH 9,487,000 9,487,000 0 1.73% -$98.76K
IQVIA INC REGD 144A P/P 6.25000000 8,187,000 8,187,000 0 1.66% -$241.74K
MOTOROLA SOLUTIO 7,955,000 7,955,000 0 1.64% -$136.52K
ALLEGION US HLDG 8,038,000 8,038,000 0 1.63% -$197.73K
TEMPUR SEALY INTERNATIONAL INC 8,491,000 8,491,000 0 1.63% -$115.07K
LKQ CORP 7,810,000 7,810,000 0 1.60% -$338.31K
DVA 4.625 06/01/30 144A 8,153,000 8,153,000 0 1.56% -$96.21K
SIRIUS XM RADIO LLC REGD 144A P/P 5.50000000 7,767,000 7,767,000 0 1.54% -$95.60K
Bath & Body Works, Inc. 7,364,000 7,364,000 0 1.48% -$101.83K
MOLSON COORS 7,435,000 7,435,000 0 1.47% $9.24K
WABTEC 7,282,000 7,282,000 0 1.45% -$72.47K
HCA INC 7,091,000 7,091,000 0 1.41% -$10.16K
THC 6 1/8 10/01/28 5,347,000 5,347,000 0 1.07% -$16.98K
BROADCOM INC 3,617,000 3,617,000 0 0.71% -$45.18K
STEEL DYNAMICS 2,740,000 2,740,000 0 0.52% -$30.66K
L BRANDS INC 2,275,000 2,275,000 0 0.44% -$76.08K
DaVita Inc. 1,727,000 1,727,000 0 0.35% -$34.55K
FLIR SYSTEMS 1,364,000 1,364,000 0 0.25% -$7.98K

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