MEFOX
MEEHAN FOCUS FUND
Ultimus Managers 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.

Nov 30, 2025 → Feb 28, 2026

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

No positions in this category.

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
Allspring Heritage Money Market Fund INSTITUTIONAL CLASS 6,451,517 7,686,723 1,235,206 4.00% $1.24M

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BROADCOM INC 58,740 58,740 0 9.76% -$4.90M
APPLE INC 55,645 55,645 0 7.65% -$816.31K
UNITED RENTALS INC 15,750 15,750 0 6.88% $390.92K
APPLIED MATERIALS INC 35,365 35,365 0 6.85% $4.25M
BERKSHIRE HATH-B 24,850 24,850 0 6.53% -$220.17K
MICROSOFT CORP 30,060 30,060 0 6.14% -$2.98M
ALPHABET INC CL C 34,830 34,830 0 5.64% -$302.67K
LOWES COS INC 39,600 39,600 0 5.45% $874.76K
NVIDIA CORP 54,600 54,600 0 5.03% $10.37K
AMAZON.COM INC 41,435 41,435 0 4.53% -$962.12K
ALPHABET INC CL A 25,640 25,640 0 4.16% -$215.89K
VERTEX PHARMACEUTICALS INC 14,800 14,800 0 3.82% $935.66K
SCHWAB CHARLES CORP 65,000 65,000 0 3.22% $160.55K
JOHNSON CONTROLS 37,275 37,275 0 2.80% $1.04M
DEERE & CO 7,800 7,800 0 2.55% $1.29M
WILLIAMS-SONOMA INC 23,860 23,860 0 2.55% $611.77K
SHELL PLC SPONS ADR 52,850 52,850 0 2.30% $514.76K
VISA INC-CLASS A 11,000 11,000 0 1.83% -$157.30K
Novartis AG 20,420 20,420 0 1.79% $780.45K
SIMON PROPERTY 16,500 16,500 0 1.75% $289.24K
BLACKROCK INC 2,925 2,925 0 1.62% $46.60K
THERMO FISHER SCIENTIFIC INC 5,000 5,000 0 1.36% -$348.60K
LENNAR CORP CL A 16,000 16,000 0 0.95% -$271.04K
BLACKSTONE INC 12,200 12,200 0 0.72% -$403.21K
MILLROSE PROPERTIES INC 8,000 8,000 0 0.13% $7.20K

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