MRFOX
MARSHFIELD CONCENTRATED OPPORTUNITY 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
Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund 144,255,565 181,813,814 37,558,249 13.93% $37.56M
AUTOZONE INC 34,334 34,730 396 9.99% -$5.34M
Vanguard Treasury Money Market Fund Investor Class 124,505,934 125,698,614 1,192,680 9.63% $1.19M
UNITEDHEALTH GRP 267,827 331,254 63,427 7.44% $8.83M
PROGRESSIVE CORP OHIO 412,872 427,322 14,450 6.99% -$3.16M
MASTERCARD INC CL A 121,918 124,614 2,696 4.94% -$2.67M
VISA INC-CLASS A 185,569 190,619 5,050 4.68% -$1.04M
ARCH CAPITAL GRP 558,531 575,631 17,100 4.42% $5.19M
DOMINOS PIZZA INC 133,157 137,064 3,907 4.23% -$707.04K
EXPEDITORS INTL OF WASH INC 367,089 374,154 7,065 4.16% $338.18K
MOODYS CORP 98,494 100,200 1,706 3.67% -$484.37K
NVR INC 4,593 4,701 108 2.71% $860.15K
TJX COS INC 199,645 202,221 2,576 2.50% $2.36M
FASTENAL CO 689,177 695,177 6,000 2.45% $4.16M
WALT DISNEY CO/T 291,420 298,047 6,627 2.42% $1.16M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ROSS STORES INC 614,628 372,393 -242,235 5.87% -$31.82M
O'REILLY AUTOMOTIVE INC 698,119 687,369 -10,750 4.94% -$6.47M
CUMMINS INC 132,533 92,490 -40,043 4.14% -$12.00M
STRATEGIC EDUCATION INC 279,910 142,976 -136,934 0.90% -$10.07M

No positions in this category.

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