PTFSX
Pacific Capital Tax-Free Short Intermediate Securities Fund
FundVantage 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.

Oct 31, 2025 → Jan 30, 2026

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

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
Hawaii Housing Finance & Development Corp 0 700,000 700,000 1.75% $704.91K
Texas Water Development Board, State Water Implementation Fund, Series 2018B 0 500,000 500,000 1.33% $536.47K
City of Salt Lake City UT Airport Revenue 0 370,000 370,000 0.97% $391.93K
University of Hawaii 0 345,000 345,000 0.87% $351.83K
University of Hawaii, Series 2017F 0 135,000 135,000 0.35% $140.72K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
City & County Honolulu HI Wastewater System Revenue 900,000 0 -900,000 0.00% -$925.48K
CNTRL PUGET TRANSP-S1 525,000 0 -525,000 0.00% -$525.00K
CNTRL PUGET TRANSP-S1 500,000 0 -500,000 0.00% -$500.00K
State of Hawaii Airports System Revenue 175,000 0 -175,000 0.00% -$191.27K
HAWAII ST DEPT OF BUDGET & FIN STATE OF HAWAII DEPARTMENT OF BUDGET & FINANCE 25,000 0 -25,000 0.00% -$24.99K

No positions in this category.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
State of Hawaii Department of Budget & Finance 1,900,000 1,750,000 -150,000 5.04% -$160.60K
State of Hawaii State Highway Fund, Series B 2,000,000 1,950,000 -50,000 4.89% -$56.55K
DREY-GVT CSH-I 1,033,412 645,775 -387,637 1.60% -$387.64K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
HONOLULU CITY & CNTY HI CITY & COUNTY OF HONOLULU HI 3,260,000 3,260,000 0 8.40% $7.94K
HONOLULU CITY & CNTY HI WSTWTR CITY & COUNTY HONOLULU HI WASTEWATER SYSTEM REVENU 2,000,000 2,000,000 0 5.79% $29.60K
City & County Honolulu HI Wastewater System Revenue 2,000,000 2,000,000 0 5.73% $8.56K
Honolulu (City & County of), HI (Second Bond Resolution), Series 2024, RB 2,000,000 2,000,000 0 5.65% $20.00K
City & County Honolulu Wastewater System, Series 2022A 1,800,000 1,800,000 0 5.08% $11.61K
HAWAII CNTY HI COUNTY OF HAWAII HI 1,800,000 1,800,000 0 5.00% $18.95K
City & County of Honolulu HI 1,500,000 1,500,000 0 4.44% $10.40K
HI ST HSG FIN 3.3% MT 1,500,000 1,500,000 0 3.76% $6.56K
State of Hawaii Department of Budget & Finance 1,340,000 1,340,000 0 3.52% $2.09K
County of Maui HI 1,000,000 1,000,000 0 2.93% $6.93K
HONOLULU CO & CITY-A 1,000,000 1,000,000 0 2.77% $10.44K
MUNIBOND 1,100,000 1,100,000 0 2.75% -$3.55K
State of Hawaii Harbor System, Series A 1,000,000 1,000,000 0 2.57% $6.80K
State of Hawaii 1,000,000 1,000,000 0 2.52% $1.22K
State of Hawaii Airports System, Series 2018B 910,000 910,000 0 2.34% -$1,000
GUAM WTRWKS AUTH-A 725,000 725,000 0 1.96% $6.09K
MAUI CNTY HI REGD B/E 5.00000000 600,000 600,000 0 1.74% $4.15K
University of Hawaii 620,000 620,000 0 1.57% -$2.12K
GROSSE POINTE PUB SCH 500,000 500,000 0 1.31% $1.40K
State of Hawaii Department of Budget & Finance 500,000 500,000 0 1.31% $780
State of Hawaii Harbor System Revenue 500,000 500,000 0 1.25% -$1.09K
UNIV OF HAWAII HI REVENUE UNIVERSITY OF HAWAII 450,000 450,000 0 1.18% $1.38K
GUAM WTRWKS AUTH-A 395,000 395,000 0 1.10% $5.53K
State of Hawaii Harbor System, Series 2020C 400,000 400,000 0 1.08% $1.24K
State of Hawaii, Series EY 400,000 400,000 0 0.99% $143
State of Hawaii Airports System Revenue 325,000 325,000 0 0.89% $832
State of Hawaii Airports System Revenue 300,000 300,000 0 0.75% $48
City & County of Honolulu HI 255,000 255,000 0 0.67% $546
State of Hawaii Department of Budget & Finance 250,000 250,000 0 0.64% $1.96K
State of Hawaii Airports System Revenue 225,000 225,000 0 0.58% -$269
City & County of Honolulu HI 230,000 230,000 0 0.58% -$912
Honolulu (City & County of), HI (Honolulu Rail Transit), Series 2021, GO Bonds 200,000 200,000 0 0.54% $738
City & County of Honolulu, Series 2019C 200,000 200,000 0 0.50% -$250
State of Hawaii, Series FH 170,000 170,000 0 0.43% -$552
Florida Housing Finance Corp. 170,000 170,000 0 0.39% $2.28K
State of Hawaii Department of Hawaiian Home Lands 100,000 100,000 0 0.26% $27
State of Hawaii Department of Hawaiian Home Lands 55,000 55,000 0 0.14% -$21
State of Hawaii, Series 2018FT 30,000 30,000 0 0.08% $3

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