Penn Series Limited Maturity Bond Fund
Penn Series Funds Inc

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
BX Commercial Mortgage Trust 2026-CSMO 0 2,000,000 2,000,000 3.00% $2.00M
FREMF MORTGAGE TRUST FREMF 2017 K65 B 144A 0 2,000,000 2,000,000 2.98% $1.99M
ELLINGTON FINANCIAL MORTGAGE TRUST EFMT_20-1 0 2,000,000 2,000,000 2.94% $1.96M
FS 2026-HULA A 144A FRN 03-15-41 0 1,900,000 1,900,000 2.85% $1.90M
PMTLT 2025-J4 A9 0 1,832,975 1,832,975 2.73% $1.82M
WIND RIVER CLO LTD WINDR 2021 2A A1R 144A 0 1,400,000 1,400,000 2.10% $1.40M
Verus Securitization Trust 2026-3 0 1,250,000 1,250,000 1.87% $1.24M
PacifiCorp 0 1,000,000 1,000,000 1.50% $1.00M
HLSY 2020-2A BR 0 1,000,000 1,000,000 1.50% $1.00M
Fort Greene Park CLO LLC, Series 2025-2A, Class AR 0 800,000 800,000 1.20% $797.61K
NAVIENT STUDENT LOAN TRUST NAVSL 2019 CA B 144A 0 800,000 800,000 1.15% $764.71K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Vista Point Securitization Trust, Series 2020-1, Class M1 2,800,000 0 -2,800,000 0.00% -$2.78M
SBA TOWER TRUST 2,500,000 0 -2,500,000 0.00% -$2.50M
REGAL REXNORD 1,875,000 0 -1,875,000 0.00% -$1.88M
Cologix Data Centers US Issuer LLC, Series 2021-1A, Class A2 1,500,000 0 -1,500,000 0.00% -$1.47M
TPMT 2017-4 A1 144A FRN 06-25-57 1,318,647 0 -1,318,647 0.00% -$1.30M
WR Grace Holdings LLC 4.88 06/15/2027 992,000 0 -992,000 0.00% -$989.16K
Trinitas CLO IV Ltd., Series 2016-4A, Class A2L2 740,777 0 -740,777 0.00% -$740.80K
UNTD AIR 20-1 B 685,084 0 -685,084 0.00% -$685.09K
Flexential Issuer, LLC 685,714 0 -685,714 0.00% -$675.79K
Bunker Hill Loan Depositary Trust 2019-2 573,806 0 -573,806 0.00% -$563.45K
AMPHENOL CORP 500,000 0 -500,000 0.00% -$500.92K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
GS Mortgage-Backed Securities Trust 2021-PJ7 3,293,694 3,209,568 -84,126 4.31% -$86.69K
SLM Student Loan Trust 2014-2 2,545,295 2,477,152 -68,144 3.67% -$77.53K
NAVIENT STUDENT LOAN TRUST NAVSL 2020 EA A 144A 2,450,002 2,275,314 -174,688 3.20% -$182.88K
ECMC GROUP STUDENT LOAN TRUST ECMC 2018 2A A 144A 2,066,067 2,000,996 -65,071 2.97% -$69.71K
ONSLOW BAY FINANCIAL LLC OBX 2023 NQM8 A1 144A 1,812,292 1,693,243 -119,049 2.56% -$127.88K
Sequoia Mortgage Trust 2021-5 1,853,201 1,787,946 -65,254 2.36% -$65.43K
SMB PRIVATE EDUCATION LOAN TRUST 2020-PTB SER 2020-PTB CL A2A REGD 144A P/P 1.60000000 1,589,380 1,463,565 -125,815 2.08% -$124.27K
Federal National Mortgage Association Series 2012-152, Class TA 1,476,610 1,443,926 -32,684 1.99% -$38.88K
SMB Private Education Loan Trust 2017-A 1,479,810 1,173,035 -306,774 1.75% -$305.28K
SMB Private Education Loan Trust, Series 2021-C, Class B 1,304,771 1,022,781 -281,990 1.50% -$275.38K
DELTA/SKYMILES 1,074,000 984,500 -89,500 1.48% -$97.63K
Flagstar Mortgage Trust 2020-2 1,063,095 1,054,761 -8,334 1.38% -$7.48K
SMB Private Education Loan Trust 2015-A 1,000,000 917,000 -83,000 1.37% -$85.20K
JP Morgan Mortgage Trust 2019-9 968,171 942,065 -26,107 1.28% -$23.81K
ECMC Group Student Loan Trust 2019-1 989,901 948,668 -41,234 1.26% -$50.64K
Wells Fargo Mortgage Backed Securities 2020-2 Trust 951,204 943,304 -7,901 1.23% -$9.44K
VERUS SECURITIZATION TRUST VERUS 2023 8 A2 144A 897,204 803,284 -93,920 1.21% -$97.44K
PRKCM Trust, Series 2023-AFC3, Class A2 892,301 783,713 -108,587 1.18% -$113.43K
SMB Private Education Loan Trust 2014-A 734,684 658,923 -75,761 0.98% -$76.41K
CHTR 5 1/8 05/01/27 1,500,000 462,000 -1,038,000 0.69% -$1.04M
Citigroup Mortgage Loan Trust 2014-J1 466,571 460,887 -5,683 0.65% -$5.57K
BlackRock Liquidity FedFund - Institutional Class 1,141,111 371,801 -769,310 0.56% -$769.31K
CONCENTRIX CORP 1,000,000 250,000 -750,000 0.38% -$758.63K
Angel Oak Mortgage Trust 2020-1 251,767 220,544 -31,223 0.32% -$30.32K
OBX 2019-INV2 TRUST 178,158 173,935 -4,224 0.24% -$4.61K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Nelnet Student Loan Trust 2004-4 2,284,939 2,284,939 0 3.39% $2.48K
CMO 2,000,000 2,000,000 0 2.99% -$7.49K
SWCH COMMERCIAL MORTGAGE TRUST SWCH 2025 DATA A 144A 2,000,000 2,000,000 0 2.96% -$6.38K
TPMT 2020-4 A2 2,240,000 2,240,000 0 2.77% -$3.06K
DPABS 2021-1A A2I 1,750,500 1,750,500 0 2.49% -$8.21K
First Eagle BSL CLO 2019-1 Ltd 1,500,000 1,500,000 0 2.26% $224
MTB F 02/01/27 1,500,000 1,500,000 0 2.24% $2.51K
OTEXCN 3.875 02/15/28 144A 1,500,000 1,500,000 0 2.17% -$28.64K
State Street Corp 1,305,000 1,305,000 0 1.95% $3.91K
Wells Fargo & Co 1,250,000 1,250,000 0 1.88% $5.21K
FREMF Mortgage Trust, Series 2018-K82, Class C 1,224,000 1,224,000 0 1.80% -$8.32K
GEN MOTORS FIN 1,000,000 1,000,000 0 1.53% -$15.20K
REPSOL E&P CAP MARKETS REGD 144A P/P 4.80500000 1,000,000 1,000,000 0 1.51% -$5.54K
FORD MOTOR CRED 1,000,000 1,000,000 0 1.50% -$4.47K
HELMERICH & PAYN 1,000,000 1,000,000 0 1.50% -$6.92K
CARGILL INC 144A 4.125000% 10/23/2030 1,000,000 1,000,000 0 1.48% -$11.57K
LAS VEGAS SAN 750,000 750,000 0 1.14% -$9.45K

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