High Income Fund
ULTRA SERIES FUND

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, 2024 → Mar 31, 2025

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

No positions in this category.

Security Shares Dec 2024 Shares Mar 2025 Δ shares End % Δ value
WASTE PRO USA INC SR UNSECURED 144A 02/26 5.5 225,000 0 -225,000 0.00% -$224.87K
WILLIAMS SCOTSMAN INTL INC 175,000 0 -175,000 0.00% -$174.34K
SUMMIT MATERIALS LLC / SUMMIT MATERIALS FINANCE CORP 100,000 0 -100,000 0.00% -$106.11K
BUCKEYE PARTNERS MLP 4.125% 03/01/2025 144A 101,000 0 -101,000 0.00% -$100.73K
Security Shares Dec 2024 Shares Mar 2025 Δ shares End % Δ value
State Street Navigator Securities Lending Portfolio II 807,537 1,178,765 371,228 10.44% $371.23K
Security Shares Dec 2024 Shares Mar 2025 Δ shares End % Δ value
State Street Navigator Securities Lending Government Money Market Portfolio 1,035,350 971,654 -63,697 8.61% -$63.70K
AMERICAN AIRLINES INC / AADVANTAGE LOYALTY IP LTD 5.5% 04/20/2026 144A 150,000 125,000 -25,000 1.10% -$25.21K
Security Shares Dec 2024 Shares Mar 2025 Δ shares End % Δ value
Ishares Trust-Ishares Iiboxx $ High Yield Corporate Bond Etf 5,900 5,900 0 4.12% $1.42K
MUSA 5 5/8 05/01/27 400,000 400,000 0 3.53% $1.10K
HCA INC 250,000 250,000 0 2.22% -$278
CDW LLC/CDW FIN 250,000 250,000 0 2.21% $3.64K
URI 5 1/2 05/15/27 250,000 250,000 0 2.21% $601
INTERNATIONAL GAME TECH SR SECURED 144A 04/26 4.125 250,000 250,000 0 2.19% $1.23K
SBA COMMUNICATIONS CORP SR UNSECURED 02/27 3.875 250,000 250,000 0 2.15% $3.35K
SUNOCO LP / SUNOCO FIN CORP 6% 04/15/2027 225,000 225,000 0 1.99% -$39
PFGC 5.5 10/15/27 144A 225,000 225,000 0 1.97% -$212
FYBR 5 05/01/28 144A 225,000 225,000 0 1.97% $1.98K
LPL HOLDINGS INC REGD 144A P/P 4.00000000 225,000 225,000 0 1.91% $2.14K
NETFLIX INC 200,000 200,000 0 1.89% $1.86K
ONEMAIN FINANCE CORP SR UNSEC 3.875% 09-15-28 225,000 225,000 0 1.84% $709
B&G Foods Inc 220,000 220,000 0 1.83% -$3.26K
ENERGIZER HOLDINGS INC REGD 144A P/P 4.75000000 210,000 210,000 0 1.78% $867
CCL 5.75 03/01/27 144A 200,000 200,000 0 1.77% $693
MGIC INVT CORP 200,000 200,000 0 1.75% $1.93K
LAMR 4.875 01/15/29 200,000 200,000 0 1.72% $2.35K
Sealed Air Corp. 200,000 200,000 0 1.72% $1.51K
Madison IAQ LLC 200,000 200,000 0 1.67% -$545
JEFFIN 5 08/15/28 200,000 200,000 0 1.67% $418
ROCKET MTGE. LLC / 3.875% 200,000 200,000 0 1.58% $4.56K
LW 4.125 01/31/30 144A 185,000 185,000 0 1.52% $2.90K
RHP HOTEL PROPS. LP 4.50% 175,000 175,000 0 1.47% $641
Roller Bearing Co. of America, Inc. 175,000 175,000 0 1.46% $943
MILLENNIUM ESCROW CORP SR SECURED 144A 08/26 6.625 225,000 225,000 0 1.41% -$16.07K
ROYAL CARIBBEAN 150,000 150,000 0 1.39% -$587
US FOODS INC REGD 144A P/P 6.87500000 150,000 150,000 0 1.36% $282
CLH 6 3/8 02/01/31 150,000 150,000 0 1.34% $513
CARS.COM INC REGD 144A P/P 6.37500000 150,000 150,000 0 1.31% -$648
IT 4.5 07/01/28 144A 150,000 150,000 0 1.30% $812
LW 4.875 05/15/28 144A 150,000 150,000 0 1.30% -$40
CALPINE CORP SR SECURED 144A 03/31 3.75 160,000 160,000 0 1.29% $2.74K
IRON MOUNTAIN INC REGD 144A P/P 5.25000000 150,000 150,000 0 1.27% $651
GRAPHIC PACKAGING INTL INC 3.5% 03/15/2028 144A 150,000 150,000 0 1.25% $772
NXST 4.75 11/01/28 144A 150,000 150,000 0 1.24% $407
ADVANTAGE SALES + MARKET SR SECURED 144A 11/28 6.5 150,000 150,000 0 1.17% -$10.88K
Nationstar Mortgage Holdings Inc 130,000 130,000 0 1.15% $620
TransDigm, Inc. 125,000 125,000 0 1.13% $944
SUNOCO LP / SUNOCO FIN CORP 4.5% 04/30/2030 135,000 135,000 0 1.12% $1.04K
United Airlines Pass Through Certificates, Series 2015-1 125,000 125,000 0 1.09% $202
EPC 5.5 06/01/28 144A 125,000 125,000 0 1.08% $38
EnerSys 125,000 125,000 0 1.07% $1.63K
OUTFRONT MEDIA CAP LLC / OUTFRONT MEDIA CAP CORP 4.25% 01/15/2029 144A 125,000 125,000 0 1.03% -$352
QVC INC SR SECURED 144A 04/29 6.875 160,000 160,000 0 0.98% -$19.16K
Ball Corp. 100,000 100,000 0 0.91% -$49
MPW 3 1/2 03/15/31 150,000 150,000 0 0.89% $5.42K
PLAYTIKA HOLDING CORP REGD 144A P/P 4.25000000 110,000 110,000 0 0.86% -$2.90K
BOYNE USA INC SR UNSECURED 144A 05/29 4.75 100,000 100,000 0 0.84% -$530
Medline Borrower, L.P. 100,000 100,000 0 0.83% $832
TELSAT 6.5 10/15/27 144A 175,000 175,000 0 0.67% $4.90K
ADAPTHEALTH LLC REGD 144A P/P 4.62500000 50,000 50,000 0 0.40% $517

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