Large Cap Value 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, 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
CONOCOPHILLIPS 0 31,200 31,200 2.50% $4.12M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NIKE INC CL B 37,069 0 -37,069 0.00% -$2.36M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PROCTER & GAMBLE 28,075 42,275 14,200 3.70% $2.08M
MEDTRONIC PLC 54,283 60,200 5,917 3.16% $1.91K
AIR PRODUCTS and CHEMICALS INC 10,934 16,534 5,600 2.91% $2.10M
MCDONALDS CORP 13,000 14,900 1,900 2.81% $657.58K
COLGATE-PALMOLIVE CO 30,800 40,800 10,000 2.11% $1.04M
MARSH & MCLENNAN 14,800 17,700 2,900 1.86% $324.37K
State Street Navigator Securities Lending Portfolio II 1,755,387 2,981,740 1,226,353 1.81% $1.23M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EXXON MOBIL CORP 55,700 53,900 -1,800 5.54% $2.44M
JOHNSON&JOHNSON 37,500 36,275 -1,225 5.37% $1.11M
CHEVRON CORP 42,900 41,850 -1,050 5.25% $2.12M
NEXTERA ENERGY INC 80,500 76,400 -4,100 4.30% $633.49K
CME GROUP INC CL A 23,650 23,100 -550 4.13% $364.24K
HONEYWELL INTL INC 29,350 28,450 -900 3.90% $704.66K
EOG RESOURCES INC 39,500 37,050 -2,450 3.25% $1.21M
UNION PACIFIC CORP 22,000 21,200 -800 3.12% $54.50K
TEXAS INSTRUMENTS INC 26,519 25,300 -1,219 2.98% $310.96K
HOME DEPOT INC 14,450 14,150 -300 2.82% -$318.45K
ILLINOIS TOOL WORKS INC 18,700 17,800 -900 2.81% $27.35K
ANALOG DEVICES INC 15,000 14,375 -625 2.77% $505.26K
ABBVIE INC 21,300 20,550 -750 2.71% -$397.42K
BANK OF AMERICA CORPORATION 89,800 86,700 -3,100 2.56% -$712.38K
JPMORGAN CHASE and CO 14,550 14,250 -300 2.54% -$496.52K
LOWES COS INC 17,700 16,950 -750 2.43% -$263.59K
FASTENAL CO 88,400 83,000 -5,400 2.33% $303.71K
ABBOTT LABS 36,800 35,800 -1,000 2.23% -$935.09K
BLACKROCK INC 5,600 3,725 -1,875 2.17% -$2.41M
AUTOMATIC DATA PROCESSING INC 17,800 17,175 -625 2.11% -$1.09M
TE CONNECTIVITY PLC 21,200 16,500 -4,700 2.09% -$1.37M
PEPSICO INC 22,600 21,600 -1,000 2.03% $110.71K
HERSHEY CO/THE 14,700 13,750 -950 1.73% $183.38K
MORGAN STANLEY 34,719 15,816 -18,903 1.58% -$3.56M
CUMMINS INC 5,000 3,571 -1,429 1.16% -$630.98K
ROCKWELL AUTOMATION INC 8,100 4,561 -3,539 0.99% -$1.51M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
QUALCOMM INC 23,900 23,900 0 1.87% -$1.01M
ELEVANCE HEALTH INC 7,100 7,100 0 1.26% -$410.38K
DEERE & CO 3,300 3,300 0 1.13% $322.51K

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