Thornburg Capital Management Fund
THORNBURG INVESTMENT 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.

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
McCormick & Co Inc/MD 0 74,700,000 74,700,000 3.10% $74.70M
Equifax Inc 0 73,000,000 73,000,000 3.03% $72.95M
Oracle Corp 0 68,000,000 68,000,000 2.82% $67.84M
Xcel Energy Inc 0 58,000,000 58,000,000 2.40% $57.85M
J M Smucker Co/The 0 57,400,000 57,400,000 2.38% $57.36M
Agree LP 0% CP 01/04/2026 0 57,000,000 57,000,000 2.37% $57.00M
BAT International Finance PLC 0 57,000,000 57,000,000 2.37% $57.00M
Evergy Metro Inc 0 52,600,000 52,600,000 2.18% $52.59M
American Electric Power Co Inc 0 50,000,000 50,000,000 2.08% $49.97M
Mitsubishi HC Finance America LLC 0 48,000,000 48,000,000 1.99% $47.93M
Enbridge US Inc 0 45,000,000 45,000,000 1.87% $44.96M
FISERV INC COMMERCIAL PAPER (ISITC) 0 42,800,000 42,800,000 1.78% $42.80M
ITT Inc 0 41,000,000 41,000,000 1.70% $40.97M
Western Union Co/The 0 40,000,000 40,000,000 1.66% $40.00M
Eversource Energy 0 40,000,000 40,000,000 1.66% $39.97M
Oglethorpe Power Corp 0 40,000,000 40,000,000 1.66% $39.93M
Dominion Energy South Carolina Inc 0 39,000,000 39,000,000 1.62% $39.00M
Spire Inc 0 39,000,000 39,000,000 1.62% $38.98M
Mohawk Industries Inc 0 38,000,000 38,000,000 1.58% $37.95M
Alimentation Couche-Tard Inc. 0% CP 09/04/2026 0 37,000,000 37,000,000 1.54% $36.97M
WEC Energy Group Inc 0 36,900,000 36,900,000 1.53% $36.85M
Howmet Aerospace Inc 0 36,000,000 36,000,000 1.49% $35.98M
Marsh & McLennan Cos Inc 0 34,849,000 34,849,000 1.44% $34.74M
NextEra Energy Capital Holdings Inc 0 33,500,000 33,500,000 1.39% $33.47M
Hyundai Capital America 0 33,000,000 33,000,000 1.36% $32.81M
Imperial Brands Finance PLC 0 30,000,000 30,000,000 1.25% $30.00M
Eaton Corp 0 30,000,000 30,000,000 1.24% $29.97M
Bell Telephone Co of Canada or Bell Canada/The 0 28,000,000 28,000,000 1.15% $27.78M
Southern Co Gas Capital Corp 0 25,000,000 25,000,000 1.04% $25.00M
Vulcan Materials Co 0 25,000,000 25,000,000 1.04% $25.00M
Sempra Energy 0 25,000,000 25,000,000 1.04% $24.98M
CRH America Finance Inc 0 25,000,000 25,000,000 1.04% $24.96M
Clorox Co/The 0 25,000,000 25,000,000 1.03% $24.87M
Molson Coors Beverage Co 0 24,400,000 24,400,000 1.01% $24.37M
Fortune Brands Home & Security Inc 0 24,000,000 24,000,000 1.00% $24.00M
Imperial Brands Finance PLC 0 24,000,000 24,000,000 1.00% $23.98M
Experian Finance PLC 0 23,300,000 23,300,000 0.97% $23.30M
CRH America Finance Inc 0 23,000,000 23,000,000 0.95% $22.94M
Eaton Corp 0 22,400,000 22,400,000 0.93% $22.40M
Ryder System Inc 0 22,000,000 22,000,000 0.91% $22.00M
WEC Energy Group Inc 0 21,000,000 21,000,000 0.87% $20.94M
Enbridge US Inc 0 20,000,000 20,000,000 0.83% $20.00M
O'Reilly Automotive Inc 0 20,000,000 20,000,000 0.83% $19.98M
Howmet Aerospace Inc 0 20,000,000 20,000,000 0.83% $19.94M
Entergy Corp 0 20,000,000 20,000,000 0.83% $19.86M
Mohawk Industries Inc 0 18,000,000 18,000,000 0.75% $18.00M
Enterprise Products Operating LLC 0 18,000,000 18,000,000 0.75% $17.99M
Alimentation Couche-Tard Inc 0 18,000,000 18,000,000 0.75% $17.97M
Canadian Pacific Railway Co 0 17,500,000 17,500,000 0.73% $17.49M
Hyundai Capital America 0 16,500,000 16,500,000 0.68% $16.49M
ITC Holdings Corp 0 15,754,000 15,754,000 0.65% $15.75M
Fortune Brands Innovations Inc 0 15,000,000 15,000,000 0.62% $14.99M
Spire Inc 0 15,000,000 15,000,000 0.62% $14.99M
Penske Truck Leasing Co LP / PTL Finance Corp. 0% CP 17/04/2026 0 15,000,000 15,000,000 0.62% $14.97M
Clorox Co/The 0 15,000,000 15,000,000 0.62% $14.94M
Telstra Group Ltd 0 14,915,000 14,915,000 0.62% $14.81M
Elevance Health Inc 0 13,500,000 13,500,000 0.56% $13.49M
ITC Holdings Corp 0 13,101,000 13,101,000 0.54% $13.10M
Sempra 0 13,000,000 13,000,000 0.54% $12.97M
Bell Telephone Co of Canada or Bell Canada/The 0 12,250,000 12,250,000 0.51% $12.24M
Intercontinental Exchange Inc 0 12,050,000 12,050,000 0.50% $12.01M
Mitsubishi HC Finance America LLC 0 12,000,000 12,000,000 0.50% $11.97M
Penske Truck Leasing Co LP / PTL Finance Corp. 0% CP 10/04/2026 0 11,790,000 11,790,000 0.49% $11.78M
INTERCONTINENTAL EXCHANGE INC 0 11,000,000 11,000,000 0.46% $11.00M
Penske Truck Leasing Co LP 0 11,000,000 11,000,000 0.46% $10.98M
Virginia Electric and Power Co 0 10,500,000 10,500,000 0.44% $10.49M
Oglethorpe Power Corp 0 10,437,000 10,437,000 0.43% $10.41M
Virginia Electric and Power Co 0 10,000,000 10,000,000 0.42% $9.99M
Ryder System Inc 0 10,000,000 10,000,000 0.41% $9.99M
Mosaic Co/The 0 10,000,000 10,000,000 0.41% $9.99M
Clorox Co/The 0 10,000,000 10,000,000 0.41% $9.98M
Penske Truck Leasing Co LP 0 10,000,000 10,000,000 0.41% $9.97M
CRH America Finance Inc 0 10,000,000 10,000,000 0.41% $9.96M
Bell Canada 0% CP 06/04/2026 0 9,650,000 9,650,000 0.40% $9.64M
Spire Inc 0 9,500,000 9,500,000 0.39% $9.48M
PPG Industries Inc 0 9,500,000 9,500,000 0.39% $9.47M
Evergy Kansas Central Inc 0 9,000,000 9,000,000 0.37% $8.99M
Fortune Brands Innovations Inc 0 9,000,000 9,000,000 0.37% $8.99M
Fortune Brands Innovations Inc 0 9,000,000 9,000,000 0.37% $8.98M
Bell Telephone Co of Canada or Bell Canada/The 0 9,000,000 9,000,000 0.37% $8.96M
Marriott International Inc/MD 0 8,400,000 8,400,000 0.35% $8.38M
ONE Gas Inc 0 8,000,000 8,000,000 0.33% $7.99M
American Electric Power Co Inc 0 8,000,000 8,000,000 0.33% $7.99M
Sherwin-Williams Co/The 0 7,850,000 7,850,000 0.32% $7.82M
Electricite de France SA 0 7,731,000 7,731,000 0.32% $7.73M
Sempra Energy 0 7,000,000 7,000,000 0.29% $7.00M
Clorox Co/The 0 7,000,000 7,000,000 0.29% $7.00M
Ryder System Inc 0 7,000,000 7,000,000 0.29% $6.99M
Duke Energy Corporation 0 7,000,000 7,000,000 0.29% $6.97M
NEXTERA ENERGY DISC 04/07/26 0.00000000 0 6,105,000 6,105,000 0.25% $6.10M
Eaton Corp 0 6,000,000 6,000,000 0.25% $6.00M
Hyundai Capital America 0 6,000,000 6,000,000 0.25% $5.98M
Penske Truck Leasing Co LP / PTL Finance Corp. 0% CP 13/04/2026 0 5,345,000 5,345,000 0.22% $5.34M
Penske Truck Leasing Co LP 0 5,300,000 5,300,000 0.22% $5.30M
American Honda Finance Corp 0 5,000,000 5,000,000 0.21% $5.00M
Avangrid Inc 0 5,000,000 5,000,000 0.21% $4.99M
Duke Energy Corp 0 5,000,000 5,000,000 0.21% $4.97M
Duke Energy Corp 0 4,965,000 4,965,000 0.21% $4.94M
American Honda Finance Corp. 0 4,860,000 4,860,000 0.20% $4.86M
ENBRIDGE (US) INC 0 4,741,000 4,741,000 0.20% $4.73M
Entergy Corporation 0 4,455,000 4,455,000 0.18% $4.43M
Oglethorpe Power Corp 0 4,405,000 4,405,000 0.18% $4.39M
Elevance Health Inc 0 4,371,000 4,371,000 0.18% $4.37M
Clorox Co/The 0 4,000,000 4,000,000 0.17% $4.00M
Duke Energy Corp 0 4,000,000 4,000,000 0.17% $4.00M
Oracle Corp 0 4,000,000 4,000,000 0.17% $3.99M
Keurig Dr Pepper Inc 0% CP 23/04/2026 0 4,000,000 4,000,000 0.17% $3.99M
Mosaic Co/The 0 4,000,000 4,000,000 0.17% $3.99M
Oglethorpe Power Corp 0 3,761,000 3,761,000 0.16% $3.76M
Xcel Energy Inc 0 3,078,000 3,078,000 0.13% $3.08M
Hyundai Capital America 0 3,000,000 3,000,000 0.12% $3.00M
ITT Inc 0 3,000,000 3,000,000 0.12% $2.99M
Clorox Co/The 0 3,000,000 3,000,000 0.12% $2.99M
Oracle Corp. 0 3,000,000 3,000,000 0.12% $2.99M
Experian Finance PLC 0 2,700,000 2,700,000 0.11% $2.70M
Imperial Brands Finance PLC 0 2,677,000 2,677,000 0.11% $2.67M
CRH America Finance Inc 0 2,500,000 2,500,000 0.10% $2.50M
Amcor Flexibles North America Inc 0 2,000,000 2,000,000 0.08% $2.00M
Mohawk Industries Inc 0 2,000,000 2,000,000 0.08% $2.00M
Clorox Co/The 0 2,000,000 2,000,000 0.08% $2.00M
McCormick & Co Inc/MD 0 2,000,000 2,000,000 0.08% $2.00M
Sherwin-Williams Co/The 0 2,000,000 2,000,000 0.08% $1.99M
Oracle Corp 0 2,000,000 2,000,000 0.08% $1.98M
Sherwin-Williams Co/The 0 1,950,000 1,950,000 0.08% $1.95M
Alimentation Couche-Tard Inc. 0% CP 02/04/2026 0 1,816,000 1,816,000 0.08% $1.82M
NextEra Energy Capital Holdings Inc 0 1,700,000 1,700,000 0.07% $1.70M
Clorox Co/The 0 1,500,000 1,500,000 0.06% $1.50M
Entergy Corp 0 1,449,000 1,449,000 0.06% $1.44M
NextEra Energy Capital Holdings Inc 0 1,150,000 1,150,000 0.05% $1.15M
Keurig Dr Pepper Inc 0 1,000,000 1,000,000 0.04% $999.36K
Alimentation Couche-Tard Inc 0 1,000,000 1,000,000 0.04% $999.26K
NextEra Energy Capital Holdings Inc 0 1,000,000 1,000,000 0.04% $997.84K
Fortune Brands Innovations Inc 0 1,000,000 1,000,000 0.04% $997.81K
Anheuser-Busch InBev Worldwide Inc 0 920,000 920,000 0.04% $916.47K
Duke Energy Corp 0 700,000 700,000 0.03% $699.55K
American Honda Finance Corp 0 559,000 559,000 0.02% $556.50K
Penske Truck Leasing Co. LP 0 500,000 500,000 0.02% $499.26K
Fortune Brands Innovations Inc 0 371,000 371,000 0.02% $370.35K
BASF SE 0 372,000 372,000 0.02% $368.21K
Alimentation Couche-Tard Inc. 0% CP 10/04/2026 0 300,000 300,000 0.01% $299.69K
Alimentation Couche-Tard Inc 0 263,000 263,000 0.01% $262.56K
American Honda Finance Corp 0 250,000 250,000 0.01% $249.57K
Mondelez International Inc 0 250,000 250,000 0.01% $249.41K
Clorox Co/The 0 250,000 250,000 0.01% $249.08K
Hyundai Capital America 0 250,000 250,000 0.01% $248.99K
Elevance Health Inc 0 150,000 150,000 0.01% $149.80K
Ryder System, Inc. 0% CP 02/04/2026 0 109,000 109,000 0.00% $108.99K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Darden Restaurants Inc 76,177,000 0 -76,177,000 0.00% -$76.15M
AbbVie Inc 75,000,000 0 -75,000,000 0.00% -$74.85M
Imperial Brands Finance PLC 74,500,000 0 -74,500,000 0.00% -$74.27M
Williams Cos Inc/The 74,200,000 0 -74,200,000 0.00% -$74.15M
Intercontinental Exchange Inc 74,000,000 0 -74,000,000 0.00% -$73.92M
Public Service Co of Colorado 68,000,000 0 -68,000,000 0.00% -$68.00M
Oracle Corporation 67,576,000 0 -67,576,000 0.00% -$67.35M
Avangrid Inc 62,000,000 0 -62,000,000 0.00% -$61.50M
Sysco Corp 60,000,000 0 -60,000,000 0.00% -$60.00M
PPL Capital Funding Inc 57,000,000 0 -57,000,000 0.00% -$56.93M
Dominion Energy South Carolina Inc 55,000,000 0 -55,000,000 0.00% -$54.98M
American Honda Finance Corp 54,550,000 0 -54,550,000 0.00% -$54.52M
Medtronic Global Holdings SCA 53,525,000 0 -53,525,000 0.00% -$53.50M
Telstra Group Ltd 52,000,000 0 -52,000,000 0.00% -$51.84M
Keurig Dr Pepper Inc 50,000,000 0 -50,000,000 0.00% -$49.97M
Enbridge US Inc 50,000,000 0 -50,000,000 0.00% -$49.96M
American Transmission Co LLC 50,000,000 0 -50,000,000 0.00% -$49.87M
Duke Energy Corp 50,000,000 0 -50,000,000 0.00% -$49.86M
Western Union Co/The 49,000,000 0 -49,000,000 0.00% -$49.00M
Mondelez International Inc 46,775,000 0 -46,775,000 0.00% -$46.61M
AutoZone Inc 46,000,000 0 -46,000,000 0.00% -$46.00M
Sempra 46,000,000 0 -46,000,000 0.00% -$45.98M
Penske Truck Leasing Co LP 45,945,000 0 -45,945,000 0.00% -$45.84M
Entergy Corp 45,000,000 0 -45,000,000 0.00% -$44.70M
FISERV INC 43,000,000 0 -43,000,000 0.00% -$43.00M
Waste Management Inc 43,000,000 0 -43,000,000 0.00% -$42.98M
CenterPoint Energy Resources Corp 40,000,000 0 -40,000,000 0.00% -$39.99M
Cintas Corp No 2 40,000,000 0 -40,000,000 0.00% -$39.98M
Canadian Pacific Railway Co 36,000,000 0 -36,000,000 0.00% -$35.96M
Eversource Energy 35,000,000 0 -35,000,000 0.00% -$34.88M
STATE STR INSTL INVT TR TREAS MMKT FD INST 34,293,143 0 -34,293,143 0.00% -$34.29M
Alimentation Couche-Tard Inc 31,000,000 0 -31,000,000 0.00% -$30.96M
ITC Holdings Corp 31,000,000 0 -31,000,000 0.00% -$30.87M
Arizona Public Service Co 30,000,000 0 -30,000,000 0.00% -$30.00M
Ryder System, Inc. 0% CP 05/01/2026 30,000,000 0 -30,000,000 0.00% -$29.99M
Sempra 28,000,000 0 -28,000,000 0.00% -$27.99M
Mitsubishi HC Finance America LLC 26,097,000 0 -26,097,000 0.00% -$26.09M
Cintas Corp No 2 26,000,000 0 -26,000,000 0.00% -$25.99M
Chevron Phillips Chemical Co LLC 26,000,000 0 -26,000,000 0.00% -$25.79M
ENBRIDGE (US) INC 25,000,000 0 -25,000,000 0.00% -$25.00M
Equifax Inc 25,000,000 0 -25,000,000 0.00% -$24.97M
Clorox Co/The 23,500,000 0 -23,500,000 0.00% -$23.49M
Agree LP 0% CP 05/01/2026 23,000,000 0 -23,000,000 0.00% -$22.99M
CenterPoint Energy Resources Corp 23,000,000 0 -23,000,000 0.00% -$22.99M
Spire Inc 22,300,000 0 -22,300,000 0.00% -$22.27M
Keurig Dr Pepper Inc 22,000,000 0 -22,000,000 0.00% -$21.96M
American Honda Finance Corp 22,000,000 0 -22,000,000 0.00% -$21.92M
Telstra Group Ltd 21,000,000 0 -21,000,000 0.00% -$20.93M
Eversource Energy 20,750,000 0 -20,750,000 0.00% -$20.74M
Sherwin-Williams Co/The 20,500,000 0 -20,500,000 0.00% -$20.45M
Evergy Metro Inc 20,000,000 0 -20,000,000 0.00% -$19.99M
Northern Illinois Gas Co 20,000,000 0 -20,000,000 0.00% -$19.99M
Clorox Co/The 20,000,000 0 -20,000,000 0.00% -$19.98M
Evergy Kansas Central Inc 20,000,000 0 -20,000,000 0.00% -$19.98M
ONE Gas Inc 20,000,000 0 -20,000,000 0.00% -$19.97M
Canadian Pacific Railway Co 20,000,000 0 -20,000,000 0.00% -$19.97M
Bell Telephone Co of Canada or Bell Canada/The 20,000,000 0 -20,000,000 0.00% -$19.96M
Duke Energy Corp 20,000,000 0 -20,000,000 0.00% -$19.94M
Bell Telephone Co. of Canada or Bell Canada (The) 19,000,000 0 -19,000,000 0.00% -$18.96M
Canadian Pacific Railway Co 18,000,000 0 -18,000,000 0.00% -$17.99M
Mohawk Industries Inc 18,000,000 0 -18,000,000 0.00% -$17.99M
Rockwell Automation Inc 18,000,000 0 -18,000,000 0.00% -$17.95M
Oglethorpe Power Corp 17,450,000 0 -17,450,000 0.00% -$17.44M
Marriott International Inc/MD 17,000,000 0 -17,000,000 0.00% -$17.00M
Alimentation Couche-Tard Inc 16,000,000 0 -16,000,000 0.00% -$15.98M
ITC Holdings Corp 16,000,000 0 -16,000,000 0.00% -$15.96M
Southern Co Gas Capital Corp 14,602,000 0 -14,602,000 0.00% -$14.59M
Eversource Energy 14,000,000 0 -14,000,000 0.00% -$13.99M
Bell Telephone Co of Canada or Bell Canada/The 13,525,000 0 -13,525,000 0.00% -$13.43M
Mitsubishi HC Finance America LLC 13,324,000 0 -13,324,000 0.00% -$13.30M
ONE Gas Inc 12,300,000 0 -12,300,000 0.00% -$12.29M
Penske Truck Leasing Co LP 12,250,000 0 -12,250,000 0.00% -$12.19M
Northern Illinois Gas Co 12,000,000 0 -12,000,000 0.00% -$11.99M
Southern Co Gas Capital Corp 12,000,000 0 -12,000,000 0.00% -$11.99M
Alimentation Couche-Tard Inc. 0% CP 09/01/2026 12,000,000 0 -12,000,000 0.00% -$11.99M
CenterPoint Energy Resources Corp 12,000,000 0 -12,000,000 0.00% -$11.99M
Avangrid Inc 12,000,000 0 -12,000,000 0.00% -$11.99M
ONE Gas Inc 11,600,000 0 -11,600,000 0.00% -$11.59M
ONE Gas Inc 11,000,000 0 -11,000,000 0.00% -$11.00M
American Transmission Co LLC 11,000,000 0 -11,000,000 0.00% -$10.96M
Penske Truck Leasing Co LP 10,000,000 0 -10,000,000 0.00% -$9.99M
Electricite de France SA 10,000,000 0 -10,000,000 0.00% -$9.95M
Honeywell International Inc 9,750,000 0 -9,750,000 0.00% -$9.66M
Penske Truck Leasing Co LP 9,000,000 0 -9,000,000 0.00% -$9.00M
Sherwin-Williams Co/The 8,000,000 0 -8,000,000 0.00% -$7.98M
Oglethorpe Power Corp 7,089,000 0 -7,089,000 0.00% -$7.08M
Oglethorpe Power Corp 6,635,000 0 -6,635,000 0.00% -$6.63M
Alimentation Couche-Tard Inc. 0% CP 06/01/2026 5,000,000 0 -5,000,000 0.00% -$5.00M
ORACLE CORPORATION 01/26 ZCP 5,000,000 0 -5,000,000 0.00% -$4.99M
Alimentation Couche-Tard Inc 5,000,000 0 -5,000,000 0.00% -$4.99M
Sherwin-Williams Co/The 5,000,000 0 -5,000,000 0.00% -$4.99M
Mitsubishi HC Finance America LLC 4,260,000 0 -4,260,000 0.00% -$4.25M
Delmarva Power & Light Co 4,008,000 0 -4,008,000 0.00% -$4.01M
Oglethorpe Power Corp 4,000,000 0 -4,000,000 0.00% -$3.99M
Bell Telephone Co of Canada or Bell Canada/The 4,000,000 0 -4,000,000 0.00% -$3.97M
Komatsu Finance America Inc 3,500,000 0 -3,500,000 0.00% -$3.49M
ITC HOLDINGS CORP 3,500,000 0 -3,500,000 0.00% -$3.47M
Honeywell International Inc 3,391,000 0 -3,391,000 0.00% -$3.36M
Oglethorpe Power Corp 3,007,000 0 -3,007,000 0.00% -$3.01M
Bell Telephone Co of Canada or Bell Canada/The 3,000,000 0 -3,000,000 0.00% -$3.00M
ALIMENTATION COUCHETARD INC 3,000,000 0 -3,000,000 0.00% -$3.00M
American Transmission Co LLC 3,000,000 0 -3,000,000 0.00% -$3.00M
Marriott International Inc/MD 3,000,000 0 -3,000,000 0.00% -$3.00M
Eversource Energy 3,000,000 0 -3,000,000 0.00% -$2.99M
ESSILORLUXOTTICA SA 4(a)(2) CP 1/26/2026 2,900,000 0 -2,900,000 0.00% -$2.89M
Honeywell International Inc 2,616,000 0 -2,616,000 0.00% -$2.60M
J M Smucker Co/The 2,319,000 0 -2,319,000 0.00% -$2.32M
ALIMENTATION COUCHE-TARD INC YCP 0% 01/01/2026 2,300,000 0 -2,300,000 0.00% -$2.30M
Komatsu Finance America Inc 2,250,000 0 -2,250,000 0.00% -$2.25M
Avery Dennison Corp 2,250,000 0 -2,250,000 0.00% -$2.24M
EssilorLuxottica SA 2,150,000 0 -2,150,000 0.00% -$2.15M
WEC Energy Group Inc 2,000,000 0 -2,000,000 0.00% -$2.00M
Clorox Co/The 2,000,000 0 -2,000,000 0.00% -$2.00M
Bell Telephone Co of Canada or Bell Canada/The 2,000,000 0 -2,000,000 0.00% -$2.00M
Marriott International Inc/MD 2,000,000 0 -2,000,000 0.00% -$2.00M
Spire Inc 2,000,000 0 -2,000,000 0.00% -$2.00M
Broadcom Inc 2,000,000 0 -2,000,000 0.00% -$2.00M
Penske Truck Leasing Co LP 2,000,000 0 -2,000,000 0.00% -$1.99M
Honeywell International Inc 1,854,000 0 -1,854,000 0.00% -$1.85M
Avery Dennison Corp 1,500,000 0 -1,500,000 0.00% -$1.50M
Eversource Energy 1,500,000 0 -1,500,000 0.00% -$1.50M
Canadian Pacific Railway Co 1,450,000 0 -1,450,000 0.00% -$1.45M
Chevron Phillips Chemical Co LLC 1,300,000 0 -1,300,000 0.00% -$1.29M
ORACLE CORPORA DISC 01/13/26 0.00000000 1,020,000 0 -1,020,000 0.00% -$1.02M
Equifax Inc 1,000,000 0 -1,000,000 0.00% -$1.00M
Keurig Dr Pepper Inc 1,000,000 0 -1,000,000 0.00% -$999.46K
Chevron Phillips Chemical Co LLC 1,000,000 0 -1,000,000 0.00% -$999.44K
Keurig Dr Pepper Inc 1,000,000 0 -1,000,000 0.00% -$998.73K
Bell Telephone Co of Canada or Bell Canada/The 1,000,000 0 -1,000,000 0.00% -$998.58K
Oracle Corp. 1,000,000 0 -1,000,000 0.00% -$992.39K
KEURIG DR PEPPER INC 950,000 0 -950,000 0.00% -$949.25K
Clorox Co/The 850,000 0 -850,000 0.00% -$849.09K
AutoZone Inc 800,000 0 -800,000 0.00% -$799.50K
Penske Truck Leasing Co LP 770,000 0 -770,000 0.00% -$768.44K
Bell Telephone Co of Canada or Bell Canada/The 587,000 0 -587,000 0.00% -$583.46K
Avangrid Inc 541,000 0 -541,000 0.00% -$538.58K
American Honda Finance Corp 525,000 0 -525,000 0.00% -$522.54K
Mitsubishi HC Finance America LLC 500,000 0 -500,000 0.00% -$499.44K
Toyota Motor Credit Corp 425,000 0 -425,000 0.00% -$424.31K
DTE Electric Co 400,000 0 -400,000 0.00% -$399.40K
Public Service Enterprise Group Inc 382,000 0 -382,000 0.00% -$381.54K
EVERSOURCE ENERGY DISC 1/09/26 0.00000000 350,000 0 -350,000 0.00% -$349.73K
Keurig Dr Pepper Inc 250,000 0 -250,000 0.00% -$249.92K
Virginia Electric and Power Co 250,000 0 -250,000 0.00% -$249.92K
Sysco Corp 250,000 0 -250,000 0.00% -$248.70K
Bell Telephone Co of Canada or Bell Canada/The 250,000 0 -250,000 0.00% -$248.33K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TRISTATE INSURED CASH SWEEP 285,712,086 109,947,519 -175,764,567 4.57% -$175.76M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Oracle Corp 1,000,000 1,000,000 0 0.04% $10.14K

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