SJCP
SanJac Alpha Core Plus Bond ETF
Manager Directed Portfolios
ETF

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.

Nov 30, 2025 → Feb 28, 2026

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

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
U.S. Treasury Bills 0 500,000 500,000 17.96% $499.60K
U.S. Bank Money Market Deposit Account 0 324,990 324,990 11.68% $324.99K
XEL 6 1/4 0 6,800 6,800 6.10% $169.66K
Duke Energy Corp PREFERRED STOCK 0 3,000 3,000 2.66% $73.92K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
U.S. Treasury Bills 600,000 0 -600,000 0.00% -$598.38K
U.S. Treasury Bills 325,000 0 -325,000 0.00% -$322.16K
U.S. Treasury Bills 300,000 0 -300,000 0.00% -$299.29K
Babcock & Wilcox Enterprises Inc 4,011 0 -4,011 0.00% -$100.92K
Rithm Capital Corp., Series D, Pfd. 3,000 0 -3,000 0.00% -$73.23K
Babcock & Wilcox Enterprises Inc 2,100 0 -2,100 0.00% -$51.07K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NextEra Energy Capital Holdings, Inc., Series U, Pfd. 2,000 8,600 6,600 7.84% $167.74K
PENNYMAC MTG INVT TR 8.125/VAR PREF PERP 2,518 4,612 2,094 3.92% $47.81K
Rithm Capital Corp., Series B, Pfd. 1,400 1,450 50 1.31% $1.23K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
U.S. Treasury Notes 418,335 417,372 -964 15.32% $2.77K
Chimera Investment Corp 4,000 2,600 -1,400 2.35% -$34.81K
Government National Mortgage Association, Series 2022-195 63,306 59,476 -3,830 1.76% -$66
Freddie Mac REMICS 24,116 20,292 -3,824 0.72% -$3.75K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
US TREASURY N/B 350,000 350,000 0 12.63% $1.92K
PennyMac Mortgage Investment Trust PREFERRED STOCK 10,074 10,074 0 9.19% $201
Chimera Investment Corp 4,000 4,000 0 3.65% $1.04K
DYNEX CAPITAL 4,000 4,000 0 2.02% $80
RITHM CAPITAL CORP 2,500 2,500 0 0.90% -$3.60K

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