TCCYX
Ambrus Tax-Conscious California Bond Fund
FundVantage Trust

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
366
Top-10 weight
11.61%
Effective holdings ?
182
Crowding ?
25.3

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 CALIFORNIA ST-TXBL 8,000,000 $7.98M 1.64%
2 San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2019, RB 6,675,000 $6.83M 1.40%
3 SACRAMENTO TRANS-A 5,565,000 $5.68M 1.17%
4 CALIFORNIA ST STWD CMNTYS DEV REGD B/E 5.00000000 5,485,000 $5.54M 1.14%
5 DREY-GVT CSH-I MISXX 5,257,529 $5.26M 1.08%
6 SAN FRANCISCO PUB UTL 4,855,000 $5.24M 1.08%
7 California Educational Facilities Authority 5,110,000 $5.17M 1.06%
8 CA ST EDUCTNL FACS-A 5,205,000 $5.12M 1.05%
9 PIMCO-SEN LN ACT 98,776 $4.88M 1.00%
10 California Community Choice Financing Authority, Series F CCEDEV 4,500,000 $4.84M 1.00%
11 CA CAS 5 10/01/2039 4,400,000 $4.76M 0.98%
12 M-S-R Energy Authority, California, Gas Revenue Bonds, Citigroup Prepay Contracts, Series 2009A MSRPWR 4,000,000 $4.74M 0.97%
13 California Community Choice Financing Authority, Series C CCEDEV 4,500,000 $4.67M 0.96%
14 STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF SPHY 200,000 $4.66M 0.96%
15 CALIFORNIA ST INFRAST 4,555,000 $4.66M 0.96%
16 San Francisco (City & County of), CA, Series 2010 C, GO Bonds 4,150,000 $4.38M 0.90%
17 The Goldman Sachs Group, Inc. GS 4,300,000 $4.27M 0.88%
18 State of California 4,120,000 $4.16M 0.85%
19 LOS ANGELES FAC-A-UNR 4,000,000 $4.06M 0.84%
20 UNIV OF CALIFORNIA-Q 3,835,000 $4.01M 0.82%
21 CA TXB-VAR PURP 3,450,000 $3.97M 0.82%
22 US TREASURY N/B 3,850,000 $3.79M 0.78%
23 City & County of San Francisco CA 3,630,000 $3.76M 0.77%
24 ANAHEIM HSG-A 3,605,000 $3.76M 0.77%
25 Santa Monica Public Financing Authority 3,690,000 $3.76M 0.77%
26 CALIFORNIA COMMUNITY VAR CCEDEV 3,755,000 $3.75M 0.77%
27 City of Toledo OH Water System Revenue 3,575,000 $3.59M 0.74%
28 River Islands Public Financing Authority, Series 2022, Ref. RB 3,370,000 $3.59M 0.74%
29 KKR & Co. Inc., Series T, Pfd. KKRT 150,000 $3.49M 0.72%
30 M&T Bank Corp., Series K, Pfd. MTB K 134,900 $3.38M 0.70%
31 San Diego Public Facilities Financing Authority, Series 2018A 3,220,000 $3.33M 0.68%
32 California (State of) Public Finance Authority (Hoag Memorial Hospital), Series 2022 A, RB 3,150,000 $3.31M 0.68%
33 US TREASURY N/B 3,300,000 $3.30M 0.68%
34 Los Angeles Department of Water & Power Water System, Series 2017A 3,250,000 $3.27M 0.67%
35 CA ST EDUCTNL FACS-A 3,230,000 $3.26M 0.67%
36 Sacramento (City of), CA (Convention Center Complex), Series 2018, RB 3,175,000 $3.24M 0.67%
37 California Community Choice Financing Authority, Series B-1 2,965,000 $3.11M 0.64%
38 LOS ANGELES DEPT WTR 3,090,000 $3.10M 0.64%
39 Lancaster Financing Authority 3,000,000 $3.08M 0.63%
40 City of Baltimore MD 3,070,000 $3.08M 0.63%
41 California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB CCEDEV 3,000,000 $3.06M 0.63%
42 Bank of America Corp. 2,950,000 $3.02M 0.62%
43 California (State of) Health Facilities Financing Authority (Lucile Salter Packard Children's Hospital at Stanford), Series 2017, RB 3,000,000 $3.01M 0.62%
44 SAN JOSE CA MF HSG REVENUE SJSMFH 2,975,000 $3.00M 0.62%
45 C V6.625 PERP C 3,000,000 $3.00M 0.62%
46 CALIFORNIA ST INFRAST 2,875,000 $2.99M 0.61%
47 CALIFORNIA ST HLTH FACS FING AUTH REVENUE CASMED 2,840,000 $2.98M 0.61%
48 California Municipal Finance Authority CASFIN 2,940,000 $2.98M 0.61%
49 El Rancho Unified School District 3,935,000 $2.96M 0.61%
50 Colorado School of Mines 2,900,000 $2.95M 0.61%
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