TEFEX
Tax-Exempt Fund of California
American Funds Tax Exempt Series II / CA

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
1716
Top-10 weight
8.41%
Effective holdings ?
482
Crowding ?
19.1

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 CALIFORNIA COMMUNITY VAR CCEDEV 32,025,000 $34.29M 0.98%
2 CALIFORNIA COMMUNITY VAR CCEDEV 28,665,000 $31.48M 0.90%
3 California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB CCEDEV 29,000,000 $31.12M 0.89%
4 CA STWD CMNTYS DEV-B 25,900,000 $30.48M 0.87%
5 California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB CCEDEV 28,685,000 $30.29M 0.86%
6 CHEVRON USA INC FRN 11-01-35 29,590,000 $29.59M 0.84%
7 CALIFORNIA COMMUNITY VAR CCEDEV 28,565,000 $28.93M 0.82%
8 CHEVRON USA INC FRN 11-01-35 28,075,000 $28.08M 0.80%
9 California (State of) Housing Finance Agency, Series 2019 A-2, RB CASHSG 25,308,837 $26.01M 0.74%
10 BAY AREA TOLL AUTHORITY FRN 04-01-59 24,900,000 $24.90M 0.71%
11 California (State of) Housing Finance Agency, Series 2021-1A, Revenue Ctfs. CASHSG 23,744,634 $23.72M 0.68%
12 California Community Choice Financing Authority, Series F CCEDEV 21,785,000 $23.56M 0.67%
13 California Community Choice Financing Authority, Series 2026 A-1 21,570,000 $23.49M 0.67%
14 New Hampshire Business Finance Authority, Series 4, Class A NFADEV 22,256,192 $21.94M 0.62%
15 Los Angeles (City of), CA, Series 2025, RN 20,000,000 $20.23M 0.58%
16 California (State of) Housing Finance Agency (Social Certificates), Series 2021 A, RB 19,356,004 $18.92M 0.54%
17 California Community Choice Financing Authority, Series C CCEDEV 16,030,000 $17.00M 0.48%
18 California (State of) Housing Finance Agency (Social Certificates), Series 2023-1, RB 15,739,144 $16.49M 0.47%
19 CITY OF PASADENA CA FRN 02-01-35 16,280,000 $16.28M 0.46%
20 NRTHRN CA ENRGY NCEPWR 15,000,000 $16.13M 0.46%
21 California Community Choice Financing Authority, Series 2025G CCEDEV 14,245,000 $15.85M 0.45%
22 REPUBLIC SERVICES INC (MPT) 4.375% 09-01-53 15,020,000 $15.60M 0.44%
23 Puerto Rico, General Obligation Bonds, Clawback Highway Transportation Authority Claims Taxable Series 2022 PRC 22,699,871 $15.12M 0.43%
24 CALIFORNIA STATEWIDE COM 2.62% 06-04-26 15,000,000 $15.01M 0.43%
25 SACRAMENTO USD-C 14,000,000 $14.63M 0.42%
26 CA MUN FIN AUTH-A-1 CASMFH 15,303,488 $14.48M 0.41%
27 WASTE MANAGEMENT INC (MPT) 2.4% 10-01-44 14,430,000 $14.07M 0.40%
28 UNIV OF CALIFORNIA REVENUES UNVHGR 13,705,000 $13.70M 0.39%
29 UNITED AIRLINES INC 4.0% 07-15-29 CASFIN 13,525,000 $13.65M 0.39%
30 CENTRL VLY CA ENERGY AUTH COMM REGD V/R B/E 5.00000000 CTVPWR 12,540,000 $13.56M 0.39%
31 CA STWD 5% 11/1/2041 13,295,000 $13.34M 0.38%
32 SAN DIEGO COUNTY REGIONAL AIRP SDGAPT 07/56 FIXED 4 SDGAPT 14,830,000 $12.93M 0.37%
33 SAN FRANCISCO PUB-D 12,000,000 $12.76M 0.36%
34 California Community Choice Financing Authority, Series B CCEDEV 10,895,000 $11.91M 0.34%
35 REPUBLIC SERVICES INC (MPT) 3.875% 03-01-54 11,735,000 $11.73M 0.33%
36 CALIFORNIA INFRASTRUCTURE & ECONOMIC DEVELOPMENT BK INFRASTRUCTURE ST REVOLVING 4.0% 10-01-48 11,970,000 $11.68M 0.33%
37 San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025D 11,000,000 $11.67M 0.33%
38 SAN JOSE WATER CO 4.75% 11-01-46 11,475,000 $11.29M 0.32%
39 CHF-RIVERSIDE I LLC 5.0% 05-15-52 11,500,000 $11.21M 0.32%
40 UNIV OF CALIFORNIA CA RGTS MED CENTER POOLED REVENUE 11,010,000 $11.04M 0.31%
41 Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022 PRC 16,068,269 $10.54M 0.30%
42 SACRAMENTO USD-A SACSCD 10,000,000 $10.45M 0.30%
43 California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB CCEDEV 9,750,000 $10.28M 0.29%
44 O'CONNOR WOODS HOUSING CORP CA MTG INS 4.0% 01-01-43 10,155,000 $10.27M 0.29%
45 CSCDA COMMUNITY IMPROVEMENT AUTHORITY UNION SOUTH BAY 4.0% 07-01-56 12,135,000 $10.01M 0.29%
46 Santa Monica-Malibu Unified School District (Election of 2024), Series 2025, GO Bonds 9,305,000 $9.87M 0.28%
47 UNIV OF CALIFORNIA CA REVENUES 10,420,000 $9.83M 0.28%
48 CALIFORNIA COMMUNITY VAR CCEDEV 9,060,000 $9.72M 0.28%
49 California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2023, RB CCEDEV 8,965,000 $9.64M 0.27%
50 CLINICAS DEL CAMINO REAL INC 4.0% 03-01-50 CASFIN 11,635,000 $9.55M 0.27%
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