TOWFX
Towpath Focus Fund
MSS Series 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.

Nov 30, 2025 → Feb 28, 2026

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

No positions in this category.

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
FMR-TREASURY-III 7,628,414 9,018,670 1,390,256 13.00% $1.39M
MCKESSON CORP 4,300 4,400 100 6.26% $555.61K
BANK OF NEW YORK MELLON CORP 34,530 35,930 1,400 6.17% $408.45K
SHELL PLC SPONS ADR 35,700 37,400 1,700 4.50% $489.68K
BANK OF AMERICA CORPORATION 41,870 42,770 900 3.07% -$115.10K
GILEAD SCIENCES INC 12,900 13,500 600 2.90% $387.49K
THE BOOKING HOLDINGS INC 294 344 50 2.10% $13.42K
Common Stock 6,300 8,400 2,100 1.84% $100.74K
COCA-COLA CO/THE 10,700 14,300 3,600 1.68% $383.92K
GENTEX CORP 33,120 42,820 9,700 1.44% $245.86K
ADOBE INC 2,200 2,350 150 0.89% -$87.62K
TORRID HOLDINGS INC 285,082 293,082 8,000 0.43% -$71.66K

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ALPHABET INC CL A 21,100 21,100 0 9.48% -$177.66K
Novartis AG 18,100 18,100 0 4.40% $691.78K
TAPESTRY INC 19,200 19,200 0 4.30% $886.85K
CENCORA INC 7,490 7,490 0 4.02% $24.04K
GSK plc SPONSORED ADR 34,164 34,164 0 2.91% $385.03K
VALERO ENERGY CORP 9,830 9,830 0 2.90% $274.06K
AMGEN INC 5,120 5,120 0 2.86% $218.62K
BRISTOL-MYERS SQUIBB CO 26,340 26,340 0 2.37% $346.90K
JOHNSON&JOHNSON 6,200 6,200 0 2.22% $257.36K
PRESTIGE CONSUMER HEALTHCARE INC 21,966 21,966 0 2.19% $214.17K
CHUBB LTD 4,400 4,400 0 2.16% $196.59K
SCHWAB CHARLES CORP 14,940 14,940 0 2.05% $36.90K
EBAY INC 15,140 15,140 0 1.98% $122.18K
BHP Group Ltd. SPONSORED ADS 16,500 16,500 0 1.94% $442.86K
KROGER CO 19,700 19,700 0 1.94% $18.91K
Ituran Location & Control Ltd. 23,414 23,414 0 1.62% $186.38K
ROSS STORES INC 4,700 4,700 0 1.39% $137.62K
AMAZON.COM INC 4,340 4,340 0 1.31% -$100.77K
UNITED NATURAL FOODS INC 17,300 17,300 0 0.95% $15.57K
MAPLEBEAR INC 14,000 14,000 0 0.76% -$63.00K
SOUTHERN MISSOURI BANCORP INC 8,440 8,440 0 0.75% $47.43K
STEVEN MADDEN LTD 12,000 12,000 0 0.62% -$68.16K
OLD SECOND BNCRP 16,189 16,189 0 0.46% $12.63K
PAYSAFE LTD COMMON STOCK USD.0001 12,500 12,500 0 0.11% -$17.88K

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