VMTIX
Viking Tax-Free Fund for Montana
Viking Mutual Funds

Portfolio concentration

As of January 30, 2026 · N-PORT
Holdings
79
Top-10 weight
29.01%
Effective holdings ?
56
Crowding ?
1.6

Holdings

As of January 30, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 Silver Bow County School District No 1 4.000% 07/01/2038 SIBSCD 1,960,000 $1.99M 3.80%
2 Montana State Board of Regents 5.000% 11/15/2042 MTSEDU 1,520,000 $1.68M 3.20%
3 Montana Board of Housing, Single Family Mortgage Bonds, Series 2024B MTSSFH 1,640,000 $1.61M 3.06%
4 MONTANA ST FAC FIN AU MTSFIN 1,500,000 $1.52M 2.90%
5 YELLOWSTONE CARBON CNTY MT SCH REGD B/E BAM 5.00000000 YELSCD 1,395,000 $1.52M 2.90%
6 Montana Board of Housing 4.450% 12/01/2038 MTSSFH 1,390,000 $1.44M 2.74%
7 MONTANA ST BRD OF HSG SF MTGE MTSSFH 1,325,000 $1.34M 2.55%
8 Lake Missoula & Sanders Counties Elementary School District No JT & 8 5.000% 07/01/2043 LKMSCD 1,215,000 $1.31M 2.49%
9 County of Gallatin MT Rural Improvement District No 396 4.800% 06/30/2041 GALGEN 1,160,000 $1.23M 2.34%
10 Flathead County School District No 44 Whitefish 5.250% 07/01/2045 FLASCD 1,045,000 $1.14M 2.17%
11 Montana Facility Finance Authority 5.000% 07/01/2033 MTSMED 1,000,000 $1.04M 1.98%
12 Montana Facility Finance Authority, Healthcare Facility Revenue Bonds, Kalispell Regional Medical Center, Series 2018B MTSMED 1,000,000 $1.04M 1.97%
13 County of Gallatin MT 5.000% 07/01/2039 GAL 915,000 $1.04M 1.97%
14 Montana Board of Housing, Single Family Mortgage Bonds, Series 2024A MTSSFH 1,000,000 $1.02M 1.94%
15 Montana Facility Finance Authority 5.000% 06/01/2028 61204MBG1 1,015,000 $1.02M 1.93%
16 Montana Board of Housing, Single Family Mortgage Bonds, Series 2023C MTSSFH 1,000,000 $1.01M 1.92%
17 Montana (State of) Facility Finance Authority (Billings Clinic Obligated Group), Series 2018, RB MTSFIN 1,000,000 $1.00M 1.91%
18 Gallatin County Rural Improvement District 6.000% 07/01/2030 363684EJ6 1,000,000 $1.00M 1.91%
19 Montana Board of Housing, Single Family Mortgage Bonds, Series 2024A MTSSFH 995,000 $1.00M 1.91%
20 Montana Facility Finance Authority 5.000% 06/01/2029 61204MCB1 915,000 $915.74K 1.74%
21 Gallatin County School District No 72 Ophir 4.000% 07/01/2037 GALSCD 800,000 $831.90K 1.58%
22 Montana Board of Housing, Single Family Mortgage Bonds, Series 2024B MTSSFH 795,000 $793.58K 1.51%
23 Montana Board of Housing 5.100% 12/01/2045 MTSSFH 750,000 $780.38K 1.49%
24 City of Billings MT 5.000% 07/01/2038 BILGEN 700,000 $756.92K 1.44%
25 County of Gallatin MT 5.000% 07/01/2040 GAL 640,000 $720.88K 1.37%
26 Lake County School District No 23 Polson 5.000% 07/01/2043 LAKSCD 635,000 $679.24K 1.29%
27 Yellowstone and Carbon Counties School District No 7-70 Laurel 5.000% 07/01/2043 YELSCD 600,000 $645.80K 1.23%
28 County of Ravalli MT 4.250% 07/01/2030 75418JCD6 640,000 $640.69K 1.22%
29 Madison County Rural Improvement District 6.000% 07/01/2030 55734QAV1 640,000 $640.65K 1.22%
30 County of Gallatin MT Rural Improvement District No 396 4.850% 06/30/2042 GALGEN 580,000 $613.37K 1.17%
31 Flathead County School District No 44 Whitefish 5.250% 07/01/2043 FLASCD 540,000 $604.28K 1.15%
32 Fergus County High School District No 44 Moore 5.000% 07/01/2040 FERSCD 560,000 $602.40K 1.15%
33 Fergus County High School District No 44 Moore 5.000% 07/01/2039 FERSCD 540,000 $583.85K 1.11%
34 Lake County School District No 23 Polson 5.000% 07/01/2043 LAKSCD 510,000 $543.84K 1.04%
35 City of Bozeman MT 4.000% 07/01/2028 103637GG3 540,000 $540.65K 1.03%
36 Montana State Board of Regents 5.000% 11/15/2045 MTSEDU 500,000 $534.65K 1.02%
37 City of Livingston MT 4.000% 07/01/2034 LVNGEN 525,000 $534.34K 1.02%
38 County of Gallatin MT Rural Improvement District No 396 4.950% 06/30/2043 GALGEN 505,000 $531.85K 1.01%
39 City of Kalispell MT 5.000% 07/01/2033 KALGEN 500,000 $525.86K 1.00%
40 County of Gallatin MT Rural Improvement District No 396 5.100% 06/30/2047 GALGEN 510,000 $523.21K 1.00%
41 Hellgate School District No 4 5.000% 06/15/2029 605815EE5 500,000 $519.76K 0.99%
42 MONTANA ST BRD REGENT MTSEDU 500,000 $519.48K 0.99%
43 Hellgate School District No 4 5.000% 06/15/2030 605815EF2 500,000 $518.83K 0.99%
44 Judith Basin County K-12 School District No 12 Stanford 5.000% 07/01/2041 JUDSCD 465,000 $506.90K 0.97%
45 Montana Board of Housing, Single Family Mortgage Bonds, Series 2023C MTSSFH 500,000 $503.10K 0.96%
46 Montana Board of Housing, Single Family Mortgage Bonds, Series 2024B MTSSFH 495,000 $496.17K 0.94%
47 City of Helena MT 4.000% 07/01/2042 HEL 450,000 $477.30K 0.91%
48 Judith Basin County K-12 School District No 12 Stanford 5.250% 07/01/2048 JUDSCD 450,000 $474.36K 0.90%
49 Montana Board of Housing 3.800% 12/01/2038 MTSHSG 455,000 $455.68K 0.87%
50 Lake County School District No 23 Polson 5.250% 07/01/2044 LAKSCD 420,000 $452.76K 0.86%
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