ZTRE
F/m 3-Year Investment Grade Corporate Bond ETF
RBB Fund, Inc.
ETFIndex fund

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
FLORIDA POWER & 0 90,000 90,000 0.23% $93.65K
CVS HEALTH CORP 0 90,000 90,000 0.23% $93.54K
FIFTH THIRD BANC 0 92,000 92,000 0.23% $93.50K
SYNCHRONY FINANC 0 90,000 90,000 0.23% $93.40K
COCA-COLA CONSOL 0 90,000 90,000 0.23% $93.36K
COF V5.463 07/26/30 0 90,000 90,000 0.23% $93.36K
ENERGY TRANS 0 90,000 90,000 0.23% $93.34K
STARBUCKS CORP 0 93,000 93,000 0.23% $93.24K
KINDER MORGAN 0 90,000 90,000 0.23% $93.18K
JOHNSON&JOHNSON 0 90,000 90,000 0.23% $93.18K
NISOURCE INC 0 90,000 90,000 0.23% $93.14K
APD 4.6 02/08/29 0 91,000 91,000 0.23% $93.10K
MONDELEZ INT INC 0 91,000 91,000 0.23% $93.09K
BROADCOM INC 0 90,000 90,000 0.23% $93.06K
US BANCORP 0 90,000 90,000 0.23% $93.04K
HYATT HOTELS 0 90,000 90,000 0.23% $92.97K
ALLSTATE CORP 0 90,000 90,000 0.23% $92.97K
PNC FINANCIAL 0 89,000 89,000 0.23% $92.93K
PENSKE TRUCK LE 0 90,000 90,000 0.23% $92.91K
JOHN DEERE CAP 0 90,000 90,000 0.23% $92.90K
PENTAIR FINANCE 0 92,000 92,000 0.23% $92.87K
CUMMINS INC 0 90,000 90,000 0.23% $92.85K
BECTON DICKINSON 0 90,000 90,000 0.23% $92.81K
AUTOZONE INC 0 90,000 90,000 0.23% $92.80K
DIGITAL REALTY 0 94,000 94,000 0.23% $92.78K
AMERICAN WATER 0 94,000 94,000 0.23% $92.77K
L3HARRIS TECH IN 0 90,000 90,000 0.23% $92.76K
BLACKSTONE PRIVA 0 92,000 92,000 0.23% $92.76K
O'REILLY AUTOMOT 0 93,000 93,000 0.23% $92.73K
MOSAIC CO 0 92,000 92,000 0.23% $92.73K
EXTRA SPACE STORAGE LP REGD 4.00000000 0 93,000 93,000 0.23% $92.72K
ENTERPRISE PRODU 0 95,000 95,000 0.23% $92.72K
OGE ENERGY CORP 0 89,000 89,000 0.23% $92.72K
JPMORGAN CHASE 0 90,000 90,000 0.23% $92.72K
BOSTON GAS CO 0 96,000 96,000 0.23% $92.70K
APPLIED MATERIALS INC 4.8% 06/15/2029 0 90,000 90,000 0.23% $92.70K
GLAXOSMITHKLINE 0 94,000 94,000 0.23% $92.69K
FLEX LTD 0 91,000 91,000 0.23% $92.67K
FIDELITY NATL IN 0 94,000 94,000 0.23% $92.66K
WEA FINANCE LLC REGD 144A P/P 3.50000000 0 95,000 95,000 0.23% $92.62K
AMCOR GROUP 0 89,000 89,000 0.23% $92.61K
HEALTH CARE SVCS CORP 5.2% 06/15/2029 144A 0 90,000 90,000 0.23% $92.60K
ATLASSIAN CORP 0 91,000 91,000 0.23% $92.58K
PARTNERRE FIN B 0 94,000 94,000 0.23% $92.57K
DCP MIDSTREAM OP 0 90,000 90,000 0.23% $92.55K
BOSTON PROP LP 0 95,000 95,000 0.23% $92.54K
MASTERCARD INC 0 95,000 95,000 0.23% $92.53K
ENBRIDGE INC 0 92,000 92,000 0.23% $92.52K
AMAZON.COM INC 0 92,000 92,000 0.23% $92.51K
KKR GRP FIN CO VI LLC COMPANY GUAR 144A 07/29 3.75 0 94,000 94,000 0.23% $92.50K
AXIS SPECLTY FIN 0 93,000 93,000 0.23% $92.48K
CATERPILLAR FINL 0 92,000 92,000 0.23% $92.47K
BLUE OWL CREDIT OCINCC 7 3/4 01/15/29 0 89,000 89,000 0.23% $92.46K
CAMDEN PROP TRST 0 95,000 95,000 0.23% $92.46K
FEDERAL RLTY OP 0 95,000 95,000 0.23% $92.45K
SHELL FINANCE US 0 92,000 92,000 0.23% $92.44K
HOST HOTELS 0 92,000 92,000 0.23% $92.41K
BAXTER INTL 0 92,000 92,000 0.23% $92.41K
GEN LUX/GEN USA 0 89,000 89,000 0.23% $92.41K
BGC GRP. INC 6.60% 0 88,000 88,000 0.23% $92.41K
EDISON INTL 0 90,000 90,000 0.23% $92.41K
NETFLIX INC 0 86,000 86,000 0.23% $92.38K
EASTMAN CHEMICAL 0 90,000 90,000 0.23% $92.38K
MASTEC INC 0 88,000 88,000 0.23% $92.37K
UNUM GROUP 0 93,000 93,000 0.23% $92.35K
ENACT HOLDINGS 0 88,000 88,000 0.23% $92.34K
DT Midstream Inc 0 93,000 93,000 0.23% $92.32K
MARRIOTT INTL 0 90,000 90,000 0.23% $92.30K
ESSENT GROUP LTD 0 88,000 88,000 0.23% $92.30K
WP CAREY INC 0 93,000 93,000 0.23% $92.30K
ENSTAR GROUP LTD 0 91,000 91,000 0.23% $92.30K
GOLUB CAPITAL 0 92,000 92,000 0.23% $92.28K
Cargill, Inc. 0 94,000 94,000 0.23% $92.27K
Ladder Capital Finance Holdings LLLP / Ladder Capital Finance Corp 0 93,000 93,000 0.23% $92.27K
NORTHERN TRST CO 0 94,000 94,000 0.23% $92.25K
INTERCONTINENT 0 92,000 92,000 0.23% $92.21K
CHARTER COMM OPT 0 88,000 88,000 0.23% $92.21K
MACQUARIE GROUP LTD SR UNSECURED 144A 01/30 VAR 0 90,000 90,000 0.23% $92.21K
REGIONS FINL 0 88,000 88,000 0.23% $92.17K
OAKTREE STRATEG 0 90,000 90,000 0.23% $92.14K
ATHENE GLOBAL FU 0 90,000 90,000 0.23% $92.13K
BRIXMOR OPERATIN 0 92,000 92,000 0.23% $92.13K
AP Moller - Maersk A/S 0 91,000 91,000 0.23% $92.10K
ANALOG DEVICES 0 97,000 97,000 0.23% $92.09K
SLB 4.3 05/01/29 0 91,000 91,000 0.23% $92.08K
IT 3.625 06/15/29 144A 0 97,000 97,000 0.23% $92.06K
UNITEDHEALTH GRP 0 90,000 90,000 0.23% $92.06K
STEEL DYNAMICS 0 92,000 92,000 0.23% $92.06K
CONSUMERS ENERGY 0 90,000 90,000 0.23% $92.03K
LEAR CORP 0 92,000 92,000 0.23% $91.99K
OMNICOM GROUP 0 91,000 91,000 0.23% $91.99K
CONSTELLATION EN GEN LLC REGD P/P 4.62500000 0 92,000 92,000 0.23% $91.98K
TARGET CORP 0 93,000 93,000 0.23% $91.98K
ARES CAPITAL COR 0 90,000 90,000 0.23% $91.96K
JACKSON NAT LIFE 0 96,000 96,000 0.22% $91.96K
CIXCN 7 1/2 05/30/29 0 86,000 86,000 0.22% $91.94K
AMERICAN EXPRESS 0 88,000 88,000 0.22% $91.92K
Connecticut Light & Power Co. (The) 0 90,000 90,000 0.22% $91.92K
MORGAN STANLEY D 0 90,000 90,000 0.22% $91.88K
VIRGINIA EL&PWR 0 95,000 95,000 0.22% $91.87K
ALEXANDRIA REAL 0 91,000 91,000 0.22% $91.74K
RYDER SYSTEM INC 0 88,000 88,000 0.22% $91.71K
BOARDWALK PIPELINES LP REGD 4.80000000 0 90,000 90,000 0.22% $91.69K
TARGA RESOURCES 0 91,000 91,000 0.22% $91.69K
GOLDMAN SACHS BD GSBD 5.1 01/28/29 0 93,000 93,000 0.22% $91.68K
CROWN CASTLE INC 0 88,000 88,000 0.22% $91.67K
WOODSIDE FINANCE LTD COMPANY GUAR 144A 03/29 4.5 0 91,000 91,000 0.22% $91.67K
NWSA 3.875 05/15/29 144A 0 94,000 94,000 0.22% $91.66K
QUEST DIAGNOSTIC 0 91,000 91,000 0.22% $91.65K
AUTONATION INC 0 91,000 91,000 0.22% $91.65K
ALPHABET INC 0 91,000 91,000 0.22% $91.65K
PACCAR FINL CORP 0 91,000 91,000 0.22% $91.64K
AEP TEXAS 0 88,000 88,000 0.22% $91.64K
EBAY INC 0 91,000 91,000 0.22% $91.63K
TOLHOS 5.325 11/15/28 B 0 90,000 90,000 0.22% $91.58K
ASCENSION HEALTH 0 91,000 91,000 0.22% $91.56K
CAN IMPERIAL BK 0 91,000 91,000 0.22% $91.55K
CENTERPOINT ENER 0 88,000 88,000 0.22% $91.53K
PACIFIC GAS&ELEC 0 88,000 88,000 0.22% $91.50K
BROWN & BROWN 0 91,000 91,000 0.22% $91.50K
BANK NOVA SCOTIA 0 91,000 91,000 0.22% $91.49K
HYUNDAI CAPITAL AMERICA 144A LIFE SR UNSEC 4.25% 01-08-29 0 91,000 91,000 0.22% $91.49K
NEW YORK LIFE GLOBAL FUNDING 0 91,000 91,000 0.22% $91.48K
AMERICAN HONDA F 0 91,000 91,000 0.22% $91.47K
ARCELORMITTAL 0 91,000 91,000 0.22% $91.46K
WESTERN-SOUTHERN GLOBAL REGD 144A P/P 4.25000000 0 91,000 91,000 0.22% $91.44K
Equitable Financial Life Global Funding 0 91,000 91,000 0.22% $91.43K
NOVARTIS CAPITAL 0 91,000 91,000 0.22% $91.40K
GE HEALTHCARE 0 91,000 91,000 0.22% $91.40K
PIEDMONT OPERAT 0 86,000 86,000 0.22% $91.39K
ERP OPERATING LP 0 94,000 94,000 0.22% $91.35K
AMERICAN NATL GF 0 91,000 91,000 0.22% $91.35K
PFIZER INC 0 92,000 92,000 0.22% $91.34K
HCA INC 0 93,000 93,000 0.22% $91.33K
WELLS FARGO CO 0 91,000 91,000 0.22% $91.32K
GLOBAL PAY INC 0 91,000 91,000 0.22% $91.31K
MERCK & CO INC 0 91,000 91,000 0.22% $91.31K
PROLOGIS LP 0 91,000 91,000 0.22% $91.31K
MORGAN STANLEY 0 91,000 91,000 0.22% $91.29K
COMCAST CORP 0 88,000 88,000 0.22% $91.28K
APPLE INC 0 96,000 96,000 0.22% $91.25K
ENTERGY TEXAS 0 91,000 91,000 0.22% $91.23K
FEDEX FREIGHT HO 0 91,000 91,000 0.22% $91.21K
WISCONSIN ELECTR 0 91,000 91,000 0.22% $91.21K
INGERSOLL RAND 0 88,000 88,000 0.22% $91.20K
TAKE-TWO INTERACTV SOFTWR INC 5.4% 06/12/2029 0 88,000 88,000 0.22% $91.19K
PARKER-HANNIFIN 0 93,000 93,000 0.22% $91.15K
BANK OF NY MELLO 0 91,000 91,000 0.22% $91.13K
JABIL INC 0 91,000 91,000 0.22% $91.13K
DELTA/SKYMILES 0 90,333 90,333 0.22% $91.11K
NRG ENERGY INC SR SECURED 144A 06/29 4.45 0 91,000 91,000 0.22% $91.04K
AVIATION CAPITAL GROUP LLC 144A 4.250000% 04/30/2029 0 91,000 91,000 0.22% $91.01K
MCDONALD'S CORP 0 88,000 88,000 0.22% $90.99K
EQUINOR ASA 0 91,000 91,000 0.22% $90.98K
BOOZ ALLEN HAMILTON INC COMPANY GUAR 144A 07/29 4 0 93,000 93,000 0.22% $90.98K
WINTRUST FINL 0 91,000 91,000 0.22% $90.97K
CABOT CORP 0 91,000 91,000 0.22% $90.97K
ALLY V6.848 01/03/30 0 86,000 86,000 0.22% $90.95K
MUTUAL OF OMAHA GLOBAL SECURED 144A 12/28 5.45 0 88,000 88,000 0.22% $90.92K
BRIGHTHS FIN GLB 0 89,000 89,000 0.22% $90.91K
GXO LOGISTICS 0 86,000 86,000 0.22% $90.88K
Videotron, Ltd. 0 93,000 93,000 0.22% $90.83K
MEDLINE BORROWER/MEDL CO SR SECURED 144A 04/29 6.25 0 88,000 88,000 0.22% $90.82K
LINCOLN GLOBAL 0 91,000 91,000 0.22% $90.79K
CIGNA GROUP/THE 0 88,000 88,000 0.22% $90.66K
APOLLO DEBT SOLU 0 91,000 91,000 0.22% $90.64K
CBS CORP 0 94,000 94,000 0.22% $90.44K
FTR 6 3/4 05/01/29 0 90,000 90,000 0.22% $90.38K
F&G GLOBAL FUNDING REGD 144A P/P 4.50000000 0 91,000 91,000 0.22% $90.33K
HPS CORPORATE LE 0 91,000 91,000 0.22% $90.29K
ONCOR ELECTRIC D 0 86,000 86,000 0.22% $90.24K
KEURIG DR PEPPER 0 88,000 88,000 0.22% $90.20K
RADIAN GROUP INC 0 86,000 86,000 0.22% $90.16K
WRKCO INC 0 88,000 88,000 0.22% $90.04K
FRANKLIN BSP CAPITAL CORP 7.200000% 06/15/2029 0 88,000 88,000 0.22% $90.00K
BANK OF AMER CRP 0 86,000 86,000 0.22% $89.68K
PRUDENTIAL FIN 0 88,000 88,000 0.22% $88.89K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
EQUINIX INC 93,000 0 -93,000 0.00% -$88.63K
QUALCOMM INC 94,000 0 -94,000 0.00% -$88.48K
PFIZER INVSTMNT 87,000 0 -87,000 0.00% -$88.05K
CVS HEALTH CORP 86,000 0 -86,000 0.00% -$87.99K
INGERSOLL RAND 85,000 0 -85,000 0.00% -$87.97K
STARBUCKS CORP 87,000 0 -87,000 0.00% -$87.88K
O'REILLY AUTOMOT 87,000 0 -87,000 0.00% -$87.72K
AMERICAN EXPRESS 87,000 0 -87,000 0.00% -$87.71K
IT 4.5 07/01/28 144A 88,000 0 -88,000 0.00% -$87.69K
L3HARRIS TECH IN 87,000 0 -87,000 0.00% -$87.68K
META PLATFORMS 86,000 0 -86,000 0.00% -$87.68K
BANK NOVA SCOTIA 85,000 0 -85,000 0.00% -$87.65K
MERCK & CO INC 87,000 0 -87,000 0.00% -$87.62K
NETFLIX INC 83,000 0 -83,000 0.00% -$87.55K
CCL 4 08/01/28 144A 89,000 0 -89,000 0.00% -$87.47K
WRKCO INC 88,000 0 -88,000 0.00% -$87.46K
FIFTH THIRD BANC 83,000 0 -83,000 0.00% -$87.45K
ERP OPERATING LP 87,000 0 -87,000 0.00% -$87.45K
BOSTON PROP LP 87,000 0 -87,000 0.00% -$87.42K
PACIFIC GAS&ELEC 86,000 0 -86,000 0.00% -$87.40K
JBL 5.45 02/01/29 85,000 0 -85,000 0.00% -$87.38K
CHRISTUS HEALTH 87,000 0 -87,000 0.00% -$87.37K
NEW YORK LIFE GLOBAL FUNDING MTN 4.150000% 07/25/2028 87,000 0 -87,000 0.00% -$87.34K
TRIMBLE INC 86,000 0 -86,000 0.00% -$87.33K
WESTERN DIGITAL 92,000 0 -92,000 0.00% -$87.32K
DELTA AIR LINES 86,000 0 -86,000 0.00% -$87.32K
CONSUMERS ENERGY 85,000 0 -85,000 0.00% -$87.32K
EDWARDS LIFE 87,000 0 -87,000 0.00% -$87.31K
COMCAST CORP 86,000 0 -86,000 0.00% -$87.21K
HORMEL FOODS CRP 92,000 0 -92,000 0.00% -$87.18K
TOTAL SYSTEM SVC 87,000 0 -87,000 0.00% -$87.18K
HCA INC 85,000 0 -85,000 0.00% -$87.16K
GENERAL DYNAMICS 87,000 0 -87,000 0.00% -$87.16K
KINDER MORGAN 85,000 0 -85,000 0.00% -$87.12K
SHELL INTL FIN 87,000 0 -87,000 0.00% -$87.12K
JEFFERIES GROUP 84,000 0 -84,000 0.00% -$87.10K
OCCIDENTAL PETE 83,000 0 -83,000 0.00% -$87.08K
Chevron Phillips Chemical Co LLC / Chevron Phillips Chemical Co LP 88,000 0 -88,000 0.00% -$87.06K
UNITEDHEALTH GRP 86,000 0 -86,000 0.00% -$87.03K
MUTUAL OF OMAHA GLOBAL REGD 144A P/P 4.51400000 86,000 0 -86,000 0.00% -$87.03K
PROLOGIS LP 85,000 0 -85,000 0.00% -$87.02K
EOG RESOURCES IN 86,000 0 -86,000 0.00% -$87.00K
AMAZON.COM INC 88,000 0 -88,000 0.00% -$86.99K
EXTRA SPACE STOR 88,000 0 -88,000 0.00% -$86.99K
Macquarie Bank Ltd. 86,000 0 -86,000 0.00% -$86.98K
GLAXOSMITHKLINE 87,000 0 -87,000 0.00% -$86.98K
TARGET CORP 86,000 0 -86,000 0.00% -$86.97K
ENBRIDGE INC 86,000 0 -86,000 0.00% -$86.95K
Georgia-Pacific LLC 86,000 0 -86,000 0.00% -$86.94K
Equitable Financial Life Global Funding 86,000 0 -86,000 0.00% -$86.94K
JOHN DEERE CAP 86,000 0 -86,000 0.00% -$86.92K
PUB SVC NEW HAMP 86,000 0 -86,000 0.00% -$86.91K
Great-West Lifeco Finance 2018 LP 87,000 0 -87,000 0.00% -$86.89K
Air Products & Chemicals, Inc. 86,000 0 -86,000 0.00% -$86.89K
EQUINOR ASA 86,000 0 -86,000 0.00% -$86.87K
ECOLAB INC 86,000 0 -86,000 0.00% -$86.86K
FREEPORT-MCMORAN 87,000 0 -87,000 0.00% -$86.86K
SYNCHRONY FINANC 86,000 0 -86,000 0.00% -$86.85K
BROWN & BROWN 86,000 0 -86,000 0.00% -$86.83K
MTZ 4 1/2 08/15/28 87,000 0 -87,000 0.00% -$86.82K
NATL GRID PLC 84,000 0 -84,000 0.00% -$86.81K
OSHKOSH CORP 86,000 0 -86,000 0.00% -$86.77K
MCDONALD'S CORP 85,000 0 -85,000 0.00% -$86.76K
BECTON DICKINSON + CO SR UNSECURED 02/29 4.874 85,000 0 -85,000 0.00% -$86.73K
NORTHERN TRST CO 87,000 0 -87,000 0.00% -$86.72K
PENSKE TRUCK LE 84,000 0 -84,000 0.00% -$86.71K
APPLE INC 86,000 0 -86,000 0.00% -$86.69K
NORFOLK SOUTHERN 87,000 0 -87,000 0.00% -$86.69K
ANALOG DEVICES 86,000 0 -86,000 0.00% -$86.69K
Capital Power (US Holdings) Inc. 85,000 0 -85,000 0.00% -$86.67K
AMERICAN WATER 87,000 0 -87,000 0.00% -$86.67K
BANK OF NY MELLO 84,000 0 -84,000 0.00% -$86.61K
CATERPILLAR FINL 86,000 0 -86,000 0.00% -$86.60K
APTIV SWISS HOLD 86,000 0 -86,000 0.00% -$86.59K
CTR PARTNERSHIP LP CARETRUST CAPITAL CORP 89,000 0 -89,000 0.00% -$86.56K
HEICO CORP 84,000 0 -84,000 0.00% -$86.54K
CHARTER COMM OPT 93,000 0 -93,000 0.00% -$86.49K
PACCAR FINL CORP 86,000 0 -86,000 0.00% -$86.49K
CBS CORP 88,000 0 -88,000 0.00% -$86.48K
AMERICAN HONDA F 86,000 0 -86,000 0.00% -$86.46K
PINNACLE WST CAP 85,000 0 -85,000 0.00% -$86.46K
KENNAMETAL INC 86,000 0 -86,000 0.00% -$86.42K
CAMDEN PROP TRST 86,000 0 -86,000 0.00% -$86.40K
WEA FINANCE LLC 87,000 0 -87,000 0.00% -$86.36K
AR 7.625 02/01/29 144A 85,000 0 -85,000 0.00% -$86.36K
GOLUB CAPITAL 82,000 0 -82,000 0.00% -$86.33K
BON SECOURS HLTH 86,000 0 -86,000 0.00% -$86.30K
HYATT HOTELS 86,000 0 -86,000 0.00% -$86.27K
F+G GLOBAL FUNDING SECURED 144A 09/28 4.65 86,000 0 -86,000 0.00% -$86.27K
MAREX GROUP 85,000 0 -85,000 0.00% -$86.26K
TRANSCANADA PL 86,000 0 -86,000 0.00% -$86.23K
INTERCONTINENT 87,000 0 -87,000 0.00% -$86.18K
WEC ENERGY GROUP 91,000 0 -91,000 0.00% -$86.15K
BRIGHTHS FIN GLB 92,000 0 -92,000 0.00% -$86.13K
DOLLAR GENERAL 84,000 0 -84,000 0.00% -$86.13K
NextEra Energy, Inc. 4.90 03/15/2029 84,000 0 -84,000 0.00% -$86.13K
CROWN CASTLE INC 85,000 0 -85,000 0.00% -$86.12K
PNC FINANCIAL 83,000 0 -83,000 0.00% -$86.05K
Aviation Capital Group LLC 81,000 0 -81,000 0.00% -$86.04K
CME GROUP INC 86,000 0 -86,000 0.00% -$86.04K
CANADIAN PACIFIC 86,000 0 -86,000 0.00% -$86.03K
APOLLO DEBT SOLU 82,000 0 -82,000 0.00% -$86.03K
DEVON ENERGY 86,000 0 -86,000 0.00% -$86.03K
MORGAN STANLEY 86,000 0 -86,000 0.00% -$85.99K
EATON CORP 85,000 0 -85,000 0.00% -$85.98K
WELLS FARGO CO 86,000 0 -86,000 0.00% -$85.97K
HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 09/28 4.25 86,000 0 -86,000 0.00% -$85.95K
HERSHEY COMPANY 85,000 0 -85,000 0.00% -$85.94K
XCEL ENERGY INC 86,000 0 -86,000 0.00% -$85.93K
DOLLAR TREE 86,000 0 -86,000 0.00% -$85.91K
ALLY FINANCIAL 84,000 0 -84,000 0.00% -$85.90K
ESTEE LAUDER CO 85,000 0 -85,000 0.00% -$85.88K
BROADCOM INC 86,000 0 -86,000 0.00% -$85.88K
CIGNA GROUP/THE 85,000 0 -85,000 0.00% -$85.85K
JPMORGAN CHASE 82,000 0 -82,000 0.00% -$85.82K
LKQ CORP 83,000 0 -83,000 0.00% -$85.81K
SCHLUMBERGER HLD 85,000 0 -85,000 0.00% -$85.79K
YARA INTL SA 85,000 0 -85,000 0.00% -$85.78K
ATHENE GLOBAL FUNDING REGD 144A P/P 4.83000000 85,000 0 -85,000 0.00% -$85.77K
REGIONS FINL 91,000 0 -91,000 0.00% -$85.77K
AMER ELEC PWR 83,000 0 -83,000 0.00% -$85.74K
CUMMINS INC 85,000 0 -85,000 0.00% -$85.72K
Narragansett Electric Co/The 86,000 0 -86,000 0.00% -$85.71K
MOSAIC CO 83,000 0 -83,000 0.00% -$85.71K
BAXTER INTL 91,000 0 -91,000 0.00% -$85.71K
ENTERPRISE PRODU 85,000 0 -85,000 0.00% -$85.70K
AGREE LP 90,000 0 -90,000 0.00% -$85.70K
WSFIN 4.5 07/16/28 144A 85,000 0 -85,000 0.00% -$85.69K
EQUIFAX INC 84,000 0 -84,000 0.00% -$85.67K
AUTONATION INC 91,000 0 -91,000 0.00% -$85.67K
OKLAHOMA GAS & E 86,000 0 -86,000 0.00% -$85.64K
ONCOR ELECTRIC D 85,000 0 -85,000 0.00% -$85.64K
NASDAQ INC 83,000 0 -83,000 0.00% -$85.61K
BOOZ ALLEN HAMILTON INC REGD 144A P/P 3.87500000 87,000 0 -87,000 0.00% -$85.60K
EASTMAN CHEMICAL 85,000 0 -85,000 0.00% -$85.59K
KELLOGG CO 85,000 0 -85,000 0.00% -$85.58K
MONDELEZ INT INC 85,000 0 -85,000 0.00% -$85.47K
OVINTIV INC 83,000 0 -83,000 0.00% -$85.46K
SSM HEALTH CARE 84,000 0 -84,000 0.00% -$85.43K
REXFORD INDUS RE 84,000 0 -84,000 0.00% -$85.43K
CAPITAL ONE FINL 82,000 0 -82,000 0.00% -$85.39K
HPS CORPORATE LE 86,000 0 -86,000 0.00% -$85.38K
VODAFONE GROUP 84,000 0 -84,000 0.00% -$85.36K
ENTERGY CORP 90,000 0 -90,000 0.00% -$85.34K
AUSGRID FINANCE PTY LTD REGD P/P 4.35000000 85,000 0 -85,000 0.00% -$85.32K
MARRIOTT INTL 82,000 0 -82,000 0.00% -$85.32K
TJX COS INC 91,000 0 -91,000 0.00% -$85.30K
ARES CAPITAL COR 83,000 0 -83,000 0.00% -$85.28K
KEURIG DR PEPPER 85,000 0 -85,000 0.00% -$85.22K
ET 6.1 12/01/28 81,000 0 -81,000 0.00% -$85.13K
DOMINION ENERGY 84,000 0 -84,000 0.00% -$85.09K
SALESFORCE.COM 90,000 0 -90,000 0.00% -$85.07K
CAN IMPERIAL BK 82,000 0 -82,000 0.00% -$85.05K
RYDER SYSTEM INC 82,000 0 -82,000 0.00% -$84.97K
CANADIAN NATL RR 79,000 0 -79,000 0.00% -$84.91K
LAS VEGAS SAN 83,000 0 -83,000 0.00% -$84.90K
CENTENE CORP 91,000 0 -91,000 0.00% -$84.83K
SOUTHERN CAL ED 82,000 0 -82,000 0.00% -$84.83K
LINCOLN GLOBAL 84,000 0 -84,000 0.00% -$84.82K
AUTOZONE INC 80,000 0 -80,000 0.00% -$84.79K
BLOCK FINANCIAL 89,000 0 -89,000 0.00% -$84.78K
AUTOMATIC DATA 89,000 0 -89,000 0.00% -$84.76K
CENTERPOINT HOUS 82,000 0 -82,000 0.00% -$84.68K
MICRON TECH 82,000 0 -82,000 0.00% -$84.59K
NVIDIA CORP 89,000 0 -89,000 0.00% -$84.49K
AMCR 4 1/2 05/15/28 84,000 0 -84,000 0.00% -$84.44K
BGC GROUP INC 79,000 0 -79,000 0.00% -$84.38K
TARGA RESOURCES 80,000 0 -80,000 0.00% -$84.36K
CINCINNATI FINL 79,000 0 -79,000 0.00% -$84.34K
RIO TINTO FINANC 78,000 0 -78,000 0.00% -$84.16K
PUGET ENERGY INC SR SECURED 06/28 2.379 88,000 0 -88,000 0.00% -$84.07K
OAKTREE STRATEG 78,000 0 -78,000 0.00% -$84.04K
US BANCORP 81,000 0 -81,000 0.00% -$84.03K
BLACKSTONE PRIVA 79,000 0 -79,000 0.00% -$83.99K
DIGITAL REALTY 83,000 0 -83,000 0.00% -$83.66K
WOODSIDE FINANCE 82,000 0 -82,000 0.00% -$83.22K
BANK OF AMER CRP 82,000 0 -82,000 0.00% -$83.12K
ENEL CHILE SA 82,000 0 -82,000 0.00% -$83.11K
XPO INC REGD 144A P/P 6.25000000 81,000 0 -81,000 0.00% -$82.66K
INTERPUBLIC GRP 82,000 0 -82,000 0.00% -$81.98K
MCKESSON CORP 80,000 0 -80,000 0.00% -$81.90K
BLUE OWL CREDIT 77,000 0 -77,000 0.00% -$81.53K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
U.S. Bank Money Market Deposit Account 158,117 193,319 35,202 0.47% $35.20K
Aircastle Ltd 82,000 90,000 8,000 0.23% $8.57K
ROGERS COMMUNIC 85,000 92,000 7,000 0.23% $7.38K
BRISTOL-MYERS 85,000 91,000 6,000 0.23% $6.53K
CARDINAL HEALTH INC SR UNSECURED 02/29 5.125 85,000 91,000 6,000 0.23% $6.21K
CITIGROUP INC 84,000 91,000 7,000 0.23% $7.33K
AMERICAN HOMES 4 82,000 92,000 10,000 0.23% $10.12K
BAT INTL FINANCE 82,000 89,000 7,000 0.23% $7.47K
ERAC USA FINANCE 85,000 91,000 6,000 0.23% $6.27K
PACIFICORP 85,000 91,000 6,000 0.23% $6.96K
IQVIA INC SR SECURED 02/29 6.25 82,000 89,000 7,000 0.23% $7.10K
KRAFT HEINZ FOODS CO COMPANY GUAR 01/29 4.625 81,000 92,000 11,000 0.23% $11.18K
HUNTINGTON BANCS 83,000 89,000 6,000 0.23% $6.29K
CONSTELLATION ST 85,000 92,000 7,000 0.23% $6.51K
NUTRIEN LTD 84,000 93,000 9,000 0.23% $9.42K
SYSCO CORP 82,000 89,000 7,000 0.23% $7.42K
FIFTH THIRD FIN 83,000 89,000 6,000 0.23% $6.83K
TEXAS INSTRUMENTS INC SR UNSEC 4.6% 02-08-29 85,000 91,000 6,000 0.23% $6.29K
ANHEUSER-BUSCH 86,000 91,000 5,000 0.23% $5.22K
CITIZENS FIN GRP 83,000 89,000 6,000 0.23% $6.56K
JONES LANG LASAL 79,000 87,000 8,000 0.23% $8.45K
THERMO FISHER 85,000 90,000 5,000 0.23% $5.30K
PEPSICO INC 87,000 92,000 5,000 0.23% $5.39K
MRVL 5.75 02/15/29 80,000 89,000 9,000 0.23% $9.34K
CHEVRON USA INC 87,000 92,000 5,000 0.23% $5.13K
CONSTELLATION BR 86,000 91,000 5,000 0.23% $5.37K
EQT CORP SR UNSECURED 01/29 4.5 83,000 92,000 9,000 0.23% $9.73K
AMGEN INC 90,000 95,000 5,000 0.23% $5.52K
LEGGETT & PLATT 88,000 93,000 5,000 0.23% $6.13K
AQUA AMERICA INC 86,000 94,000 8,000 0.23% $8.44K
CON EDISON CO 87,000 92,000 5,000 0.23% $5.39K
WEBSTER FINL 88,000 93,000 5,000 0.23% $5.74K
APOLLO MNGMT HLD 87,000 91,000 4,000 0.23% $4.21K
AMEREN CORP 84,000 90,000 6,000 0.23% $6.57K
Kroger Co/The 4.50 01/15/2029 86,000 91,000 5,000 0.23% $5.30K
LPX 3 5/8 03/15/29 90,000 95,000 5,000 0.23% $5.98K
DOW CHEMICAL CO 82,000 91,000 9,000 0.23% $9.34K
HFC PRESTIGE PRODUCTS INC/HFC PRESTIGE INTERNATIONAL US LLC 4.75% 01/15/2029 144A 89,000 94,000 5,000 0.23% $4.70K
KILROY REALTY LP 87,000 92,000 5,000 0.23% $5.12K
ARES STRATEGIC I 86,000 94,000 8,000 0.23% $7.53K
WABTEC 86,000 91,000 5,000 0.23% $5.37K
STANLEY BLACK 84,000 92,000 8,000 0.23% $8.31K
CANTOR FITZGERALD LP SR UNSECURED 144A 12/28 7.2 80,000 87,000 7,000 0.23% $7.27K
NATIONAL FUEL GA 86,000 91,000 5,000 0.23% $5.47K
Invitation Homes Operating Partnership L.P. 91,000 97,000 6,000 0.23% $5.79K
WASTE CONNECTION 86,000 93,000 7,000 0.23% $7.50K
Duke Energy Corp. 86,000 90,000 4,000 0.23% $4.41K
TOTAL CAP INTL 88,000 93,000 5,000 0.23% $5.60K
PUBLIC STORAGE 81,000 89,000 8,000 0.23% $8.43K
BP CAP MKTS AMER 84,000 90,000 6,000 0.23% $6.49K
T-MOBILE USA INC 86,000 90,000 4,000 0.23% $4.27K
PROCTER & GAMBLE 86,000 90,000 4,000 0.23% $4.47K
M&T BANK CORP 78,000 85,000 7,000 0.23% $7.57K
UNITED PARCEL 88,000 93,000 5,000 0.23% $5.42K
Pacific Life Global Funding II 82,000 90,000 8,000 0.23% $8.20K
CSX CORP 86,000 91,000 5,000 0.23% $5.29K
WASTE MANAGEMENT INC SR UNSEC 3.875% 01-15-29 87,000 92,000 5,000 0.23% $5.26K
ZIMMER BIOMET 80,000 89,000 9,000 0.23% $9.32K
Tiaa Asset Management, LLC 87,000 92,000 5,000 0.23% $5.01K
HONEYWELL INTL 86,000 91,000 5,000 0.23% $5.31K
AMERIPRISE FINL 82,000 88,000 6,000 0.23% $6.14K
UL SOLUTIONS 80,000 87,000 7,000 0.23% $7.61K
HIGHWOODS REALTY 88,000 93,000 5,000 0.23% $5.36K
PROLOGIS TARGETED US LOGISTICS FUND LP 144A 5.250000% 04/01/2029 82,000 89,000 7,000 0.23% $7.35K
JOHNSON CONTROLS 82,000 88,000 6,000 0.23% $6.48K
MTH 3.875 04/15/29 144A 88,000 93,000 5,000 0.23% $5.78K
STATE STREET CRP 82,000 88,000 6,000 0.23% $6.04K
BEST BUY CO INC 86,000 91,000 5,000 0.23% $5.07K
MGIC INVT CORP 87,000 92,000 5,000 0.23% $4.97K
ONE GAS INC 82,000 89,000 7,000 0.23% $7.37K
COTERRA ENERGY 86,000 91,000 5,000 0.23% $5.82K
MARSH & MCLENNAN 86,000 91,000 5,000 0.22% $4.99K
MOODY'S CORP 86,000 91,000 5,000 0.22% $5.44K
WESTERN MIDSTRM 79,000 87,000 8,000 0.22% $8.54K
NEW MOUNTAIN COR 85,000 91,000 6,000 0.22% $5.18K
LIBERTY UTILITIES CO SR UNSECURED 144A 01/29 5.577 85,000 89,000 4,000 0.22% $3.90K
SMITHFIELD FOODS INC COMPANY GUAR 144A 04/29 5.2 82,000 90,000 8,000 0.22% $8.72K
AMERICAN TOWER 85,000 89,000 4,000 0.22% $4.41K
GLP CAP/FIN II 86,000 90,000 4,000 0.22% $4.27K
SANTANDER HOLD 82,000 88,000 6,000 0.22% $6.23K
AVERY DENNISON 86,000 90,000 4,000 0.22% $4.05K
MO 6.2 11/01/28 80,000 87,000 7,000 0.22% $7.20K
TIMKEN CO 86,000 91,000 5,000 0.22% $5.29K
OTIS WORLDWIDE 81,000 89,000 8,000 0.22% $8.24K
ELI LILLY & CO 86,000 91,000 5,000 0.22% $5.19K
SHERWIN-WILLIAMS 86,000 91,000 5,000 0.22% $5.23K
HOWMET AEROSPACE 91,000 94,000 3,000 0.22% $3.42K
NORTHROP GRUMMAN 82,000 90,000 8,000 0.22% $8.30K
MPLX L.P. 85,000 90,000 5,000 0.22% $5.38K
FS KKR CAPITAL CORP SR UNSECURED 01/29 7.875 82,000 90,000 8,000 0.22% $6.34K
TOYOTA MTR CRED 86,000 91,000 5,000 0.22% $5.41K
QUANTA SERVICES 86,000 91,000 5,000 0.22% $5.25K
INTEL CORP 94,000 97,000 3,000 0.22% $3.66K
CDW LLC / CDW FIN CORP 3.276% 12/01/2028 89,000 94,000 5,000 0.22% $5.64K
VICI PROPERTIES / NOTE REGD 144A P/P 3.87500000 88,000 93,000 5,000 0.22% $5.45K
SUN COMMUNITIES 89,000 96,000 7,000 0.22% $7.09K
EMERSON ELECTRIC 91,000 96,000 5,000 0.22% $5.50K
ZOETIS INC 86,000 91,000 5,000 0.22% $5.16K
ASTRAZENECA FIN 85,000 89,000 4,000 0.22% $4.29K
SOUTHWEST AIR 86,000 91,000 5,000 0.22% $5.67K
INTERNATIONAL FL 86,000 91,000 5,000 0.22% $5.18K
CISCO SYSTEMS 85,000 89,000 4,000 0.22% $4.31K
FIDELITY NATL FI 86,000 91,000 5,000 0.22% $5.23K
PEACEHEALTH OBLI 86,000 91,000 5,000 0.22% $5.16K
BOEING CO/THE 82,000 86,000 4,000 0.22% $4.43K
NATL RURAL UTIL 86,000 91,000 5,000 0.22% $5.14K
GATX CORP 84,000 90,000 6,000 0.22% $6.47K
HUNT INGALLS IND 91,000 96,000 5,000 0.22% $5.58K
3M CO 88,000 93,000 5,000 0.22% $5.32K
CONOCOPHIL CO 78,000 84,000 6,000 0.22% $6.42K
INTUIT INC SR UNSECURED 09/28 5.125 85,000 89,000 4,000 0.22% $3.83K
Blackstone Holdings Finance Co. LLC 92,000 97,000 5,000 0.22% $5.31K
COPT DEFENSE LP 92,000 97,000 5,000 0.22% $5.83K
BROOKFIELD FIN 84,000 90,000 6,000 0.22% $6.09K
WILLIS NORTH AME 86,000 91,000 5,000 0.22% $4.91K
DTE ENERGY CO 83,000 89,000 6,000 0.22% $6.35K
NXP BV/NXP FDG 86,000 91,000 5,000 0.22% $5.32K
RGA GLOBAL 86,000 91,000 5,000 0.22% $5.21K
KLA CORP 86,000 91,000 5,000 0.22% $5.23K
CUBESMART LP 91,000 96,000 5,000 0.22% $5.36K
NORTHWESTERN MUTUAL GLOBAL FUNDING GIC 144A LIFE SR SEC 1ST LIEN 4.125% 08-25-28 86,000 91,000 5,000 0.22% $5.13K
GEORGIA POWER 86,000 91,000 5,000 0.22% $5.30K
ONEOK INC 82,000 88,000 6,000 0.22% $6.31K
BRUNSWICK CORP 82,000 88,000 6,000 0.22% $6.85K
ALIMENTATION COUCHE-TARD INC 4.148% 09/29/2028 144A 86,000 91,000 5,000 0.22% $5.22K
WORKDAY INC 86,000 93,000 7,000 0.22% $6.56K
HOME DEPOT INC 86,000 91,000 5,000 0.22% $5.47K
PROGRESSIVE CORP 86,000 91,000 5,000 0.22% $5.19K
ABBVIE INC 84,000 89,000 5,000 0.22% $5.22K
MAIN STREET CAPI 86,000 91,000 5,000 0.22% $5.20K
RENAISSANCERE 88,000 93,000 5,000 0.22% $5.15K
Toronto-Dominion Bank/The 4.11 10/13/2028 86,000 91,000 5,000 0.22% $5.21K
RTX CORP 79,000 87,000 8,000 0.22% $8.50K
WESTPAC BANKING 82,000 88,000 6,000 0.22% $6.25K
LAM RESEARCH 86,000 91,000 5,000 0.22% $5.27K
KIMBERLY-CLARK 88,000 93,000 5,000 0.22% $5.45K
STORE CAPITAL 86,000 91,000 5,000 0.22% $5.67K
ARES MGT. CORP 6.375% 83,000 87,000 4,000 0.22% $3.65K
RPM INTL INC 85,000 90,000 5,000 0.22% $5.39K
TAMPA ELECTRIC 83,000 89,000 6,000 0.22% $6.32K
FOX CORP 85,000 90,000 5,000 0.22% $5.09K
ROPER TECHNOLOGI 86,000 91,000 5,000 0.22% $4.95K
GEN MOTORS FIN 86,000 91,000 5,000 0.22% $5.29K
Principal Life Global Funding II 4.25%, Due 08/18/2028 86,000 91,000 5,000 0.22% $4.89K
SYK 4.85 12/08/28 85,000 89,000 4,000 0.22% $4.16K
NY STATE ELECTRIC + GAS SR UNSECURED 144A 08/28 5.65 84,000 88,000 4,000 0.22% $3.77K
JBS/FOODS/FOOD 90,000 94,000 4,000 0.22% $4.56K
CNO GLOBAL FUNDING REGD 144A P/P MTN 4.37500000 86,000 91,000 5,000 0.22% $5.06K
HEALTHPEAK PROP 93,000 96,000 3,000 0.22% $3.75K
SPRINT CAP CORP 79,000 85,000 6,000 0.22% $6.20K
DELL INT / EMC 86,000 91,000 5,000 0.22% $5.40K
AVALONBAY COMMUN 93,000 96,000 3,000 0.22% $3.65K
GENERAL MILLS INC REGD 5.50000000 82,000 88,000 6,000 0.22% $6.13K
VERISK ANALYTICS 86,000 91,000 5,000 0.22% $5.22K
LAZARD GROUP LLC 86,000 91,000 5,000 0.22% $5.05K
WELLTOWER OP LLC REGD 2.05000000 93,000 96,000 3,000 0.22% $3.63K
CONAGRA BRANDS 82,000 90,000 8,000 0.22% $8.13K
TYSON FOODS INC 82,000 88,000 6,000 0.22% $6.42K
Fortitude Global Funding 4.63 10/06/2028 86,000 91,000 5,000 0.22% $5.19K
LOWE'S COS INC 86,000 91,000 5,000 0.22% $5.22K
DUPONT DE NEM 38,000 90,000 52,000 0.22% $52.73K
AMPHENOL CORP 86,000 91,000 5,000 0.22% $5.18K
JERSEY CENT P&L 86,000 91,000 5,000 0.22% $5.17K
CSL FINANCE PLC COMPANY GUAR 144A 04/29 4.05 86,000 91,000 5,000 0.22% $5.21K
HP ENTERPRISE 86,000 91,000 5,000 0.22% $5.22K
JM SMUCKER CO 81,000 87,000 6,000 0.22% $6.24K
Necessity Retail REIT Inc (The) / American Finance Operating Partner, L.P. 88,000 93,000 5,000 0.22% $5.41K
VST 4.3 10/15/28 144A 86,000 91,000 5,000 0.22% $5.40K
Guardian Life Global Funding 86,000 91,000 5,000 0.22% $5.05K
REALTY INCOME CORP SR UNSECURED 02/29 3.95 86,000 91,000 5,000 0.22% $5.46K
ELEVANCE HEALTH 86,000 91,000 5,000 0.22% $5.34K
Mattel, Inc. 3.75%, Due 4/1/2029 88,000 93,000 5,000 0.22% $5.27K
ADVOCATE HEALTH 88,000 91,000 3,000 0.22% $3.31K
GLENCORE FDG LLC 84,000 88,000 4,000 0.22% $4.32K
AHOLD FIN USA 80,000 84,000 4,000 0.22% $4.09K
OAKTREE SPECIALTY LENDING CORP 7.100000% 02/15/2029 85,000 90,000 5,000 0.22% $3.84K
PHILIP MORRIS IN 86,000 91,000 5,000 0.22% $5.36K
HUMANA INC 82,000 88,000 6,000 0.22% $5.78K
ENTG 4.75 04/15/29 144A 86,000 91,000 5,000 0.22% $5.28K
SANOFI SA 86,000 91,000 5,000 0.22% $4.96K
ROYAL BK CANADA 83,000 90,000 7,000 0.22% $7.23K
COREBRIDGE GLOB FUNDING SR SECURED 144A 08/28 4.25 86,000 91,000 5,000 0.22% $4.88K
VERIZON COMM INC 86,000 91,000 5,000 0.22% $5.48K
Clorox Co/The 84,000 90,000 6,000 0.22% $6.15K
CHARLES SCHWAB 80,000 86,000 6,000 0.22% $6.19K
The Goldman Sachs Group, Inc. 4.153 10/21/2029 86,000 91,000 5,000 0.22% $4.98K
MID-AMER APT LP 86,000 91,000 5,000 0.22% $5.37K
United Airlines Pass Through Certificates, Series 2015-1 86,000 91,000 5,000 0.22% $5.47K
TRANE TECH LUX 86,000 91,000 5,000 0.22% $5.65K
VLO 4 04/01/29 86,000 91,000 5,000 0.22% $5.53K
TD SYNNEX CORP 86,000 91,000 5,000 0.22% $5.06K
Horace Mann Educators Corporation 7.25% Due 09/15/2028 81,000 85,000 4,000 0.22% $4.06K
AT&T INC 84,000 90,000 6,000 0.22% $6.52K
AIR LEASE CORP SR UNSECURED 03/29 5.1 83,000 89,000 6,000 0.22% $6.71K
GFL Environmental Inc. 88,000 93,000 5,000 0.22% $4.65K
ORACLE CORP 85,000 90,000 5,000 0.22% $5.15K
CHENIERE ENERGY 86,000 91,000 5,000 0.22% $4.96K
UDR INC 4.4% 01/26/2029 87,000 90,000 3,000 0.22% $3.25K
PUBLIC SERVICE 82,000 88,000 6,000 0.22% $6.42K
GOLDMAN 86,000 91,000 5,000 0.22% $4.87K
RELX CAPITAL INC 86,000 91,000 5,000 0.22% $5.11K
REVVITY INC 93,000 96,000 3,000 0.22% $3.43K
EXELON CO 84,000 88,000 4,000 0.22% $4.41K
SIXTH STREET LEN 82,000 88,000 6,000 0.22% $5.65K
LOCKHEED MARTIN 85,000 90,000 5,000 0.22% $5.29K
S&P GLOBAL INC 90,000 94,000 4,000 0.22% $4.49K
Southwestern Energy Company 86,000 91,000 5,000 0.22% $4.67K
VENTAS REALTY LP 87,000 90,000 3,000 0.22% $3.40K
VERALTO CORP 84,000 88,000 4,000 0.22% $4.11K
ESSEX PORTFOLIO 86,000 91,000 5,000 0.22% $5.32K
Cox Enterprises, Inc. 5.45 09/15/2028 86,000 88,000 2,000 0.22% $2.21K
UNION PAC CORP 86,000 91,000 5,000 0.22% $5.35K
Element Fleet Management Corp. 82,000 86,000 4,000 0.22% $4.19K
TORCHMARK CORP 85,000 90,000 5,000 0.22% $4.83K
Macquarie Airfinance Holdings Ltd. 82,000 86,000 4,000 0.22% $4.51K
LIBERTY MUTUAL 87,000 90,000 3,000 0.22% $3.08K
BANK OF MONTREAL 84,000 87,000 3,000 0.22% $2.97K
MWXCAP 4.625 04/01/29 144A 84,000 90,000 6,000 0.22% $6.21K
MAGNA INTL INC 84,000 88,000 4,000 0.22% $4.26K
SUTTER HEALTH 86,000 91,000 5,000 0.22% $5.04K
NNN REIT 85,000 90,000 5,000 0.22% $5.10K
SIRIUSPOINT LTD 80,000 86,000 6,000 0.22% $6.50K
MOHAWK INDUST 85,000 87,000 2,000 0.22% $1.87K
DXC TECH CO 93,000 96,000 3,000 0.22% $3.11K
THE CAMPBELLS CO 84,000 88,000 4,000 0.22% $4.04K
CNH INDUSTRIAL 84,000 88,000 4,000 0.22% $4.43K
Avolon Holdings Funding Ltd. 83,000 87,000 4,000 0.22% $4.48K
REPUBLIC SVCS 82,000 88,000 6,000 0.22% $6.19K
Alliant Energy Finance LLC 82,000 86,000 4,000 0.22% $4.49K
HP INC 86,000 91,000 5,000 0.22% $5.25K
CBRE SERVICES IN 80,000 87,000 7,000 0.22% $7.33K
JACOBS ENGIN GRP 82,000 86,000 4,000 0.22% $3.82K
MICROCHIP TECH 84,000 88,000 4,000 0.22% $4.60K
ADOBE INC 84,000 88,000 4,000 0.22% $3.96K
CNA FINANCIAL 86,000 91,000 5,000 0.22% $5.15K
BLACKROCK FUNDING INC 84,000 88,000 4,000 0.22% $4.26K
SAN DIEGO G & E 86,000 88,000 2,000 0.22% $2.24K
WALMART INC 92,000 95,000 3,000 0.22% $3.39K
SIXTH STREET 83,000 89,000 6,000 0.22% $5.10K
WILLIAMS COS INC 84,000 88,000 4,000 0.22% $4.47K
GENUINE PARTS CO 80,000 86,000 6,000 0.22% $5.53K
SOLVENTUM CORP 83,000 87,000 4,000 0.22% $4.41K
BMW US CAP LLC 84,000 88,000 4,000 0.22% $4.32K
LPL HOLDINGS INC 78,000 85,000 7,000 0.22% $6.96K
ASSURED GUARANTY 80,000 86,000 6,000 0.22% $5.96K
NORTH HAVEN PRI 86,000 91,000 5,000 0.22% $4.33K
BARINGS BDC INC 86,000 91,000 5,000 0.22% $4.37K
Golub Capital Private Credit Fund 87,000 90,000 3,000 0.22% $2.49K
NORDSON CORP 85,000 87,000 2,000 0.22% $2.14K
ROCKWELL AUTOMAT 86,000 91,000 5,000 0.22% $5.28K
SUZANO AUSTRIA 91,000 94,000 3,000 0.22% $3.97K
CPGX 6.042 08/15/28 84,000 86,000 2,000 0.22% $2.36K
AON NORTH AMER 83,000 87,000 4,000 0.22% $4.25K
BLUE OWL TECHNOL 84,000 90,000 6,000 0.22% $4.14K
BLUE OWL CAPITAL 84,000 90,000 6,000 0.22% $4.58K
MOTOROLA SOLUTIONS INC SR UNSECURED 04/29 5 84,000 87,000 3,000 0.22% $3.30K
UNITED UTILITIES 80,000 84,000 4,000 0.22% $3.85K
VMWARE LLC 91,000 94,000 3,000 0.22% $3.50K
KYNDRYL HOLDINGS 92,000 97,000 5,000 0.22% $1.26K
Fiserv, Inc. 83,000 87,000 4,000 0.22% $4.07K
POLARIS INC SR NT 6.95%, DUE 03/15/2029 80,000 84,000 4,000 0.22% $4.02K
BLACKSTONE SEC 92,000 95,000 3,000 0.22% $2.02K
LENNOX INTL INC 82,000 86,000 4,000 0.22% $4.14K
SBL HOLDINGS INC SR UNSECURED 144A 09/28 5.9 86,000 91,000 5,000 0.22% $3.04K
CONCENTRIX CORP 83,000 87,000 4,000 0.21% $1.65K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
Mount Vernon Liquid Assets Portfolio, LLC 196,113 174,863 -21,250 0.43% -$21.25K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BHP FINANCE USA 86,000 86,000 0 0.22% -$43

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