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Holdings (Monthly) Guide ↗

Catalyst/Perini Strategic Income Fund

Monthly Holdings $53M AUM 8 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 8 New 4 Added 45 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Saluda Grade Alternative Mortg 79589VAH7 Jun 2026 48,100,852 NEW $4.0M 7.62% ABS-MBS
2 Dynex Capital Inc DX Jun 2026 222,364 NEW $2.9M 5.52% EC
3 FV Redlands, LLC N/A Mar 2026 2,000,000 NEW $2.3M 4.37% STIV
4 Velocity Commercial Capital Lo 92260AAG4 Jun 2026 2,027,946 NEW $1.9M 3.67% ABS-MBS
5 ALCOVA - LV Petroleum & Grandview Holdings, WA N/A Mar 2026 1,800,000 NEW $1.8M 3.41% LON
6 Saluda Grade Alternative Mortg 79585UAC4 Jun 2026 1,500,000 NEW $1.5M 2.82% ABS-MBS
7 JPMBB Commercial Mortgage Secu 46640NAR9 Jun 2026 1,793,722 NEW $996K 1.88% ABS-MBS
8 Saluda Grade Alternative Mortg 79589VAG9 Jun 2026 1,188,000 NEW $956K 1.81% ABS-MBS