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Holdings (Monthly) Guide ↗

California Tax-Exempt Fund

· Northern Funds
Monthly Holdings $136M AUM 133 positions Period Mar 2026 Filed May 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NEWPORT MESA UNIFIE 0.00% NPTSCD Mar 2026 7,000,000 $5.6M 4.27% DBT
2 CALIFORNIA INFRASTRUC VAR CASDEV Mar 2026 3,500,000 $3.5M 2.65% DBT
3 LOS ANGELES COMMUNI 4.00% LOSHGR Mar 2026 2,915,000 $2.9M 2.23% DBT
4 UNIVERSITY OF CALIF 5.00% UNVHGR Mar 2026 2,500,000 $2.5M 1.93% DBT
5 BAY AREA TOLL AUTHORI VAR BAYTRN Mar 2026 2,500,000 $2.5M 1.91% DBT
6 NI US GOV T PORTFOLIO BNGXX Mar 2026 2,432,909 $2.4M 1.86% STIV
7 STATE OF CALIFORNIA 5.00% CAS Mar 2026 2,000,000 $2.2M 1.65% DBT
8 STATE OF CALIFORNIA 5.00% CAS Mar 2026 2,000,000 $2.0M 1.54% DBT
9 UNIVERSITY OF CALIF 4.00% UNVHGR Mar 2026 2,000,000 $1.9M 1.48% DBT
10 CALIFORNIA INFRASTRUC VAR CASDEV Mar 2026 2,000,000 $1.9M 1.45% DBT
11 CALIFORNIA HEALTH F 4.00% CASMED Mar 2026 2,000,000 $1.8M 1.41% DBT
12 CALIFORNIA STATE PU 5.00% CASFAC Mar 2026 1,750,000 $1.8M 1.38% DBT
13 CALIFORNIA COMMUNITY VAR CCEDEV Mar 2026 1,750,000 $1.8M 1.37% DBT
14 CALIFORNIA HEALTH FAC VAR CASMED Mar 2026 1,500,000 $1.6M 1.26% DBT
15 CALIFORNIA COMMUNITY VAR CCEDEV Mar 2026 1,500,000 $1.6M 1.24% DBT
16 LOS ANGELES COUNTY 5.25% LOSFAC Mar 2026 1,500,000 $1.6M 1.22% DBT
17 SAN DIEGO COMMUNITY 5.00% SDGHGR Mar 2026 1,500,000 $1.6M 1.20% DBT
18 CALIFORNIA EDUCATIO 5.00% CASEDU Mar 2026 1,500,000 $1.5M 1.18% DBT
19 SAN FRANCISCO CITY 5.00% SFOAPT Mar 2026 1,500,000 $1.5M 1.15% DBT
20 IMPERIAL IRRIGATION 5.00% IMRPWR Mar 2026 1,500,000 $1.5M 1.15% DBT
21 SAN FRANCISCO CITY 5.00% SFOAPT Mar 2026 1,500,000 $1.5M 1.15% DBT
22 CALIFORNIA ST FRN CAS Mar 2026 1,500,000 $1.5M 1.15% DBT
23 LUCIA MAR UNIFIED S 5.00% LUCSCD Mar 2026 1,450,000 $1.5M 1.14% DBT
24 SACRAMENTO CITY UNI 5.00% SACSCD Mar 2026 1,330,000 $1.5M 1.12% DBT
25 CALIFORNIA COMMUNITY VAR CCEDEV Mar 2026 1,385,000 $1.5M 1.12% DBT
26 CALIFORNIA HEALTH F 5.00% CASMED Mar 2026 1,300,000 $1.4M 1.10% DBT
27 CITY OF SAN JOSE CA 5.00% SJS Mar 2026 1,310,000 $1.4M 1.04% DBT
28 EVERGREEN SCHOOL DI 5.00% EVESCD Mar 2026 1,300,000 $1.3M 1.02% DBT
29 LOS ANGELES DEPT. O 5.00% LOSUTL Mar 2026 1,250,000 $1.3M 1.01% DBT
30 REDDING JOINT POWER 5.00% RNGGEN Mar 2026 1,250,000 $1.3M 0.98% DBT
31 REDWOOD CITY PUBLIC 3.00% RWCFAC Mar 2026 1,750,000 $1.3M 0.98% DBT
32 SAN FRANCISCO CITY 5.00% SFOAPT Mar 2026 1,170,000 $1.3M 0.96% DBT
33 MONTEREY COUNTY FIN 5.00% MONGEN Mar 2026 1,170,000 $1.2M 0.93% DBT
34 UPPER SANTA CLARA V 4.00% UPSPWR Mar 2026 1,200,000 $1.2M 0.88% DBT
35 LAKE ELSINORE FACIL 5.00% LELFAC Mar 2026 1,000,000 $1.2M 0.88% DBT
36 UNIVERSITY OF CALIF 5.00% UNVHGR Mar 2026 1,000,000 $1.2M 0.88% DBT
37 MESA WATER DISTRICT 4.00% MESWTR Mar 2026 1,150,000 $1.2M 0.88% DBT
38 LOS ANGELES COUNTY 5.25% LOSFAC Mar 2026 1,000,000 $1.1M 0.87% DBT
39 CALIFORNIA HOUSING 3.50% CASHSG Mar 2026 1,151,711 $1.1M 0.87% DBT
40 OAKLAND UNIFIED SCH 5.00% OAKSCD Mar 2026 1,065,000 $1.1M 0.86% DBT
41 UNIVERSITY OF CALIF 5.00% UNVHGR Mar 2026 1,000,000 $1.1M 0.86% DBT
42 CALIFORNIA HEALTH FAC VAR CASMED Mar 2026 1,000,000 $1.1M 0.84% DBT
43 METROPOLITAN WATER DI VAR METWTR Mar 2026 1,000,000 $1.1M 0.83% DBT
44 SAN JOAQUIN VALLEY CL VAR SSJUTL Mar 2026 1,000,000 $1.1M 0.83% DBT
45 PASADENA UNIFIED SC 5.25% PASSCD Mar 2026 1,000,000 $1.1M 0.83% DBT
46 STATE OF CALIFORNIA 5.00% CAS Mar 2026 1,000,000 $1.1M 0.82% DBT
47 SANTA CLARITA COMMU 5.25% SCTHGR Mar 2026 1,000,000 $1.1M 0.82% DBT
48 LOS ANGELES COUNTY 2.625% LOSFAC Mar 2026 1,600,000 $1.1M 0.81% DBT
49 TWIN RIVERS UNIFIED 5.00% TWRSCD Mar 2026 1,000,000 $1.1M 0.81% DBT
50 COUNTY OF SACRAMENT 5.00% SACGEN Mar 2026 1,000,000 $1.1M 0.81% DBT
51 CITY & COUNTY OF SA 2.00% SFOCTF Mar 2026 1,200,000 $1.0M 0.80% DBT
52 CALIFORNIA STATE PU 5.00% CASFAC Mar 2026 1,000,000 $1.0M 0.80% DBT
53 CITY OF LOS ANGELES 5.50% LOSAPT Mar 2026 1,000,000 $1.0M 0.80% DBT
54 CITY OF LOS ANGELES 5.00% LOSAPT Mar 2026 1,000,000 $1.0M 0.80% DBT
55 LONG BEACH COMMUNIT 5.00% LONHGR Mar 2026 1,000,000 $1.0M 0.80% DBT
56 MODESTO HIGH SCHOOL 5.00% MODSCD Mar 2026 1,000,000 $1.0M 0.80% DBT
57 LOS ANGELES DEPARTM 5.00% LOSUTL Mar 2026 1,000,000 $1.0M 0.80% DBT
58 CALIFORNIA COMMUNITY VAR CCEDEV Mar 2026 1,000,000 $1.0M 0.80% DBT
59 STATE OF CALIFORNIA 5.00% CAS Mar 2026 1,000,000 $1.0M 0.80% DBT
60 CALIFORNIA ENT. DEV 5.00% CASFAC Mar 2026 905,000 $1.0M 0.79% DBT
61 STATE OF CALIFORNIA 5.00% CAS Mar 2026 1,000,000 $1.0M 0.79% DBT
62 CALIFORNIA MUNICIPA 5.00% CASFIN Mar 2026 1,000,000 $1.0M 0.79% DBT
63 MUNICIPAL IMPROVEME 5.00% LOSGEN Mar 2026 1,000,000 $1.0M 0.78% DBT
64 CITY OF SAN FRANCIS 4.00% SFOWTR Mar 2026 1,000,000 $1.0M 0.78% DBT
65 SAN FRANCISCO CITY 5.00% SFOAPT Mar 2026 1,000,000 $1.0M 0.77% DBT
66 TRANSBAY JOINT POWE 5.00% TJPDEV Mar 2026 1,000,000 $1.0M 0.77% DBT
67 SAN FRANCISCO CITY 5.00% SFOAPT Mar 2026 1,000,000 $1.0M 0.77% DBT
68 BAY AREA TOLL AUTHORI VAR BAYTRN Mar 2026 1,000,000 $1.0M 0.76% DBT
69 CALIFORNIA HEALTH F 5.00% CASMED Mar 2026 800,000 $925K 0.71% DBT
70 MOUNT DIABLO UNIFIE 5.00% MDLSCD Mar 2026 750,000 $885K 0.68% DBT
71 CALIFORNIA COUNTY T 4.00% CASGEN Mar 2026 885,000 $885K 0.68% DBT
72 TURLOCK IRRIGATION 5.00% TURWTR Mar 2026 805,000 $862K 0.66% DBT
73 SUTTER BUTTE FLOOD 5.00% STRWTR Mar 2026 750,000 $846K 0.65% DBT
74 SONOMA COUNTY JUNIO 3.00% SONHGR Mar 2026 900,000 $845K 0.65% DBT
75 NORTHERN CALIFORNIA E VAR NCEPWR Mar 2026 775,000 $825K 0.63% DBT
76 CALIFORNIA STATE PU 5.00% CASFAC Mar 2026 750,000 $809K 0.62% DBT
77 SAN FRANCISCO COMMU 3.00% SFOHGR Mar 2026 1,000,000 $806K 0.62% DBT
78 LOS RIOS COMMUNITY 3.00% LRSHGR Mar 2026 1,000,000 $803K 0.61% DBT
79 STATE OF CALIFORNIA 5.00% CAS Mar 2026 730,000 $801K 0.61% DBT
80 CITY OF LONG BEACH 5.00% LONFAC Mar 2026 700,000 $792K 0.61% DBT
81 MUNICIPAL IMPROVEME 5.00% LOSGEN Mar 2026 750,000 $789K 0.60% DBT
82 CITY OF OAKLAND CA 5.00% OAK Mar 2026 750,000 $772K 0.59% DBT
83 CALIFORNIA EDUCATIO 5.25% CASEDU Mar 2026 750,000 $771K 0.59% DBT
84 CALIFORNIA MUNICIPA 3.00% CASFIN Mar 2026 1,000,000 $724K 0.55% DBT
85 UNIVERSITY OF CALIF 5.25% UNVHGR Mar 2026 600,000 $709K 0.54% DBT
86 TOBACCO SECURITIZAT 4.00% TOBGEN Mar 2026 700,000 $698K 0.53% DBT
87 WESTERN PLACER WAST 5.00% WRLUTL Mar 2026 625,000 $685K 0.52% DBT
88 RIVERSIDE COUNTY TR 4.00% RIVTRN Mar 2026 750,000 $676K 0.52% DBT
89 CALIFORNIA MUNICIPA 5.00% CASFIN Mar 2026 675,000 $674K 0.51% DBT
90 MOUNT DIABLO UNIFIE 5.00% MDLEDU Mar 2026 600,000 $650K 0.50% DBT
91 CALIFORNIA INFRASTR 5.00% CASEDU Mar 2026 625,000 $635K 0.48% DBT
92 CALIFORNIA COMMUNITY VAR CCEDEV Mar 2026 600,000 $607K 0.46% DBT
93 LOS ANGELES DEPARTM 5.00% LOSUTL Mar 2026 525,000 $551K 0.42% DBT
94 CALIFORNIA ENT. DEV 5.00% CASDEV Mar 2026 500,000 $550K 0.42% DBT
95 SAN JOSE FINANCING 5.00% SJSUTL Mar 2026 500,000 $550K 0.42% DBT
96 SOUTHERN CALIFORNIA 5.00% STNAPT Mar 2026 500,000 $548K 0.42% DBT
97 CALIFORNIA STATEWID 5.00% CASDEV Mar 2026 500,000 $539K 0.41% DBT
98 CALIFORNIA COMMUNITY VAR CCEDEV Mar 2026 500,000 $536K 0.41% DBT
99 RIVER ISLANDS PUBLI 5.00% RVIGEN Mar 2026 515,000 $534K 0.41% DBT
100 ONTARIO PUBLIC FINC 5.00% OPFGEN Mar 2026 450,000 $529K 0.40% DBT
101 CALIFORNIA COMMUNITY VAR CCEDEV Mar 2026 500,000 $528K 0.40% DBT
102 CENTRAL VALLEY ENER 5.00% CTVPWR Mar 2026 500,000 $525K 0.40% DBT
103 CALIFORNIA COMMUNIT 5.00% CCEDEV Mar 2026 500,000 $519K 0.40% DBT
104 CALIFORNIA MUNICIPA 5.25% CASFIN Mar 2026 500,000 $515K 0.39% DBT
105 SAN JOAQUIN HILLS T 4.00% SJHTRN Mar 2026 500,000 $513K 0.39% DBT
106 ALAMEDA UNIFIED SCH 5.00% ALASCD Mar 2026 500,000 $509K 0.39% DBT
107 CITY OF LOS ANGELES 5.00% LOSAPT Mar 2026 500,000 $509K 0.39% DBT
108 CITY OF LOS ANGELES 5.00% LOSAPT Mar 2026 500,000 $509K 0.39% DBT
109 LOS ANGELES DEPARTM 5.00% LOSUTL Mar 2026 500,000 $508K 0.39% DBT
110 MOUNTAIN VIEW-WHISM 4.25% MOUSCD Mar 2026 500,000 $502K 0.38% DBT
111 SAN FRANCISCO UNIFI 4.00% SFOSCD Mar 2026 500,000 $500K 0.38% DBT
112 LOS ANGELES DEPARTM 5.00% LOSUTL Mar 2026 450,000 $485K 0.37% DBT
113 CALIFORNIA HOUSING 3.75% CASHSG Mar 2026 467,980 $471K 0.36% DBT
114 CARLSBAD UNIFIED SC 3.00% CARSCD Mar 2026 550,000 $460K 0.35% DBT
115 SAN CARLOS SCHOOL D 5.00% SCLSCD Mar 2026 400,000 $444K 0.34% DBT
116 CITY OF SAN FRANCIS 3.00% SFOWTR Mar 2026 600,000 $438K 0.34% DBT
117 CALIFORNIA EDUCATIO 3.00% CASEDU Mar 2026 600,000 $408K 0.31% DBT
118 CSCDA COMMUNITY IMP 4.30% CDAHSG Mar 2026 500,000 $392K 0.30% DBT
119 CALIFORNIA STATEWID 3.00% CASDEV Mar 2026 500,000 $365K 0.28% DBT
120 SANTA CRUZ COUNTY C 4.00% SCZGEN Mar 2026 330,000 $339K 0.26% DBT
121 CALIFORNIA COUNTY T 5.00% CASGEN Mar 2026 310,000 $328K 0.25% DBT
122 COUNTY OF SACRAMENT 5.00% SACAPT Mar 2026 300,000 $328K 0.25% DBT
123 CALIFORNIA STATEWID 5.00% CASGEN Mar 2026 300,000 $312K 0.24% DBT
124 SANTA CRUZ COUNTY C 4.00% SCZGEN Mar 2026 300,000 $311K 0.24% DBT
125 CALIFORNIA STATEWID 5.00% CASDEV Mar 2026 270,000 $284K 0.22% DBT
126 CALIFORNIA HEALTH FAC VAR CASMED Mar 2026 225,000 $251K 0.19% DBT
127 FOOTHILL-EASTERN TR 4.00% FOOTRN Mar 2026 250,000 $237K 0.18% DBT
128 CITY OF SAN FRANCIS 5.00% SFOWTR Mar 2026 205,000 $236K 0.18% DBT
129 CALIFORNIA STATEWID 5.00% CASDEV Mar 2026 200,000 $214K 0.16% DBT
130 CALIFORNIA MUNICIPA 4.00% CASFIN Mar 2026 250,000 $208K 0.16% DBT
131 CALIFORNIA MUNICIPA 4.00% CASFIN Mar 2026 175,000 $157K 0.12% DBT
132 CITY OF MENIFEE CA 3.00% MNEGEN Mar 2026 165,000 $130K 0.10% DBT
133 UNIVERSITY OF CALIF 5.00% UNVHGR Mar 2026 85,000 $89K 0.07% DBT