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Holdings (Monthly) Guide ↗

The Osterweis Strategic Income Fund

· Professionally Managed Portfolios
Monthly Holdings $5.8B AUM 168 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 MSILF Treasury Securities Port MSUXX Jun 2026 194,304,397 $194.3M 3.37% STIV
2 Federated Hermes US Treasury C UTIXX Jun 2026 194,304,397 $194.3M 3.37% STIV
3 First American US Treasury Mon FORXX Jun 2026 182,874,726 $182.9M 3.17% STIV
4 UNISYS CORP 909214BX5 Jun 2026 85,000,000 $80.0M 1.39% DBT
5 CONDUENT BUS SERVICES 20679LAB7 Jun 2026 84,500,000 $71.3M 1.24% DBT
6 KEHE DIST/FIN / NEXTWAVE 487526AC9 Jun 2026 62,750,000 $65.8M 1.14% DBT
7 COEUR MINING INC 192108BC1 Jun 2026 66,150,000 $65.6M 1.14% DBT
8 PITNEY BOWES INC 724479AQ3 Jun 2026 64,645,000 $65.6M 1.14% DBT
9 BANIJAY ENTERTAINMENT 060335AB2 Jun 2026 59,944,000 $61.5M 1.07% DBT
10 MARRIOTT VACATION WORLDW 57164YAF4 Jun 2026 62,510,000 $61.5M 1.07% DBT
11 GRIFFON CORPORATION 398433AP7 Jun 2026 60,288,000 $60.3M 1.05% DBT
12 UPBOUND GROUP INC 76009NAL4 Jun 2026 60,525,000 $60.0M 1.04% DBT
13 WILLIAM CARTER 96926JAG2 Jun 2026 57,800,000 $59.8M 1.04% DBT
14 IAMGOLD CORP 450913AF5 Jun 2026 56,727,000 $56.6M 0.98% DBT
15 AMN HEALTHCARE INC 00175PAD5 Jun 2026 56,050,000 $56.4M 0.98% DBT
16 AFFIRM HOLDINGS INC 00827BAB2 Jun 2026 56,750,000 $55.9M 0.97% DBT
17 ENOVA INTERNATIONAL INC 29357KAK9 Jun 2026 51,950,000 $54.4M 0.94% DBT
18 RISEWELL HOMES INC 645370AF4 Jun 2026 52,500,000 $54.4M 0.94% DBT
19 KEN GARFF AUTOMOTIVE LLC 48850PAA2 Jun 2026 54,664,000 $54.2M 0.94% DBT
20 K HOVNANIAN ENTERPRISES 48251UAP3 Jun 2026 52,400,000 $54.1M 0.94% DBT
21 CHAMPION IRON CANADA INC 15853BAA9 Jun 2026 51,750,000 $53.6M 0.93% DBT
22 SUNCOKE ENERGY INC 86722AAD5 Jun 2026 55,986,000 $53.0M 0.92% DBT
23 CPI CG INC 12598FAC3 Jun 2026 50,251,000 $52.9M 0.92% DBT
24 WABASH NATIONAL CORP 929566AL1 Jun 2026 56,550,000 $52.6M 0.91% DBT
25 UNITED NATURAL FOODS INC 911163AA1 Jun 2026 52,027,000 $52.1M 0.90% DBT
26 AMERICAN AIRLINES INC 023771T32 Jun 2026 51,307,000 $52.0M 0.90% DBT
27 C&S GROUP ENTERPRISES LL 12467AAF5 Jun 2026 54,580,000 $51.8M 0.90% DBT
28 GLOBAL INFRASTRUCTURE SO 37960XAA5 Jun 2026 51,157,000 $51.2M 0.89% DBT
29 CONSTELLATION EN GEN LLC CEGPP Jun 2026 50,000,000 $50.0M 0.87% STIV
30 HALEON UK CAPITAL PLC HLNUK Jun 2026 50,000,000 $50.0M 0.87% STIV
31 BOSTON SCIENTIFIC CORP BSX Jun 2026 50,000,000 $50.0M 0.87% STIV
32 EMPIRE COMMUNITIES CORP 29163VAG8 Jun 2026 48,250,000 $50.0M 0.87% DBT
33 EATON CAPITAL UNLIMITED ETNCAP Jun 2026 50,000,000 $50.0M 0.87% STIV
34 SEMPRA SRECP Jun 2026 50,000,000 $50.0M 0.87% STIV
35 HCA INC HCA Jun 2026 50,000,000 $50.0M 0.87% STIV
36 KEURIG DR PEPPER INC KDPCP Jun 2026 50,000,000 $49.9M 0.87% STIV
37 SHERWIN-WILLIAMS CO SHW Jun 2026 50,000,000 $49.9M 0.87% STIV
38 VISTRA OPERATIONS CO LLC 92840VAP7 Jun 2026 47,666,000 $49.9M 0.87% DBT
39 TUTOR PERINI CORP 901109AH1 Jun 2026 49,500,000 $49.9M 0.87% DBT
40 DOLLARAMA INC. DOLCP Jun 2026 50,000,000 $49.8M 0.86% STIV
41 JABIL INC JBLPP Jun 2026 50,000,000 $49.7M 0.86% STIV
42 AMERICAN HONDA FINANCE HNDAF Jun 2026 50,000,000 $49.7M 0.86% STIV
43 JETBLUE AIRWAYS/LOYALTY 476920AA1 Jun 2026 54,650,000 $49.6M 0.86% DBT
44 AIR CANADA 2020-1C PTT 008911BD0 Jun 2026 49,524,000 $49.5M 0.86% DBT
45 ADVANCE AUTO PARTS 00751YAK2 Jun 2026 46,040,000 $47.2M 0.82% DBT
46 TRAVEL + LEISURE CO 98310WAN8 Jun 2026 46,723,000 $46.8M 0.81% DBT
47 NEW ENTERPRISE STONE & L 644274AH5 Jun 2026 46,500,000 $46.4M 0.80% DBT
48 GENUINE PARTS CO GENPRC Jun 2026 45,500,000 $45.4M 0.79% STIV
49 MCCORMICK & COMPANY INC MKCPP Jun 2026 45,000,000 $44.9M 0.78% STIV
50 ALLEGIANT TRAVEL CO 01748XAE2 Jun 2026 44,250,000 $44.8M 0.78% DBT
51 CCO HLDGS LLC/CAP CORP 1248EPBX0 Jun 2026 44,475,000 $43.9M 0.76% DBT
52 STRYKER CORP SYKCP Jun 2026 42,400,000 $42.2M 0.73% STIV
53 SIMMONS FOOD INC/SIMMONS 82873MAA1 Jun 2026 43,604,000 $42.1M 0.73% DBT
54 REAL ALLOY EQUITY N/A Jun 2026 666 $42.1M 0.73% EC
55 ADAMS HOMES INC 00623PAB7 Jun 2026 40,389,000 $41.8M 0.72% DBT
56 VIKING CRUISES LTD 92676XAF4 Jun 2026 41,342,000 $41.5M 0.72% DBT
57 IRON MOUNTAIN INC 46284VAP6 Jun 2026 40,206,000 $41.0M 0.71% DBT
58 TIDEWATER INC 88642RAE9 Jun 2026 37,875,000 $40.6M 0.70% DBT
59 NGL ENRGY OP/FIN CORP 62922LAC2 Jun 2026 38,780,000 $40.1M 0.70% DBT
60 HARLEY-DAVIDSON FINL SER HDFUND Jun 2026 40,000,000 $40.0M 0.69% STIV
61 BROOKFIELD BRP HOLDINGS BRPCP Jun 2026 40,000,000 $39.9M 0.69% STIV
62 PEBBLEBROOK HOTEL TRUST 70509VAA8 Jun 2026 40,050,000 $39.8M 0.69% DBT
63 ADVANCED DRAINAGE SYSTEM 00790RAB0 Jun 2026 38,991,000 $39.7M 0.69% DBT
64 UNITED WHOLESALE MTGE LL 913229AA8 Jun 2026 42,195,000 $39.3M 0.68% DBT
65 VICI PROPERTIES / NOTE 92564RAA3 Jun 2026 39,276,000 $39.2M 0.68% DBT
66 OXFORD FIN LLC/CO-ISS II 69145LAE4 Jun 2026 39,400,000 $39.1M 0.68% DBT
67 BELL CANADA BELCAN Jun 2026 39,000,000 $39.0M 0.68% STIV
68 NEO NEXT+ENERGY HOLD LTD DL1692144 Jun 2026 39,400,000 $38.8M 0.67% DBT
69 RXO INC 74982TAA1 Jun 2026 38,000,000 $38.6M 0.67% DBT
70 TUTOR PERINI CORP 901109AG3 Jun 2026 34,417,000 $37.5M 0.65% DBT
71 ADIENT GLOBAL HOLDINGS 00687YAD7 Jun 2026 36,000,000 $37.2M 0.64% DBT
72 MANITOWOC COMPANY INC 563571AN8 Jun 2026 34,500,000 $37.1M 0.64% DBT
73 GOODYEAR TIRE & RUBBER 382550BS9 Jun 2026 38,082,000 $36.8M 0.64% DBT
74 ACCENDRA HEALTH INC 690732AJ1 Jun 2026 39,489,194 $36.8M 0.64% DBT
75 CALUMET SPECIALTY PROD 131477AZ4 Jun 2026 35,000,000 $35.9M 0.62% DBT
76 TRAVEL + LEISURE CO 894164AD4 Jun 2026 35,000,000 $35.2M 0.61% DBT
77 EXTRA SPACE STORAGE LP EXSPL Jun 2026 35,000,000 $35.0M 0.61% STIV
78 AMERICAN AXLE & MFG INC 02406PBD1 Jun 2026 34,750,000 $34.3M 0.60% DBT
79 ENPRO INC 29355XAH0 Jun 2026 33,604,000 $34.1M 0.59% DBT
80 DELUXE CORP 248019AU5 Jun 2026 33,721,000 $34.0M 0.59% DBT
81 SONIC AUTOMOTIVE INC 83545GBD3 Jun 2026 34,500,000 $33.9M 0.59% DBT
82 REDFIN CORP 75737FAE8 Jun 2026 34,877,000 $33.7M 0.58% DBT
83 NISSAN MOTOR ACCEPTANCE 65480CAC9 Jun 2026 33,400,000 $33.1M 0.57% DBT
84 HARROW INC 415858AC3 Jun 2026 31,894,000 $32.3M 0.56% DBT
85 SM ENERGY CO 17888HAB9 Jun 2026 29,500,000 $30.8M 0.53% DBT
86 CONSOLIDATED ENERGY FIN 20914UAF3 Jun 2026 31,700,000 $30.5M 0.53% DBT
87 OWENS-BROCKWAY 69073TAW3 Jun 2026 29,606,000 $30.3M 0.53% DBT
88 ZIFF DAVIS INC 48123VAE2 Jun 2026 30,595,000 $30.3M 0.53% DBT
89 CALUMET SPECIALTY PROD 131477AW1 Jun 2026 29,232,000 $30.0M 0.52% DBT
90 ATLANTICUS HOLDINGS CORP 04914AAA2 Jun 2026 29,500,000 $29.9M 0.52% DBT
91 CLOROX COMPANY CLXPP Jun 2026 30,000,000 $29.8M 0.52% STIV
92 KBR INC 48242WAC0 Jun 2026 29,780,000 $29.4M 0.51% DBT
93 CENTURY ALUMINUM COMPANY 156431AS7 Jun 2026 27,500,000 $28.3M 0.49% DBT
94 HMH HOLDING BV DC0528638 Jun 2026 27,200,000 $27.8M 0.48% DBT
95 BLACKSTONE MORTGAGE TR 09257WAF7 Jun 2026 26,000,000 $27.0M 0.47% DBT
96 GOODYEAR TIRE & RUBBER 382550BT7 Jun 2026 26,300,000 $26.5M 0.46% DBT
97 API GROUP DE INC 001877AA7 Jun 2026 26,650,000 $25.6M 0.44% DBT
98 FIRSTCASH INC 33767DAD7 Jun 2026 24,500,000 $25.2M 0.44% DBT
99 BURFORD CAPITAL GLBL FIN 12116LAA7 Jun 2026 25,489,000 $25.2M 0.44% DBT
100 PRIMO / TRITON WATER HLD 74168RAB9 Jun 2026 25,728,000 $25.1M 0.44% DBT
101 O'REILLY AUTOMOTIVE INC ORLY Jun 2026 25,000,000 $25.0M 0.43% STIV
102 EZCORP INC 302301AJ5 Jun 2026 23,500,000 $24.7M 0.43% DBT
103 SM ENERGY CO 78454LAZ3 Jun 2026 24,750,000 $24.4M 0.42% DBT
104 SIGNATURE AVIATION US BBALN Jun 2026 25,600,000 $24.3M 0.42% DBT
105 DELUXE CORP 248019AW1 Jun 2026 23,450,000 $24.3M 0.42% DBT
106 PENSKE TRUCK LEASING CO PENSKE Jun 2026 24,000,000 $23.8M 0.41% STIV
107 BELL CANADA BELCAN Jun 2026 23,366,000 $23.3M 0.40% STIV
108 US FOODS INC 90290MAD3 Jun 2026 23,384,000 $23.1M 0.40% DBT
109 AMERICAN AIRLINES/AADVAN 00253XAB7 Jun 2026 22,500,000 $22.6M 0.39% DBT
110 CROWN AMER/CAP CORP V 22819KAB6 Jun 2026 22,010,000 $22.0M 0.38% DBT
111 ACCENDRA HEALTH INC 690732AK8 Jun 2026 31,176,760 $21.3M 0.37% DBT
112 HERC HOLDINGS INC 42704LAF1 Jun 2026 20,050,000 $20.7M 0.36% DBT
113 SERICA ENERGY PLC DJ5130286 Jun 2026 20,400,000 $20.6M 0.36% DBT
114 CONSOLIDATED ENERGY FIN 20914UAH9 Jun 2026 19,750,000 $20.5M 0.36% DBT
115 THE BANCORP INC 05969AAB1 Jun 2026 19,500,000 $20.0M 0.35% DBT
116 IRON MOUNTAIN INC 46284VAE1 Jun 2026 20,000,000 $20.0M 0.35% DBT
117 RYDER SYSTEM INC R Jun 2026 20,000,000 $20.0M 0.35% STIV
118 FIRSTCASH INC 31944TAA8 Jun 2026 19,500,000 $19.4M 0.34% DBT
119 GLOBAL PART/GLP FINANCE 37954FAL8 Jun 2026 18,700,000 $18.9M 0.33% DBT
120 GFL ENVIRONMENTAL HOL 36273TAA8 Jun 2026 18,500,000 $18.1M 0.31% DBT
121 VISTRA OPERATIONS CO LLC 92840VAF9 Jun 2026 17,150,000 $17.1M 0.30% DBT
122 TYLER TECHNOLOGIES INC 902252AE5 Jun 2026 17,000,000 $16.9M 0.29% DBT
123 INEOS QUATTRO FINANCE 2 45674GAB0 Jun 2026 17,500,000 $16.4M 0.29% DBT
124 RISEWELL HOMES INC 645370AG2 Jun 2026 14,750,000 $15.1M 0.26% DBT
125 HARLEY-DAVIDSON FINL SER HDFUND Jun 2026 15,000,000 $15.0M 0.26% STIV
126 ADIENT GLOBAL HOLDINGS 00687YAB1 Jun 2026 14,650,000 $14.9M 0.26% DBT
127 FIRSTCASH INC 33767DAB1 Jun 2026 15,000,000 $14.8M 0.26% DBT
128 UPWORK INC 91688FAB0 Jun 2026 14,680,000 $14.6M 0.25% DBT
129 SUNOCO LP 86765KAM1 Jun 2026 14,750,000 $14.6M 0.25% DBT
130 IQVIA INC 449934AD0 Jun 2026 14,500,000 $14.5M 0.25% DBT
131 PERFORMANCE FOOD GROUP I 71376LAH3 Jun 2026 14,500,000 $14.2M 0.25% DBT
132 AMERICAN AXLE & MFG INC 02406PBA7 Jun 2026 13,762,000 $13.9M 0.24% DBT
133 UNITED WHOLESALE MTGE LL 913229AC4 Jun 2026 13,943,000 $13.8M 0.24% DBT
134 HAS CAP INC OPP FUND HASCAP Jun 2026 21,807,000 $13.7M 0.24% DBT
135 INSTALLED BUILDING PRODU 45780RAB7 Jun 2026 13,700,000 $13.5M 0.23% DBT
136 XEROX CORPORATION 984121CS0 Jun 2026 15,000,000 $13.3M 0.23% DBT
137 WORKIVA INC 98139AAB1 Jun 2026 12,936,000 $12.9M 0.22% DBT
138 GENESIS ENERGY LP/FIN 37185LAN2 Jun 2026 11,900,000 $12.5M 0.22% DBT
139 ENOVA INTERNATIONAL INC 29357KAH6 Jun 2026 11,750,000 $12.4M 0.22% DBT
140 PERENTI FINANCE PTY LTD 71367VAB5 Jun 2026 12,000,000 $12.4M 0.21% DBT
141 CACI INTERNATIONAL INC 127190AE6 Jun 2026 11,500,000 $11.7M 0.20% DBT
142 UWM HOLDINGS LLC 903522AB6 Jun 2026 12,500,000 $11.2M 0.19% DBT
143 BROOKFIELD INFRASTRUCTUR BIPCP Jun 2026 11,000,000 $11.0M 0.19% STIV
144 FORD MOTOR COMPANY F Jun 2026 9,000,000 $10.2M 0.18% DBT
145 CANPACK GROUP INC/SA 13804MAA0 Jun 2026 9,500,000 $9.6M 0.17% DBT
146 THOR INDUSTRIES 885160AA9 Jun 2026 10,000,000 $9.5M 0.16% DBT
147 GENESIS ENERGY LP/FIN 37185LAS1 Jun 2026 9,500,000 $9.4M 0.16% DBT
148 GOODYEAR TIRE & RUBBER 382550BJ9 Jun 2026 10,000,000 $9.0M 0.16% DBT
149 STL HOLDING CO LLC 861036AB7 Jun 2026 7,750,000 $8.1M 0.14% DBT
150 FORD MOTOR CREDIT CO LLC 345397B77 Jun 2026 7,541,000 $7.5M 0.13% DBT
151 CARRIAGE SERVICES INC 143905AP2 Jun 2026 7,800,000 $7.5M 0.13% DBT
152 ETSY INC 29786AAN6 Jun 2026 7,750,000 $7.1M 0.12% DBT
153 GLOBAL INFRASTRUCTURE SO 379968AA8 Jun 2026 7,000,000 $7.0M 0.12% DBT
154 KEHE DIST/FIN / NEXTWAVE 487930AA7 Jun 2026 6,750,000 $6.9M 0.12% DBT
155 COMMERCIAL METALS CO 201723AS2 Jun 2026 6,750,000 $6.7M 0.12% DBT
156 VISTRA OPERATIONS CO LLC 92840VAT9 Jun 2026 6,500,000 $6.5M 0.11% DBT
157 HERC HOLDINGS INC 42704LAH7 Jun 2026 5,500,000 $5.5M 0.10% DBT
158 CCO HLDGS LLC/CAP CORP 1248EPBT9 Jun 2026 4,584,000 $4.6M 0.08% DBT
159 CHOBANI LLC/FINANCE CORP 17027NAD4 Jun 2026 4,500,000 $4.6M 0.08% DBT
160 DIRECTV FIN LLC/COINC 25461LAA0 Jun 2026 4,269,000 $4.3M 0.07% DBT
161 NCR VOYIX CORP 62886EAY4 Jun 2026 3,825,000 $3.7M 0.06% DBT
162 HERC HOLDINGS INC 42704LAK0 Jun 2026 3,500,000 $3.5M 0.06% DBT
163 ADVANCED DRAINAGE SYSTEM 00790RAC8 Jun 2026 3,500,000 $3.4M 0.06% DBT
164 DORMAN PRODUCTS INC 258278AA8 Jun 2026 2,500,000 $2.5M 0.04% DBT
165 OWENS-BROCKWAY 69073TAU7 Jun 2026 2,000,000 $2.0M 0.03% DBT
166 GRANITE CONSTRUCTION INC 387328AG2 Jun 2026 1,750,000 $1.8M 0.03% DBT
167 ADR TONGJIANG CO. ESCROW N/A Jun 2026 61,582,000 $46K 0.00% EC
168 Southeastern Grocers Inc N/A Jun 2026 4,649,942 $465 0.00% EC