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Holdings (Monthly) Guide ↗

Penn Series Limited Maturity Bond Fund

· Penn Series Funds Inc
Monthly Holdings $67M AUM 53 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 GS MORTGAGE-BACKED SECURITIES TRUST 2021-PJ7 36262CAJ9 Mar 2026 3,209,568 $2.9M 4.30% ABS-O
2 SLM Student Loan Trust 2014-2 78448GAC4 Mar 2026 2,477,152 $2.4M 3.65% ABS-O
3 NELNET STUDENT LOAN TRUST 2004-4 64031QBL4 Mar 2026 2,284,939 $2.3M 3.38% ABS-O
4 Navient Private Education Refi Loan Trust 2020-E 63941TAA4 Mar 2026 2,275,314 $2.1M 3.19% ABS-O
5 BX TRUST 2018-BILT 12433LAA3 Mar 2026 2,000,000 $2.0M 2.99% ABS-O
6 BX Trust 2018-Bilt 05619PAA4 Mar 2026 2,000,000 $2.0M 2.98% ABS-O
7 FREMF 2017-K65 MORTGAGE TRUST 30302XAE9 Mar 2026 2,000,000 $2.0M 2.97% ABS-O
8 ECMC GROUP STUDENT LOAN TRUST 2018-2 26829GAA6 Mar 2026 2,000,996 $2.0M 2.96% ABS-O
9 Swch Commercial Mortgage Trust 2025-Data 78489CAA7 Mar 2026 2,000,000 $2.0M 2.95% ABS-O
10 ELLINGTON FINANCIAL MORTGAGE TRUST 2020-1 31574PAC9 Mar 2026 2,000,000 $2.0M 2.93% ABS-O
11 FS TRUST 2026-HULA 30345AAA6 Mar 2026 1,900,000 $1.9M 2.84% ABS-O
12 TOWD POINT MORTGAGE TRUST 2020-4 89179JAB2 Mar 2026 2,240,000 $1.8M 2.76% ABS-O
13 PMT LOAN TRUST 2025-J4 69383LAJ4 Mar 2026 1,832,975 $1.8M 2.72% ABS-O
14 OBX 2023-NQM8 TRUST 67118CAA9 Mar 2026 1,693,243 $1.7M 2.55% ABS-O
15 Dominos Pizza Inc. 25755TAN0 Mar 2026 1,750,500 $1.7M 2.48% ABS-O
16 Sequoia Mortgage Trust 2021-5 81748XAE4 Mar 2026 1,787,946 $1.6M 2.35% ABS-O
17 FIRST EAGLE BSL CLO 2019-1 LTD 32010FAA5 Mar 2026 1,500,000 $1.5M 2.25% ABS-CBDO
18 First Maryland Capital II 32082CAC1 Mar 2026 1,500,000 $1.5M 2.23% DBT
19 Open Text Corp 683715AC0 Mar 2026 1,500,000 $1.4M 2.16% DBT
20 WIND RIVER 2021-2 CLO LTD 97315VAL1 Mar 2026 1,400,000 $1.4M 2.09% ABS-CBDO
21 SMB Private Education Loan Trust 2020-PT-B 78449DAB2 Mar 2026 1,463,565 $1.4M 2.07% ABS-O
22 Federal National Mortgage Association 3136AA6N0 Mar 2026 1,443,926 $1.3M 1.98% ABS-O
23 State Street Corp. 857477AX1 Mar 2026 1,305,000 $1.3M 1.94% DBT
24 Wells Fargo & Co. 949746TF8 Mar 2026 1,250,000 $1.2M 1.87% DBT
25 VERUS SECURITIZATION TRUST 2026-3 92490HAE6 Mar 2026 1,250,000 $1.2M 1.86% ABS-O
26 FREMF 2012-KF01 MORTGAGE TRUST 30297LAG7 Mar 2026 1,224,000 $1.2M 1.80% ABS-O
27 SMB Private Education Loan Trust 2017-A 78448WAD7 Mar 2026 1,173,035 $1.2M 1.74% ABS-O
28 General Motors Financial Company Inc 37045XFB7 Mar 2026 1,000,000 $1.0M 1.52% DBT
29 Repsol E&p Capital Markets US LLC 76026AAA5 Mar 2026 1,000,000 $1.0M 1.50% DBT
30 PacifiCorp. 695114DN5 Mar 2026 1,000,000 $1.0M 1.50% DBT
31 Ford Motor Credit Company LLC 345397F81 Mar 2026 1,000,000 $1.0M 1.50% DBT
32 Helmerich & Payne Inc 423452AL5 Mar 2026 1,000,000 $1.0M 1.50% DBT
33 HALSEYPOINT CLO II LTD 2020-02 40638TAN2 Mar 2026 1,000,000 $1.0M 1.50% ABS-CBDO
34 Smb Private Education Loan Trust 2021-C 83208AAE3 Mar 2026 1,022,781 $999K 1.49% ABS-O
35 Cargill Inc. 141781CF9 Mar 2026 1,000,000 $985K 1.47% DBT
36 DELTA AIR LINES INC 830867AB3 Mar 2026 984,500 $983K 1.47% DBT
37 FLAGSTAR MORTGAGE TRUST 2020-2 33851KAG1 Mar 2026 1,054,761 $921K 1.38% ABS-O
38 Smb Private Ed Ln Tr 2015-A 78448PAF7 Mar 2026 917,000 $914K 1.37% ABS-O
39 Jp Morgan Mortgage Trust 2019-9 46651YAC4 Mar 2026 942,065 $854K 1.28% ABS-O
40 Ecmc Group Student Loan Trust 2019-1 26829XAA9 Mar 2026 948,668 $842K 1.26% ABS-O
41 WELLS FARGO MORTGAGE BACKED SECURITIES 2020-2 TRUST 95002QAA8 Mar 2026 943,304 $822K 1.23% ABS-O
42 Verus Securitization Trust 2019-Inv3 92540DAB1 Mar 2026 803,284 $808K 1.21% ABS-O
43 CLOVER CLO 2021-1 LLC 18914KAA0 Mar 2026 800,000 $798K 1.19% ABS-CBDO
44 PRKCM 2023-AFC3 TRUST 693984AB2 Mar 2026 783,713 $786K 1.18% ABS-O
45 NAVIENT PRIVATE EDUCATION REFI LOAN TRUST 2019-C 63940YAC0 Mar 2026 800,000 $765K 1.14% ABS-O
46 Las Vegas Sands Corp 517834AM9 Mar 2026 750,000 $760K 1.14% DBT
47 SMB Private Education Loan Trust 784456AE5 Mar 2026 658,923 $655K 0.98% ABS-O
48 CCO HOLDINGS LLC 1248EPBT9 Mar 2026 462,000 $461K 0.69% DBT
49 CITIGROUP MORTGAGE LOAN TRUST 2003-UP3 17322NAA2 Mar 2026 460,887 $436K 0.65% ABS-O
50 BlackRock Liquidity Funds TFDXX Mar 2026 371,801 $372K 0.56% STIV
51 Concentrix Corp. 20602DAA9 Mar 2026 250,000 $251K 0.38% DBT
52 ANGEL OAK MORTGAGE TRUST 2020-1 03464RAC7 Mar 2026 220,544 $216K 0.32% ABS-O
53 Obx 2019-Inv2 Trust 67112VAE5 Mar 2026 173,935 $163K 0.24% ABS-O