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Holdings (Monthly) Guide ↗

Core Bond Fund

· Ultra Series Fund
Monthly Holdings $46M AUM 17 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 2 New 1 Added 138 Reduced 17 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
CITIBANK NA 17325FBB3 250,000 SOLD $0.3M
TEXTRON INC 883203CC3 250,000 SOLD $0.2M
MORGAN STANLEY 6174468X0 250,000 SOLD $0.2M
OMEGA HLTHCARE INVESTORS 681936BM1 225,000 SOLD $0.2M
DEVON ENERGY CORPORATION 25179MBG7 200,000 SOLD $0.2M
UBS GROUP AG 902613AS7 200,000 SOLD $0.2M
MPLX LP 55336VBQ2 200,000 SOLD $0.2M
GLP CAPITAL LP / FIN II 361841AR0 200,000 SOLD $0.2M
TRACTOR SUPPLY CO 892356AA4 200,000 SOLD $0.2M
NASDAQ INC 63111XAD3 200,000 SOLD $0.2M
GARTNER INC 366651AC1 150,000 SOLD $0.1M
WELLS FARGO & COMPANY 95000U2S1 100,000 SOLD $0.1M
DELL INT LLC / EMC CORP 24703TAK2 62,000 SOLD $0.1M
Chesapeake Funding II LLC 165183CU6 66,057 SOLD $0.1M
AMERICAN AIRLINES/AADVAN 00253XAA9 16,667 SOLD $0.0M
Enterprise Fleet Financing LLC 29374GAB7 6,279 SOLD $0.0M
Government National Mortgage Association 38379LH33 4,003 SOLD $0.0M