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Holdings (Monthly) Guide ↗

Kinetics Multi-Disciplinary Income Portfolio

· Kinetics Portfolios Trust
Monthly Holdings $18M AUM 30 positions Period Mar 2026 Filed May 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 US BANK MMDA - USBGFS 7 USBGFS7 Mar 2026 1,659,439 $1.7M 9.24% STIV
2 Brant Point CLO Ltd 835932AC8 Mar 2026 1,000,000 $1.0M 5.58% ABS-CBDO
3 Sound Point CLO LTD 83617EAE0 Mar 2026 800,000 $801K 4.46% ABS-CBDO
4 Apex Credit CLO LLC 03754CAS4 Mar 2026 800,000 $800K 4.45% ABS-CBDO
5 Elevation CLO Ltd 28623FAN4 Mar 2026 750,000 $752K 4.19% ABS-CBDO
6 Atlantic Avenue Ltd 04822FAN4 Mar 2026 750,000 $750K 4.18% ABS-CBDO
7 Eaton Vance CDO Ltd 27830BCA0 Mar 2026 750,000 $750K 4.17% ABS-CBDO
8 Bluemountain CLO Ltd 09630MAQ3 Mar 2026 750,000 $749K 4.17% ABS-CBDO
9 Black Diamond CLO Ltd 09203BBA8 Mar 2026 750,000 $748K 4.16% ABS-CBDO
10 Venture CDO Ltd 92326GAW8 Mar 2026 625,000 $626K 3.48% ABS-CBDO
11 Brant Point CLO Ltd 104922AC3 Mar 2026 600,000 $601K 3.35% ABS-CBDO
12 Abry Liquid Credit CLO Ltd 00383LAC4 Mar 2026 530,000 $531K 2.95% ABS-CBDO
13 Fort Washington CLO 2019-1 34918QBA9 Mar 2026 500,000 $501K 2.79% ABS-CBDO
14 Venture CDO Ltd 92326CBC0 Mar 2026 500,000 $501K 2.79% ABS-CBDO
15 Battery Park CLO Ltd 07134CAQ0 Mar 2026 500,000 $501K 2.79% ABS-CBDO
16 Bluemountain CLO Ltd 09631RAQ1 Mar 2026 500,000 $501K 2.79% ABS-CBDO
17 Atlas Senior Loan Fund LTD 04942CAQ9 Mar 2026 500,000 $500K 2.79% ABS-CBDO
18 CIFC Funding Ltd 12553SAG9 Mar 2026 500,000 $500K 2.79% ABS-CBDO
19 Man Glg Us Clo 2018-2 Ltd 56166RAA0 Mar 2026 500,000 $500K 2.79% ABS-CBDO
20 Brant Point CLO Ltd 83617JAC3 Mar 2026 500,000 $500K 2.78% ABS-CBDO
21 Wind River CLO Ltd 97316RAS4 Mar 2026 500,000 $500K 2.78% ABS-CBDO
22 Sand Trust 80013TAQ6 Mar 2026 500,000 $500K 2.78% ABS-CBDO
23 Post CLO LTD 73743CAQ5 Mar 2026 500,000 $499K 2.78% ABS-CBDO
24 Eldridge CLO Ltd 284913AE0 Mar 2026 500,000 $499K 2.78% ABS-CBDO
25 HalseyPoint CLO I, Ltd. 40637LAC4 Mar 2026 475,000 $475K 2.65% ABS-CBDO
26 MOUNTAIN VIEW CLO 62432PAW2 Mar 2026 450,000 $450K 2.51% ABS-CBDO
27 Voya CLO Ltd 92918BAQ6 Mar 2026 430,000 $430K 2.39% ABS-CBDO
28 Venture CDO Ltd 92328XBF5 Mar 2026 250,000 $250K 1.39% ABS-CBDO
29 Madison Park Funding Ltd 55820FAN8 Mar 2026 250,000 $250K 1.39% ABS-CBDO
30 Invesco CLO LTD 46146VAQ2 Mar 2026 250,000 $250K 1.39% ABS-CBDO