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Holdings (Monthly) Guide ↗

Tributary Balanced Fund

· Tributary Capital Management, Llc
Monthly Holdings $81M AUM 183 positions Period Jun 2026 Filed Aug 14, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Jun 2026 17,843 $3.6M 4.40% EC
2 Apple Inc 037833100 Jun 2026 12,094 $3.5M 4.32% EC
3 US TREASURY N/B 91282CDY4 Jun 2026 3,760,000 $3.3M 4.09% DBT
4 US TREASURY N/B 912828Z94 Jun 2026 3,375,000 $3.1M 3.79% DBT
5 Alphabet Inc 02079K107 Jun 2026 8,179 $2.9M 3.56% EC
6 Microsoft Corp 594918104 Jun 2026 6,415 $2.4M 2.95% EC
7 US TREASURY N/B 91282CHT1 Jun 2026 2,145,000 $2.1M 2.57% DBT
8 Amazon.com Inc 023135106 Jun 2026 7,456 $1.8M 2.19% EC
9 Broadcom Inc 11135F101 Jun 2026 4,500 $1.7M 2.10% EC
10 US TREASURY N/B 91282CKD2 Jun 2026 1,580,000 $1.6M 1.95% DBT
11 Northern Trust Corp 665859104 Jun 2026 8,956 $1.6M 1.92% EC
12 JPMorgan Chase & Co 46625H100 Jun 2026 4,707 $1.5M 1.90% EC
13 MKS Inc 55306N104 Jun 2026 3,347 $1.5M 1.84% EC
14 Markel Group Inc 570535104 Jun 2026 754 $1.5M 1.82% EC
15 Abbott Laboratories 002824100 Jun 2026 14,650 $1.3M 1.64% EC
16 PTC Inc 69370C100 Jun 2026 10,263 $1.2M 1.44% EC
17 US TREASURY N/B 91282CLW9 Jun 2026 1,110,000 $1.1M 1.36% DBT
18 Meta Platforms Inc 30303M102 Jun 2026 1,916 $1.1M 1.33% EC
19 PepsiCo Inc 713448108 Jun 2026 7,740 $1.0M 1.29% EC
20 Littelfuse Inc 537008104 Jun 2026 2,267 $1.0M 1.27% EC
21 Ryan Specialty Holdings Inc 78351F107 Jun 2026 26,846 $1.0M 1.25% EC
22 Dorman Products Inc 258278100 Jun 2026 7,054 $963K 1.19% EC
23 Union Pacific Corp 907818108 Jun 2026 3,468 $943K 1.16% EC
24 Revvity Inc 714046109 Jun 2026 8,231 $916K 1.13% EC
25 Tesla Inc 88160R101 Jun 2026 2,120 $892K 1.10% EC
26 The Marzetti Co. 513847103 Jun 2026 7,705 $880K 1.08% EC
27 Quest Diagnostics Inc 74834L100 Jun 2026 4,101 $869K 1.07% EC
28 Walt Disney Co/The 254687106 Jun 2026 8,729 $840K 1.04% EC
29 Eli Lilly & Co 532457108 Jun 2026 695 $834K 1.03% EC
30 RTX Corp 75513E101 Jun 2026 4,237 $804K 0.99% EC
31 Broadridge Financial Solutions 11133T103 Jun 2026 5,700 $781K 0.96% EC
32 Exxon Mobil Corp 30231G102 Jun 2026 5,675 $776K 0.96% EC
33 Mastercard Inc 57636Q104 Jun 2026 1,420 $729K 0.90% EC
34 MasTec Inc 576323109 Jun 2026 1,715 $714K 0.88% EC
35 Tractor Supply Co 892356106 Jun 2026 22,287 $704K 0.87% EC
36 Berkshire Hathaway Inc 084670702 Jun 2026 1,405 $703K 0.87% EC
37 Amphenol Corp 032095101 Jun 2026 3,985 $703K 0.87% EC
38 AMN Healthcare Services Inc 001744101 Jun 2026 20,158 $653K 0.80% EC
39 AMETEK Inc 031100100 Jun 2026 2,530 $612K 0.75% EC
40 N/A 09248U718 Jun 2026 611,612 $612K 0.75% STIV
41 Costco Wholesale Corp 22160K105 Jun 2026 630 $589K 0.73% EC
42 Chubb Ltd H1467J104 Jun 2026 1,705 $581K 0.72% EC
43 Tetra Tech Inc 88162G103 Jun 2026 19,952 $576K 0.71% EC
44 US TREASURY N/B 91282CNT4 Jun 2026 570,000 $563K 0.69% DBT
45 Waste Management Inc 94106L109 Jun 2026 2,290 $510K 0.63% EC
46 Home Depot Inc/The 437076102 Jun 2026 1,385 $488K 0.60% EC
47 Linde PLC G54950103 Jun 2026 930 $483K 0.60% EC
48 NextEra Energy Inc 65339F101 Jun 2026 5,260 $462K 0.57% EC
49 Southern Co/The 842587107 Jun 2026 4,475 $428K 0.53% EC
50 Monolithic Power Systems Inc 609839105 Jun 2026 290 $401K 0.49% EC
51 First Industrial Realty Trust 32054K103 Jun 2026 6,320 $387K 0.48% EC
52 Phillips 66 718546104 Jun 2026 2,155 $364K 0.45% EC
53 EOG Resources Inc 26875P101 Jun 2026 2,725 $354K 0.44% EC
54 Booking Holdings Inc 09857L108 Jun 2026 1,975 $352K 0.43% EC
55 Atmos Energy Corp 049560105 Jun 2026 1,995 $344K 0.42% EC
56 Diamondback Energy Inc 25278X109 Jun 2026 1,880 $330K 0.41% EC
57 INTERCONTINENTALEXCHANGE 45866FAK0 Jun 2026 350,000 $317K 0.39% DBT
58 WELLS FARGO & COMPANY 95000U3N1 Jun 2026 310,000 $309K 0.38% DBT
59 VERIZON COMMUNICATIONS 92343VGY4 Jun 2026 319,000 $309K 0.38% DBT
60 CITIGROUP INC 172967NU1 Jun 2026 310,000 $308K 0.38% DBT
61 EXELON CORP 30161NBR1 Jun 2026 300,000 $304K 0.37% DBT
62 MCDONALD'S CORP 58013MFM1 Jun 2026 330,000 $303K 0.37% DBT
63 MORGAN STANLEY 61747YEU5 Jun 2026 305,000 $303K 0.37% DBT
64 MARS INC 571676AY1 Jun 2026 300,000 $301K 0.37% DBT
65 Avant Loans Funding Trust 05352BAA6 Jun 2026 300,000 $300K 0.37% ABS-MBS
66 QUALCOMM INC 747525BK8 Jun 2026 328,000 $300K 0.37% DBT
67 JPMORGAN CHASE & CO 46647PEC6 Jun 2026 295,000 $299K 0.37% DBT
68 AT&T INC 00206RGQ9 Jun 2026 303,000 $299K 0.37% DBT
69 GOLDMAN SACHS GROUP INC 38141GZM9 Jun 2026 330,000 $299K 0.37% DBT
70 US BANCORP 91159HJL5 Jun 2026 300,000 $296K 0.37% DBT
71 DOLLAR GENERAL CORP 256677AG0 Jun 2026 310,000 $296K 0.36% DBT
72 CBRE SERVICES INC 12505BAE0 Jun 2026 326,000 $293K 0.36% DBT
73 TSY INFL IX N/B 912810PV4 Jun 2026 185,000 $292K 0.36% DBT
74 US TREASURY N/B 91282CPJ4 Jun 2026 300,000 $290K 0.36% DBT
75 Chase Auto Owner Trust 16144KAD0 Jun 2026 280,000 $284K 0.35% ABS-MBS
76 Freddie Mac 3137HPG49 Jun 2026 278,938 $277K 0.34% ABS-MBS
77 Wells Fargo Commercial Mortgag 95003PAA9 Jun 2026 275,000 $275K 0.34% ABS-MBS
78 ENACT HOLDINGS INC 29249EAA7 Jun 2026 250,000 $257K 0.32% DBT
79 PAYCHEX INC 704326AA5 Jun 2026 255,000 $257K 0.32% DBT
80 WASTE MANAGEMENT INC 94106LBP3 Jun 2026 285,000 $248K 0.31% DBT
81 ENERGY TRANSFER LP 292480AL4 Jun 2026 245,000 $246K 0.30% DBT
82 CAMPBELLS COMPANY/THE 134429BJ7 Jun 2026 270,000 $245K 0.30% DBT
83 Freddie Mac 3137HQ3Q2 Jun 2026 242,769 $243K 0.30% ABS-MBS
84 Fannie Mae 3136BWMS2 Jun 2026 237,021 $236K 0.29% ABS-MBS
85 AGILENT TECHNOLOGIES INC 00846UAM3 Jun 2026 260,000 $236K 0.29% DBT
86 Freddie Mac - SLST 35564CDD6 Jun 2026 240,000 $224K 0.28% ABS-CBDO
87 WSTN Trust 92943AAA2 Jun 2026 220,000 $222K 0.27% ABS-MBS
88 BMW FINANCE NV 05600LAC0 Jun 2026 230,000 $218K 0.27% DBT
89 WALT DISNEY COMPANY/THE 254687FX9 Jun 2026 235,000 $217K 0.27% DBT
90 ORACLE CORP 68389XCD5 Jun 2026 225,000 $215K 0.27% DBT
91 REGIONS FINANCIAL CORP 7591EPAT7 Jun 2026 225,000 $212K 0.26% DBT
92 FORD MOTOR CREDIT CO LLC 345397E58 Jun 2026 200,000 $202K 0.25% DBT
93 SOFI CONSUMER LOAN PROGRAM TRU 83406YAB7 Jun 2026 200,000 $201K 0.25% ABS-MBS
94 FCCU Auto Receivables Trust 31424YAD0 Jun 2026 200,000 $201K 0.25% ABS-MBS
95 APTARGROUP INC 038336AB9 Jun 2026 200,000 $198K 0.24% DBT
96 Wells Fargo Commercial Mortgag 95005BAB6 Jun 2026 200,000 $197K 0.24% ABS-MBS
97 Hudson Yards 44421GAA1 Jun 2026 200,000 $190K 0.23% ABS-CBDO
98 FRTKL 30322DAA7 Jun 2026 190,000 $189K 0.23% ABS-MBS
99 CF Hippolyta Issuer LLC 12530MAA3 Jun 2026 227,676 $188K 0.23% ABS-CBDO
100 Space Coast Credit Union 78436RAE0 Jun 2026 183,121 $184K 0.23% ABS-MBS
101 HUNTINGTON INGALLS INDUS 446413AL0 Jun 2026 185,000 $182K 0.22% DBT
102 BANK OF AMERICA CORP 06051GMM8 Jun 2026 175,000 $179K 0.22% DBT
103 BofA Auto Trust 09709AAD4 Jun 2026 175,000 $176K 0.22% ABS-MBS
104 UNION PACIFIC CORP 907818EY0 Jun 2026 175,000 $173K 0.21% DBT
105 AMERICAN HONDA FINANCE 02665WGK1 Jun 2026 170,000 $169K 0.21% DBT
106 Greensky Home Improvement Issu 39571YAA0 Jun 2026 165,000 $165K 0.20% ABS-MBS
107 ENERGY TRANSFER LP 29273VAY6 Jun 2026 160,000 $163K 0.20% DBT
108 NISOURCE INC 65473PBB0 Jun 2026 155,000 $155K 0.19% DBT
109 Aligned Data Centers Issuer LL 01627AAA6 Jun 2026 155,000 $154K 0.19% ABS-CBDO
110 NNN REIT INC 637417AU0 Jun 2026 155,000 $154K 0.19% DBT
111 IP 2025-IP Mortgage Trust 449843AA9 Jun 2026 150,000 $151K 0.19% ABS-MBS
112 Wells Fargo Commercial Mortgag 95004JAC8 Jun 2026 145,000 $150K 0.19% ABS-MBS
113 Capteris Equipment Finance 14077FAC9 Jun 2026 150,000 $148K 0.18% ABS-MBS
114 AMAZON.COM INC 023135DE3 Jun 2026 150,000 $148K 0.18% DBT
115 KNDR 2021-KIND A 482606AA8 Jun 2026 143,799 $144K 0.18% ABS-CBDO
116 GREAT AMERICA LEASING RECEIVAB 39154TCJ5 Jun 2026 141,273 $142K 0.17% ABS-MBS
117 PEAC Solutions Receivables LLC 69392HAC7 Jun 2026 140,000 $141K 0.17% ABS-MBS
118 SOFI CONSUMER LOAN PROGRAM TRU 83390JAB8 Jun 2026 135,000 $135K 0.17% ABS-MBS
119 SOFI CONSUMER LOAN PROGRAM TRU 83408EAB9 Jun 2026 135,000 $134K 0.17% ABS-MBS
120 Truist Bank Auto Credit-Linked 897926CB5 Jun 2026 134,722 $134K 0.17% ABS-MBS
121 GS Mortgage Securities Trust 36258RBB8 Jun 2026 135,879 $130K 0.16% ABS-CBDO
122 Truist Bank Auto Credit-Linked 897926DQ1 Jun 2026 130,000 $130K 0.16% ABS-MBS
123 Tricon Residential 89616QAA9 Jun 2026 128,918 $128K 0.16% ABS-CBDO
124 Liberty Street Trust 50178LAA2 Jun 2026 130,000 $128K 0.16% ABS-MBS
125 Progress Residential Trust 74333HAA3 Jun 2026 118,794 $119K 0.15% ABS-MBS
126 Ellington Financial Mortgage T 26846MAA2 Jun 2026 118,464 $117K 0.14% ABS-MBS
127 Brean Asset Backed Securities 10638CAA0 Jun 2026 118,746 $114K 0.14% ABS-MBS
128 AMERICAN HONDA FINANCE 02665WGR6 Jun 2026 115,000 $114K 0.14% DBT
129 BAYLOR SCOTT & WHITE HOL 072863AH6 Jun 2026 125,000 $111K 0.14% DBT
130 FannieMae Grantor Trust 31392DSE3 Jun 2026 106,824 $110K 0.14% ABS-MBS
131 Onslow Bay Financial LLC 67116WAC3 Jun 2026 120,778 $109K 0.13% ABS-MBS
132 BANK OF AMERICA CORP 06051GJT7 Jun 2026 120,000 $109K 0.13% DBT
133 Vantage Data Centers LLC 92212KAH9 Jun 2026 110,000 $108K 0.13% ABS-CBDO
134 GreenState Auto Receivables Tr 39573AAC6 Jun 2026 105,576 $106K 0.13% ABS-CBDO
135 M&T Equipment Notes 55376YAD7 Jun 2026 105,000 $105K 0.13% ABS-CBDO
136 AIRBNB INC 009066AD3 Jun 2026 105,000 $104K 0.13% DBT
137 Post Road Equipment Finance 73747LAB4 Jun 2026 103,584 $104K 0.13% ABS-MBS
138 Chase Mortgage Finance Corpora 16159LAC2 Jun 2026 113,685 $103K 0.13% ABS-MBS
139 Tricon American Homes 89613JAA8 Jun 2026 106,891 $102K 0.13% ABS-CBDO
140 Greensky Home Improvement Issu 39571MAC2 Jun 2026 100,000 $101K 0.12% ABS-CBDO
141 Kubota Credit Owner Trust 50117DAD8 Jun 2026 100,000 $101K 0.12% ABS-MBS
142 Space Coast Credit Union 80620BAE7 Jun 2026 100,000 $99K 0.12% ABS-MBS
143 UBS Commercial Mortgage Trust 90278PAY6 Jun 2026 99,984 $98K 0.12% ABS-CBDO
144 Ellington Financial Mortgage T 26846KAD0 Jun 2026 96,442 $96K 0.12% ABS-MBS
145 Foundation Finance Trust 35040VAA7 Jun 2026 96,256 $95K 0.12% ABS-MBS
146 Woodward Capital Management 74940EAA5 Jun 2026 94,231 $93K 0.11% ABS-MBS
147 Social Professional Loan Progr 83405NAA4 Jun 2026 105,975 $92K 0.11% ABS-MBS
148 The Huntington National Bank 446438SX2 Jun 2026 92,111 $92K 0.11% ABS-MBS
149 Ellington Financial Mortgage T 26846VAA2 Jun 2026 91,345 $92K 0.11% ABS-MBS
150 Freddie Mac 3137HLKL5 Jun 2026 87,852 $89K 0.11% ABS-MBS
151 DUKE ENERGY CORP 26441CBZ7 Jun 2026 85,000 $89K 0.11% DBT
152 CF Hippolyta Issuer LLC 12530MAE5 Jun 2026 110,104 $87K 0.11% ABS-CBDO
153 American Heritage Auto Receiva 026944AD0 Jun 2026 85,000 $85K 0.11% ABS-MBS
154 Woodward Capital Management 749427AA8 Jun 2026 77,491 $78K 0.10% ABS-CBDO
155 CONCENTRIX CORP 20602DAD3 Jun 2026 75,000 $72K 0.09% DBT
156 Angel Oak Mortgage Trust 03464PAA5 Jun 2026 76,120 $72K 0.09% ABS-MBS
157 Credit Suisse Mortgage Trust 12651RAA5 Jun 2026 72,112 $68K 0.08% ABS-CBDO
158 Towd Point Mortgage Trust 89179YAR4 Jun 2026 70,196 $66K 0.08% ABS-MBS
159 APPLIED MATERIALS INC 038222AN5 Jun 2026 70,000 $63K 0.08% DBT
160 Government National Mortgage A 38380LSA2 Jun 2026 59,291 $57K 0.07% ABS-CBDO
161 Fanniemae-Aces 3136B4TV0 Jun 2026 57,311 $56K 0.07% ABS-CBDO
162 Velocity Commercial Capital Lo 92259TAA9 Jun 2026 64,164 $55K 0.07% ABS-CBDO
163 NORTH TEXAS HIGHER EDUCATION A 66286VAB3 Jun 2026 52,539 $52K 0.06% ABS-MBS
164 CD Commercial Mortgage Trust 12512JAT1 Jun 2026 50,800 $51K 0.06% ABS-CBDO
165 Wingspire Equipment Finance LL 97415AAB8 Jun 2026 48,917 $49K 0.06% ABS-CBDO
166 LA VISTA NE ECON DEV FUND 505321AQ2 Jun 2026 50,000 $47K 0.06% DBT
167 Sutherland Commercial Mortgage 86935CAA0 Jun 2026 42,289 $40K 0.05% ABS-MBS
168 First Help Financial LLC 30339EAB4 Jun 2026 40,193 $40K 0.05% ABS-MBS
169 SLM Student Loan Trust 78445AAD8 Jun 2026 38,985 $39K 0.05% ABS-MBS
170 CCG Receivables Trust 12515PAB3 Jun 2026 38,175 $38K 0.05% ABS-CBDO
171 NMEF Funding LLC 62919UAB9 Jun 2026 37,779 $38K 0.05% ABS-CBDO
172 Greensky Home Improvement Issu 39571MAD0 Jun 2026 32,703 $33K 0.04% ABS-CBDO
173 Octane Receivables Trust 67578YAB2 Jun 2026 26,689 $27K 0.03% ABS-MBS
174 Citizens Auto Receivables Trus 17331KAD1 Jun 2026 25,358 $25K 0.03% ABS-CBDO
175 ELFI Graduate Loan Program LLC 26857LAA0 Jun 2026 27,633 $25K 0.03% ABS-MBS
176 CCG Receivables Trust 12511QAB5 Jun 2026 21,069 $21K 0.03% ABS-MBS
177 Freddie Mac 3137BWNS9 Jun 2026 20,824 $21K 0.03% ABS-MBS
178 Citigroup Mortgage Loan Trust 17327RAA8 Jun 2026 19,421 $19K 0.02% ABS-CBDO
179 New Residential Mortgage Loan 64829EAA2 Jun 2026 15,030 $15K 0.02% ABS-CBDO
180 COMMONBOND STUDENT LOAN TRUST 20267XAA1 Jun 2026 14,562 $14K 0.02% ABS-CBDO
181 Citigroup Mortgage Loan Trust 17322GAA7 Jun 2026 7,460 $7K 0.01% ABS-CBDO
182 CCG Receivables Trust 12512XAB9 Jun 2026 2,429 $2K 0.00% ABS-MBS
183 Fannie Mae 3138EHPF3 Jun 2026 396 $394 0.00% ABS-MBS