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Holdings (Monthly) Guide ↗

Dunham Monthly Distribution Fund

· Dunham Funds
Monthly Holdings $416M AUM 69 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Fidelity Colchester Street Trust 316175108 Apr 2024 32,794,843 $32.8M 12.09% STIV
2 Comerica Incorporated 200340107 Jan 2026 148,965 $13.2M 4.87% EC
3 NuVista Energy Ltd. 67072Q104 Jan 2026 840,000 $11.5M 4.24% EC
4 NorthWestern Energy Group Inc 668074305 Jan 2026 163,051 $11.1M 4.08% EC
5 Janus Henderson Group PLC G4474Y214 Jan 2026 227,036 $10.9M 4.03% EC
6 TXNM Energy Inc. 69349H107 Jan 2026 181,652 $10.7M 3.94% EC
7 JDE Peets N.V N44664105 Jan 2026 280,057 $10.5M 3.87% EC
8 Warner Bros. Discovery Inc. 934423104 Jan 2026 372,805 $10.3M 3.78% EC
9 Rev Group Inc 749527107 Jan 2026 151,656 $9.7M 3.57% EC
10 Hologic Inc 436440101 Jan 2026 125,394 $9.4M 3.46% EC
11 Fox Corporation 35137L204 Jan 2026 142,543 $9.3M 3.44% EC
12 Air Lease Corporation 00912X302 Jan 2026 144,219 $9.3M 3.44% EC
13 New Gold, Inc. 644535106 Jan 2026 850,148 $8.5M 3.14% EC
14 Cyberark Software Ltd. M2682V108 Jan 2026 19,749 $8.5M 3.14% EC
15 Kenvue Inc. 49177J102 Jan 2026 487,729 $8.5M 3.13% EC
16 Exact Sciences Corporation 30063P105 Jan 2026 79,253 $8.1M 2.99% EC
17 Chart Industries Inc 16115Q308 Jan 2026 32,785 $6.8M 2.51% EC
18 Dayforce Inc 15677J108 Jan 2026 97,407 $6.7M 2.49% EC
19 Liberty Broadband Corporation 530307305 Apr 2024 136,069 $6.5M 2.41% EC
20 Electronic Arts Inc. 285512109 Jan 2026 26,621 $5.4M 2.00% EC
21 News Corporation 65249B109 Jan 2026 167,755 $4.5M 1.67% EC
22 Essential Utilities Inc 29670G102 Jan 2026 113,044 $4.4M 1.62% EC
23 Confluent Inc 20717M103 Jan 2026 133,546 $4.1M 1.50% EC
24 Avidity Biosciences Inc. 05370A108 Jan 2026 56,181 $4.1M 1.50% EC
25 Norfolk Southern Corporation 655844108 Jan 2026 13,890 $4.0M 1.49% EC
26 OneStream Inc 68278B107 Jan 2026 144,526 $3.4M 1.26% EC
27 Altaba Inc 021346101 Apr 2024 2,468,782 $3.2M 1.18% EC
28 RESOLUTE FOREST PRODUCTS, INC. - CVR N/A Apr 2024 532,221 $798K 0.29% EC
29 N/A N/A Apr 2024 3,606,880 $102K 0.04% DFE
30 N/A USD Apr 2024 1,318,119,901 $75K 0.03% DFE
31 ESC NII HOLDINGS INC N/A Apr 2024 205,893 $72K 0.03% EC
32 ABIOMED, INC. N/A Apr 2024 34,956 $56K 0.02% EC
33 PERSHING SPARC HLDGS RTS N/A Apr 2024 117,447 $35K 0.01% EC
34 N/A USD Apr 2024 40,898,455 $34K 0.01% DFE
35 N/A N/A Apr 2024 4,316,928 $31K 0.01% DFE
36 Novo Nordisk A/S N/A Apr 2024 47,455 $24K 0.01% EC
37 N/A USD Apr 2024 22,673,865 $15K 0.01% DFE
38 American Airlines Group Inc 02376R102 Apr 2024 1,025 $14K 0.01% EC
39 N/A N/A Apr 2024 2,328,849 $12K 0.00% DFE
40 N/A N/A Apr 2024 2,173,934 $10K 0.00% DFE
41 N/A N/A Apr 2024 191,708 $460 0.00% DFE
42 N/A N/A Apr 2024 0 $0 0.00% STIV
43 Columbia Pipeline Group, Inc. 198280109 Apr 2024 84,102 $0 0.00% EC
44 AMERICAN AIRLINES GROUP, INC. ESCROW SEC N/A Apr 2024 101,283 $0 0.00% EC
45 N/A N/A Apr 2024 22,716 $-95 -0.00% DFE
46 N/A USD Apr 2024 86,688,065 $-3004 -0.00% DFE
47 N/A USD Apr 2024 159,786 $-3196 -0.00% DFE
48 N/A USD Apr 2024 574,722 $-8511 -0.00% DFE
49 N/A USD Apr 2024 791,802 $-13070 -0.00% DFE
50 N/A USD Apr 2024 1,407,078 $-20344 -0.01% DFE
51 N/A USD Apr 2024 931,329 $-21082 -0.01% DFE
52 N/A USD Apr 2024 931,671 $-21362 -0.01% DFE
53 N/A USD Apr 2024 2,763,612 $-56022 -0.02% DFE
54 N/A USD Apr 2024 5,048,680 $-89166 -0.03% DFE
55 N/A USD Apr 2024 8,919,815 $-209803 -0.08% DFE
56 N/A N/A Apr 2024 -1,831 $-247185 -0.09% DE
57 Brighthouse Financial Inc. 10922N103 Jan 2026 -15,932 $-1020604 -0.38% EC
58 Union Pacific Corporation 907818108 Jan 2026 -13,890 $-3265539 -1.20% EC
59 American Water Works Company, Inc. 030420103 Jan 2026 -34,480 $-4452402 -1.64% EC
60 News Corporation 65249B208 Jan 2026 -151,985 $-4726734 -1.74% EC
61 Ovintiv Inc 69047Q102 Jan 2026 -144,300 $-6272721 -2.31% EC
62 Charter Communications, Inc. 16119P108 Apr 2024 -32,119 $-6620368 -2.44% EC
63 Kimberly-Clark Corporation 494368103 Jan 2026 -71,332 $-7132487 -2.63% EC
64 Palo Alto Networks Inc 697435105 Jan 2026 -43,459 $-7690939 -2.83% EC
65 Terex Corporation 880779103 Jan 2026 -148,760 $-8479320 -3.13% EC
66 Coeur Mining Inc 192108504 Jan 2026 -421,590 $-8617300 -3.18% EC
67 Fox Corporation 35137L105 Jan 2026 -128,465 $-9349683 -3.45% EC
68 Black Hills Corporation 092113109 Jan 2026 -159,619 $-11648995 -4.29% EC
69 Fifth Third Bancorp 316773100 Jan 2026 -278,016 $-13961964 -5.15% EC