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Holdings (Monthly) Guide ↗

Tax-Advantaged Ultra-Short Fixed Income Fund

· Northern Funds
Monthly Holdings $3.0B AUM 13 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 107 New 13 Added 13 Reduced 80 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MICHIGAN FIN. AUTH ADJ MISFIN Mar 2026 11,495,000 -3,505,000 $11.5M -23.3% 0.40% DBT
2 CITY OF SEATTLE WA MU FRN SEAPWR Mar 2026 7,270,000 -250,000 $7.2M -3.1% 0.25% DBT
3 CITY OF QUINCY MA 5.00% QUI Mar 2026 6,460,000 -5,430,000 $6.5M -46.0% 0.22% DBT
4 SEASONED LOANS STRU 3.50% FHLMC Mar 2026 5,616,848 -179,832 $5.5M -3.7% 0.19% ABS-O
5 NEW MEXICO MTGE. FIN. VAR NMSHSG Mar 2026 4,895,000 -4,215,000 $4.9M -46.3% 0.17% DBT
6 SANTANDER MTGE. AS 5.545% SAN Mar 2026 4,448,833 -359,457 $4.4M -7.8% 0.15% ABS-O
7 PK ALIFT LOAN FNDG. 4.75% PKAIR Mar 2026 4,042,685 -108,638 $4.0M -2.9% 0.14% ABS-O
8 MERCEDES-BENZ AUTO 4.80% MBART Mar 2026 3,171,824 -872,445 $3.2M -21.7% 0.11% ABS-O
9 WORLD OMNI AUTO REC 4.86% WOART Mar 2026 1,493,849 -404,678 $1.5M -21.4% 0.05% ABS-O
10 KUBOTA CREDIT OWNER 4.61% KCOT Mar 2026 1,472,916 -537,321 $1.5M -26.8% 0.05% ABS-O
11 PAGAYA AI DEBT GRA 4.497% PAID Mar 2026 1,424,451 -975,328 $1.4M -40.8% 0.05% ABS-O
12 CNH EQUIP. TST. 202 4.77% CNH Mar 2026 648,493 -93,619 $651K -12.9% 0.02% ABS-O
13 CARMAX AUTO OWNER T 4.92% CARMX Mar 2026 569,070 -163,352 $571K -22.5% 0.02% ABS-O