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Holdings (Monthly) Guide ↗

Blue Current Global Dividend Fund

· Ultimus Managers Trust
Monthly Holdings $102M AUM 43 positions Period Feb 2026 Filed Apr 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Johnson & Johnson 478160104 Feb 2026 14,462 $3.6M 3.52% EC
2 Targa Resources Corp. 87612G101 Feb 2026 15,060 $3.6M 3.48% EC
3 Taiwan Semiconductor Manufacturing Co., Ltd. 874039100 Feb 2026 9,000 $3.4M 3.30% EC
4 Sandoz Group AG H7140B103 Feb 2026 38,000 $3.3M 3.28% EC
5 Mitsubishi UFJ Financial Group Inc. 606822104 Feb 2026 177,000 $3.3M 3.23% EC
6 AstraZeneca PLC G0593M107 Feb 2026 15,400 $3.2M 3.15% EC
7 Coca-Cola Europacific Partners PLC G25839104 Feb 2026 28,730 $3.2M 3.11% EC
8 Morgan Stanley 617446448 Feb 2026 18,900 $3.1M 3.08% EC
9 Koninklijke Ahold Delhaize NV N0074E105 Feb 2026 62,700 $3.1M 3.04% EC
10 Shell PLC 780259305 Feb 2026 37,080 $3.1M 3.03% EC
11 Coca-Cola Co (The) 191216100 Feb 2026 37,635 $3.1M 3.01% EC
12 Broadcom Inc 11135F101 Feb 2026 9,450 $3.0M 2.96% EC
13 DBS Group Holdings Ltd. 23304Y100 Feb 2026 16,794 $3.0M 2.96% EC
14 JPMorgan Chase & Co. 46625H100 Feb 2026 9,611 $2.9M 2.83% EC
15 RTX Corp. 75513E101 Feb 2026 13,995 $2.8M 2.78% EC
16 Danone SA F12033134 Feb 2026 32,500 $2.8M 2.74% EC
17 BNP Paribas SA F1058Q238 Feb 2026 24,400 $2.7M 2.69% EC
18 Hitachi Ltd. 433578507 Feb 2026 80,000 $2.7M 2.62% EC
19 Ventas Inc. 92276F100 Feb 2026 30,000 $2.6M 2.53% EC
20 Roche Holding AG 771195104 Feb 2026 42,500 $2.5M 2.48% EC
21 Unilever PLC 904767803 Feb 2026 33,955 $2.5M 2.45% EC
22 National Bank of Canada 633067103 Feb 2026 17,600 $2.5M 2.41% EC
23 Deutsche Bank AG D18190898 Feb 2026 65,000 $2.3M 2.26% EC
24 Norfolk Southern Corporation 655844108 Feb 2026 7,100 $2.2M 2.19% EC
25 Walmart Inc 931142103 Feb 2026 17,350 $2.2M 2.18% EC
26 Thales SA F9156M108 Feb 2026 7,200 $2.2M 2.14% EC
27 FedEx Corporation 31428X106 Feb 2026 5,600 $2.2M 2.12% EC
28 Microsoft Corp. 594918104 Feb 2026 5,420 $2.1M 2.09% EC
29 Truist Financial Corp. 89832Q109 Feb 2026 43,000 $2.1M 2.08% EC
30 Rio Tinto PLC 767204100 Feb 2026 21,300 $2.1M 2.07% EC
31 Dick's Sporting Goods, Inc. 253393102 Feb 2026 10,200 $2.1M 2.04% EC
32 Siemens AG D69671218 Feb 2026 6,700 $1.9M 1.90% EC
33 First American Funds Inc. 31846V567 Feb 2026 1,907,802 $1.9M 1.87% STIV
34 Allianz SE D03080112 Feb 2026 4,200 $1.9M 1.85% EC
35 QUALCOMM Inc. 747525103 Feb 2026 12,584 $1.8M 1.76% EC
36 Relx PLC 759530108 Feb 2026 48,000 $1.7M 1.64% EC
37 BAE Systems PLC G06940103 Feb 2026 52,900 $1.5M 1.48% EC
38 Daikin Industries Ltd. J10038115 Feb 2026 10,100 $1.3M 1.26% EC
39 Highwoods Properties, Inc. 431284108 Feb 2026 56,000 $1.3M 1.23% EC
40 Singapore Telecommunications Ltd. Y79985209 Feb 2026 300,000 $1.2M 1.17% EC
41 Allianz SE 018820100 Feb 2026 26,000 $1.2M 1.15% EC
42 Meta Platforms Inc 30303M102 Feb 2026 950 $616K 0.60% EC
43 Magnum Ice Cream Co. NV (The) N5505D105 Feb 2026 7,640 $121K 0.12% EC