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Holdings (Monthly) Guide ↗

Blue Current Global Dividend Fund

· Ultimus Managers Trust
Monthly Holdings $98M AUM 47 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 4 New 6 Added 15 Reduced 7 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 FIRST AMERICAN FUNDS INC 31846V567 Feb 2026 4,638,124 +2,730,321 $4.6M +143.1% 4.75% STIV
2 BROADCOM INC 11135F101 Feb 2026 9,450 $4.2M +39.8% 4.33% EC
3 MORGAN STANLEY 617446448 Feb 2026 17,100 -1,800 $3.6M +13.0% 3.65% EC
4 SANDOZ GROUP AG H7140B103 Feb 2026 41,100 +3,100 $3.5M +3.2% 3.54% EC
5 QUALCOMM INC 747525103 Feb 2026 12,584 $3.2M +76.3% 3.24% EC
6 TARGA RESOURCES CORP 87612G101 Feb 2026 12,160 -2,900 $3.1M -12.7% 3.18% EC
7 VENTAS INC 92276F100 Feb 2026 36,000 +6,000 $3.0M +17.6% 3.11% EC
8 COCA-COLA COMPANY (THE) 191216100 Feb 2026 37,635 $3.0M -3.1% 3.05% EC
9 SIEMENS AG D69671218 Feb 2026 9,300 +2,600 $2.9M +50.5% 2.99% EC
10 JOHNSON & JOHNSON 478160104 Feb 2026 12,762 -1,700 $2.9M -20.0% 2.95% EC
11 MITSUBISHI UFJ FINANCIAL GROUP INC 606822104 Feb 2026 152,000 -25,000 $2.8M -13.8% 2.91% EC
12 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 874039100 Feb 2026 6,700 -2,300 $2.8M -16.8% 2.87% EC
13 DBS GROUP HOLDINGS LTD 23304Y100 Feb 2026 14,294 -2,500 $2.8M -7.2% 2.87% EC
14 MICROSOFT CORP 594918104 Feb 2026 6,220 +800 $2.8M +31.6% 2.87% EC
15 SHELL PLC 780259305 Feb 2026 31,400 -5,680 $2.6M -14.7% 2.71% EC
16 JP MORGAN CHASE & COMPANY 46625H100 Feb 2026 8,711 -900 $2.6M -9.7% 2.67% EC
17 COCA-COLA EUROPACIFIC PARTNERS PLC G25839104 Feb 2026 28,730 $2.6M -17.9% 2.67% EC
18 HITACHI LTD 433578507 Feb 2026 80,000 $2.6M -2.8% 2.66% EC
19 NATIONAL BANK OF CANADA 633067103 Feb 2026 17,600 $2.6M +4.6% 2.63% EC
20 UNILEVER PLC 904767803 Feb 2026 42,455 +8,500 $2.4M -4.3% 2.46% EC
21 DANONE SA F12033134 Feb 2026 32,500 $2.3M -17.4% 2.37% EC
22 FEDEX CORP 31428X106 Feb 2026 5,600 $2.3M +6.4% 2.36% EC
23 RTX CORP 75513E101 Feb 2026 12,795 -1,200 $2.3M -18.9% 2.36% EC
24 ASTRAZENECA PLC G0593M107 Feb 2026 12,300 -3,100 $2.3M -28.9% 2.34% EC
25 RIO TINTO PLC 767204100 Feb 2026 21,300 $2.3M +7.1% 2.32% EC
26 DEUTSCHE BANK AG D18190898 Feb 2026 65,000 $2.1M -8.6% 2.16% EC
27 CONSTELLATION BRANDS INC 21036P108 May 2026 15,000 NEW $2.1M 2.13% EC
28 TRUIST FINANCIAL CORP 89832Q109 Feb 2026 43,000 $2.1M -2.2% 2.12% EC
29 BNP PARIBAS SA F1058Q238 Feb 2026 18,800 -5,600 $2.0M -26.1% 2.08% EC
30 THALES SA F9156M108 Feb 2026 7,200 $2.0M -7.6% 2.07% EC
31 WALMART INC 931142103 Feb 2026 17,350 $2.0M -9.5% 2.06% EC
32 DICKS SPORTING GOODS INC 253393102 Feb 2026 8,700 -1,500 $2.0M -4.7% 2.03% EC
33 HEWLETT PACKARD ENTERPRISE COMPANY 42824C109 May 2026 45,000 NEW $1.9M 1.98% EC
34 SCHNEIDER ELECTRIC SE F86921107 May 2026 5,800 NEW $1.8M 1.87% EC
35 ROCHE HOLDING AG 771195104 Feb 2026 28,500 -14,000 $1.5M -41.0% 1.53% EC
36 HIGHWOODS PROPERTIES INC 431284108 Feb 2026 56,000 $1.5M +16.1% 1.50% EC
37 ENBRIDGE INC 29250N105 May 2026 25,500 NEW $1.4M 1.43% EC
38 ALLIANZ SE D03080112 Feb 2026 3,000 -1,200 $1.3M -29.5% 1.36% EC
39 SINGAPORE TELECOMMUNICATIONS LTD Y79985209 Feb 2026 300,000 $1.0M -14.5% 1.05% EC
40 ALLIANZ SE 018820100 Feb 2026 9,200 -16,800 $407K -65.2% 0.42% EC
Koninklijke Ahold Delhaize NV N0074E105 62,700 SOLD $3.1M
Norfolk Southern Corporation 655844108 7,100 SOLD $2.2M
Relx PLC 759530108 48,000 SOLD $1.7M
BAE Systems PLC G06940103 52,900 SOLD $1.5M
Daikin Industries Ltd. J10038115 10,100 SOLD $1.3M
Meta Platforms Inc 30303M102 950 SOLD $0.6M
Magnum Ice Cream Co. NV (The) N5505D105 7,640 SOLD $0.1M