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Holdings (Monthly) Guide ↗

Catholic Values Fixed Income Fund

· Sei Catholic Values Trust
Monthly Holdings $262M AUM 17 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds
All 127 New 17 Added 418 Reduced 110 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 N/A 783965593 Feb 2023 22,050,574 +21,450,104 $22.1M +3572.2% 9.80% STIV
2 United States of America 91282CNS6 Feb 2026 945,000 +314,000 $964K +48.3% 0.43% DBT
3 Government National Mortgage Association 2 36179XX68 Feb 2026 487,684 +353,774 $495K +261.3% 0.22% DBT
4 MORGAN STANLEY 61747YFT7 Feb 2026 420,000 +375,000 $424K +810.4% 0.19% DBT
5 COLUMBIA PIPELINES OPERATING COMPANY LLC 19828TAB2 Feb 2026 335,000 +235,000 $354K +226.6% 0.16% DBT
6 MEDLINE BORROWER, LP 62482BAA0 Feb 2026 310,000 +60,000 $302K +22.7% 0.13% DBT
7 AT&T INC. 00206RMM1 Feb 2023 289,000 +239,000 $245K +464.7% 0.11% DBT
8 MORGAN STANLEY 6174468P7 Feb 2023 244,000 +104,000 $234K +71.1% 0.10% DBT
9 CITIGROUP INC. 172967MP3 Feb 2023 183,000 +133,000 $181K +260.1% 0.08% DBT
10 MORGAN STANLEY PRIVATE BANK, NATIONAL ASSOCIATION 61776NVG5 Feb 2026 170,000 +80,000 $170K +85.0% 0.08% DBT
11 FERRELLGAS, L.P. 315292AU6 Feb 2026 89,000 +7,000 $94K +10.4% 0.04% DBT
12 THE MICHAELS COMPANIES, INC. 59408QAB2 Feb 2026 70,000 +10,000 $68K +17.1% 0.03% DBT
13 CLOUD SOFTWARE GROUP, INC. 18912UAC6 Feb 2026 43,000 +19,000 $42K +75.8% 0.02% DBT
14 VIRGIN MEDIA O2 VENDOR FINANCING NOTES VI DESIGNATED ACTIVITY COMPANY 92769UAA9 Feb 2026 36,000 +15,000 $31K +61.2% 0.01% DBT
15 UKG INC. 90279XAA0 Feb 2026 20,000 +10,000 $20K +102.6% 0.01% DBT
16 ALLIANT HOLDINGS INTERMEDIATE, LLC 01883LAH6 Feb 2026 11,000 +5,000 $11K +84.5% 0.00% DBT
17 ALLIANT HOLDINGS INTERMEDIATE, LLC 01883LAF0 Feb 2026 7,000 +5,000 $7K +248.9% 0.00% DBT