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Holdings (Monthly) Guide ↗

Thornburg Summit Fund

· Thornburg Investment Trust
Monthly Holdings $111M AUM 218 positions Period Jun 2026 Filed Aug 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Samsung Electronics Co Ltd 000000000 Jun 2026 21,805 $4.7M 4.25% EC
2 Taiwan Semiconductor Manufacturing Co Ltd 000000000 Jun 2026 53,792 $4.1M 3.68% EC
3 Zegona Communications plc 000000000 Jun 2026 155,689 $3.3M 2.97% EC
4 United States Treasury 91282CPZ8 Jun 2026 2,780,000 $2.7M 2.45% DBT
5 Citigroup Inc 172967424 Jun 2026 17,967 $2.5M 2.27% EC
6 Amazon.com Inc 023135106 Jun 2026 10,535 $2.5M 2.27% EC
7 Colliers International Group Inc 194693107 Jun 2026 25,222 $2.4M 2.14% EC
8 Alphabet Inc 02079K305 Jun 2026 6,581 $2.4M 2.13% EC
9 Lumine Group Inc 55027C106 Jun 2026 151,860 $2.3M 2.08% EC
10 Orange SA 000000000 Jun 2026 119,713 $2.3M 2.04% EC
11 Roche Holding AG 000000000 Jun 2026 4,494 $1.9M 1.67% EC
12 BNP Paribas SA 000000000 Jun 2026 15,194 $1.8M 1.60% EC
13 Shell PLC 000000000 Jun 2026 45,162 $1.8M 1.59% EC
14 United States Treasury 912810RY6 Jun 2026 2,445,000 $1.7M 1.56% DBT
15 Meta Platforms Inc 30303M102 Jun 2026 3,031 $1.7M 1.54% EC
16 Roko AB 000000000 Jun 2026 8,703 $1.6M 1.47% EC
17 United States Treasury 912834NF1 Jun 2026 3,900,000 $1.6M 1.44% DBT
18 NVIDIA Corp 67066G104 Jun 2026 7,843 $1.6M 1.42% EC
19 SLB Ltd 806857108 Jun 2026 33,344 $1.6M 1.40% EC
20 Medtronic PLC 000000000 Jun 2026 19,357 $1.5M 1.37% EC
21 Constellation Software Inc/Canada 21037X100 Jun 2026 776 $1.5M 1.32% EC
22 Liberty Energy Inc 53115L104 Jun 2026 55,208 $1.4M 1.31% EC
23 Visa Inc 92826C839 Jun 2026 4,166 $1.4M 1.29% EC
24 Broadcom Inc 11135F101 Jun 2026 3,760 $1.4M 1.28% EC
25 Canadian Pacific Kansas City Ltd 13646K108 Jun 2026 16,276 $1.4M 1.27% EC
26 AstraZeneca PLC 000000000 Jun 2026 6,780 $1.3M 1.15% EC
27 Mastercard Inc 57636Q104 Jun 2026 2,211 $1.1M 1.03% EC
28 AT&T Inc 00206R102 Jun 2026 54,682 $1.1M 1.02% EC
29 Microsoft Corp 594918104 Jun 2026 2,909 $1.1M 0.98% EC
30 ICON PLC 000000000 Jun 2026 6,010 $1.0M 0.94% EC
31 Round One Corp 000000000 Jun 2026 143,400 $1.0M 0.93% EC
32 Charles Schwab Corp/The 808513105 Jun 2026 10,362 $956K 0.86% EC
33 CME Group Inc 12572Q105 Jun 2026 4,318 $954K 0.86% EC
34 Open Text Corp 683715106 Jun 2026 42,633 $944K 0.85% EC
35 TotalEnergies SE 000000000 Jun 2026 12,107 $941K 0.85% EC
36 Glencore PLC 000000000 Jun 2026 125,911 $858K 0.78% EC
37 Keyence Corp 000000000 Jun 2026 1,719 $857K 0.77% EC
38 ASML Holding NV 000000000 Jun 2026 418 $822K 0.74% EC
39 Freddie Mac 3132E0T85 Jun 2026 938,760 $790K 0.71% ABS-MBS
40 Tenaris SA 88031M109 Jun 2026 14,109 $783K 0.71% EC
41 Galaxy Entertainment Group Ltd 000000000 Jun 2026 205,000 $769K 0.69% EC
42 MercadoLibre Inc 58733R102 Jun 2026 445 $755K 0.68% EC
43 United States Treasury 912810UR7 Jun 2026 759,000 $738K 0.67% DBT
44 Advanced Micro Devices Inc 007903107 Jun 2026 1,261 $733K 0.66% EC
45 Builders FirstSource Inc 12008R107 Jun 2026 7,947 $711K 0.64% EC
46 United States Treasury 912803HS5 Jun 2026 3,000,000 $702K 0.63% DBT
47 L3Harris Technologies Inc 502431109 Jun 2026 2,371 $689K 0.62% EC
48 Shopify Inc 82509L107 Jun 2026 6,024 $688K 0.62% EC
49 Merck & Co Inc 58933Y105 Jun 2026 5,273 $678K 0.61% EC
50 United States Treasury 91282CJJ1 Jun 2026 665,000 $672K 0.61% DBT
51 CCC Intelligent Solutions Holdings Inc 12510Q100 Jun 2026 124,197 $641K 0.58% EC
52 JPMorgan Chase & Co 46625H100 Jun 2026 1,949 $638K 0.58% EC
53 United States Treasury 912810UH9 Jun 2026 680,520 $627K 0.57% DBT
54 United States Treasury 91282CPU9 Jun 2026 593,238 $576K 0.52% DBT
55 ITOCHU Corp 000000000 Jun 2026 50,000 $570K 0.52% EC
56 Fannie Mae 31418EAN0 Jun 2026 638,590 $538K 0.49% ABS-MBS
57 Teleperformance SE 000000000 Jun 2026 9,684 $509K 0.46% EC
58 ServiceNow Inc 81762P102 Jun 2026 4,835 $480K 0.43% EC
59 Pfizer Inc 717081103 Jun 2026 19,654 $473K 0.43% EC
60 CCO HLDGS LLC/CAP CORP 1248EPCE1 Jun 2026 500,000 $465K 0.42% DBT
61 Fannie Mae 3140MHSH3 Jun 2026 542,175 $456K 0.41% ABS-MBS
62 Freddie Mac 3132DWEP4 Jun 2026 513,360 $449K 0.41% ABS-MBS
63 B&M European Value Retail plc 000000000 Jun 2026 163,416 $422K 0.38% EC
64 Zoetis Inc 98978V103 Jun 2026 5,816 $418K 0.38% EC
65 Freddie Mac 3142J6EA7 Jun 2026 403,495 $405K 0.37% ABS-MBS
66 Fannie Mae 31418EE30 Jun 2026 459,160 $402K 0.36% ABS-MBS
67 Novo Nordisk A/S 000000000 Jun 2026 8,204 $395K 0.36% EC
68 UZBEKISTAN INTL BOND 91824PAB3 Jun 2026 4,500,000,000 $393K 0.36% DBT
69 Fannie Mae 3140QLRJ7 Jun 2026 463,447 $391K 0.35% ABS-MBS
70 Pagaya AI Debt Selection Trust 69544CAA9 Jun 2026 390,000 $390K 0.35% ABS-O
71 Fannie Mae 31418EBS8 Jun 2026 460,706 $387K 0.35% ABS-MBS
72 Fannie Mae 3140QMRX4 Jun 2026 401,908 $351K 0.32% ABS-MBS
73 EMPRESA GEN ELEC HAINA 29249FAA4 Jun 2026 350,000 $343K 0.31% DBT
74 United States Treasury 91282CPQ8 Jun 2026 320,000 $312K 0.28% DBT
75 United States Treasury 91282CPR6 Jun 2026 320,000 $312K 0.28% DBT
76 Australia Government Bonds 000000000 Jun 2026 500,000 $312K 0.28% DBT
77 United States Treasury 912810SM1 Jun 2026 550,354 $310K 0.28% DBT
78 PROSUS NV 000000000 Jun 2026 285,000 $304K 0.28% DBT
79 AMERICAN TOWER TRUST I 03027WAK8 Jun 2026 300,000 $295K 0.27% DBT
80 ANTARES HOLDINGS 03666HAE1 Jun 2026 300,000 $294K 0.27% DBT
81 PETROLEOS MEXICANOS 71654QDD1 Jun 2026 315,000 $294K 0.27% DBT
82 GS Mortgage-Backed Securities Trust 362918AA2 Jun 2026 292,187 $292K 0.26% ABS-MBS
83 Fannie Mae 3140XCWX2 Jun 2026 346,033 $289K 0.26% ABS-MBS
84 BXP Trust 05607TAA0 Jun 2026 325,000 $283K 0.26% ABS-MBS
85 Home Depot Inc/The 437076102 Jun 2026 801 $282K 0.26% EC
86 RELIANCE STAND LIFE II 75951AAN8 Jun 2026 275,000 $272K 0.25% DBT
87 Morgan Stanley Residential Mortgage Loan Trust 61776YAA7 Jun 2026 269,365 $264K 0.24% ABS-MBS
88 InStar Leasing V, LLC 45783NAA5 Jun 2026 275,523 $263K 0.24% ABS-O
89 New Residential Mortgage Loan Trust 64831QAA1 Jun 2026 278,743 $261K 0.24% ABS-MBS
90 TURKCELL ILETISIM HIZMET 900111AC9 Jun 2026 250,000 $256K 0.23% DBT
91 Lobel Automobile Receivables Trust 53948VAA3 Jun 2026 255,549 $256K 0.23% ABS-O
92 Arivo Acceptance Auto Loan Receivables Trust 04047JAB1 Jun 2026 250,000 $253K 0.23% ABS-O
93 DailyPay Securitization Trust 233824AD3 Jun 2026 250,000 $251K 0.23% ABS-O
94 New Residential Mortgage Loan Trust 64831PAB1 Jun 2026 250,000 $250K 0.23% ABS-MBS
95 BRAVO Residential Funding Trust 10569UAD7 Jun 2026 250,000 $250K 0.23% ABS-MBS
96 NORTHERN TRUST CORP 665859AQ7 Jun 2026 250,000 $249K 0.23% DBT
97 HERCULES CAPITAL INC 427096AH5 Jun 2026 250,000 $249K 0.22% DBT
98 ORACLE CORP 6840C3JG9 Jun 2026 250,000 $248K 0.22% STIV
99 HORACE MANN EDUCATORS CO 440327AM6 Jun 2026 250,000 $248K 0.22% DBT
100 BURFORD CAPITAL GLBL FIN 12116LAE9 Jun 2026 250,000 $243K 0.22% DBT
101 ILLUMINA INC 452327AR0 Jun 2026 242,000 $240K 0.22% DBT
102 CAMERON LNG LLC 133434AC4 Jun 2026 275,000 $240K 0.22% DBT
103 AEGEA FINANCE SARL 00775CAC0 Jun 2026 250,000 $240K 0.22% DBT
104 Sequoia Mortgage Trust 81750CAB1 Jun 2026 244,106 $238K 0.21% ABS-MBS
105 Government National Mortgage Association 36179W7K8 Jun 2026 265,936 $236K 0.21% ABS-MBS
106 DOMINICAN REPUBLIC 25714PFA1 Jun 2026 13,000,000 $234K 0.21% DBT
107 Reach Financial LLC 754923AA8 Jun 2026 233,002 $233K 0.21% ABS-O
108 United States Treasury 91282CGK1 Jun 2026 245,887 $233K 0.21% DBT
109 One Bryant Park Trust 68236JAA9 Jun 2026 250,000 $231K 0.21% ABS-MBS
110 DC Office Trust 23312BAA8 Jun 2026 250,000 $229K 0.21% ABS-MBS
111 Hudson Yards 44421MAA8 Jun 2026 245,000 $229K 0.21% ABS-MBS
112 Santander Drive Auto Receivables Trust 80288FAB7 Jun 2026 228,903 $229K 0.21% ABS-O
113 Fannie Mae 3136BYVL3 Jun 2026 233,669 $227K 0.21% ABS-MBS
114 COLT Funding LLC 19688TAE5 Jun 2026 225,000 $227K 0.20% ABS-MBS
115 CPT MORTGAGE TRUST 12654YAA7 Jun 2026 245,000 $227K 0.20% ABS-MBS
116 Bunker Hill Loan Depositary Trust 12062BAE5 Jun 2026 228,259 $226K 0.20% ABS-MBS
117 Sunbit Asset Securitization Trust 86709SAA9 Jun 2026 225,000 $226K 0.20% ABS-O
118 ENERGY TRANSFER LP 29273VAN0 Jun 2026 225,000 $225K 0.20% DBT
119 Veros Auto Receivables Trust 92511BAA2 Jun 2026 223,167 $224K 0.20% ABS-O
120 SLG Office Trust 78449RAA3 Jun 2026 250,000 $223K 0.20% ABS-MBS
121 BROOKFIELD ASSET MANAGEM 113004AB1 Jun 2026 225,000 $222K 0.20% DBT
122 Upstart Securitization Trust 91684MAB9 Jun 2026 214,292 $217K 0.20% ABS-O
123 OCCU Auto Receivables Trust 67115YAD8 Jun 2026 205,746 $207K 0.19% ABS-O
124 Lendmark Funding Trust 52607MAA7 Jun 2026 209,117 $205K 0.19% ABS-O
125 MFRA Trust 55286VAA8 Jun 2026 203,489 $205K 0.18% ABS-MBS
126 Marlette Funding Trust 57109NAD1 Jun 2026 201,293 $203K 0.18% ABS-O
127 Westlake Automobile Receivables Trust 96043RAG2 Jun 2026 200,000 $203K 0.18% ABS-O
128 JP Morgan Mortgage Trust 46659AAD6 Jun 2026 200,953 $201K 0.18% ABS-MBS
129 Santander Drive Auto Receivables Trust 80287LAD1 Jun 2026 200,000 $201K 0.18% ABS-O
130 PEGASUS HAVA TASIMACILIG 705567AB1 Jun 2026 200,000 $201K 0.18% DBT
131 COMMONBOND STUDENT LOAN TRUST 20268KAA8 Jun 2026 213,866 $201K 0.18% ABS-O
132 Research-Driven Pagaya Motor Asset Trust I 76100JAB3 Jun 2026 200,000 $200K 0.18% ABS-O
133 POLARIS INC 731068AB8 Jun 2026 200,000 $200K 0.18% DBT
134 COBANK ACB 19075QAC6 Jun 2026 200,000 $200K 0.18% DBT
135 Towd Point Mortgage Trust 89183DAA1 Jun 2026 231,526 $200K 0.18% ABS-MBS
136 Freddie Mac 3132DN2A0 Jun 2026 238,208 $199K 0.18% ABS-MBS
137 BANK OF NY MELLON CORP 064058AL4 Jun 2026 200,000 $198K 0.18% DBT
138 Imagefirst Holdings LLC 45249TAR3 Jun 2026 198,500 $198K 0.18% LON
139 WESTERN UNION CO/THE 959802BB4 Jun 2026 200,000 $198K 0.18% DBT
140 DataBank Issuer LLC 23802WAN1 Jun 2026 200,000 $198K 0.18% ABS-O
141 SBA TOWER TRUST 78403DAT7 Jun 2026 200,000 $198K 0.18% DBT
142 Fortiva Retail Credit Master Note Business Trust 34962AAZ5 Jun 2026 200,000 $198K 0.18% ABS-O
143 NRZ Excess Spread Collateralized Notes 64832EAA7 Jun 2026 197,899 $197K 0.18% ABS-MBS
144 TPG OPERATING GROUP II 87268QAA4 Jun 2026 200,000 $197K 0.18% DBT
145 WE SODA INV HOLDING PLC 92943TAC7 Jun 2026 200,000 $195K 0.18% DBT
146 MFRA Trust 552758AA2 Jun 2026 194,751 $192K 0.17% ABS-MBS
147 Freddie Mac 3133SKBP5 Jun 2026 215,320 $188K 0.17% ABS-MBS
148 Dividend Solar Loans LLC 255388AA8 Jun 2026 201,726 $186K 0.17% ABS-O
149 First Help Financial LLC 30343DAB0 Jun 2026 182,277 $184K 0.17% ABS-O
150 Government National Mortgage Association 36179WFH6 Jun 2026 204,163 $182K 0.16% ABS-MBS
151 Social Professional Loan Program LLC 83405NAA4 Jun 2026 207,952 $182K 0.16% ABS-O
152 Ajax Mortgage Loan Trust 00971AAA0 Jun 2026 193,463 $180K 0.16% ABS-MBS
153 NOTA DO TESOURO NACIONAL 000000000 Jun 2026 1,000,000 $179K 0.16% DBT
154 U.K. Gilts 000000000 Jun 2026 140,000 $176K 0.16% DBT
155 SFO Commerical Mortgage Trust 78432WAA1 Jun 2026 174,000 $174K 0.16% ABS-MBS
156 EDvestinU Private Education Loan Issue No. 1, LLC 28166LAA2 Jun 2026 184,080 $174K 0.16% ABS-O
157 HORSESHOE FUND TRST I 440929AA5 Jun 2026 168,000 $171K 0.15% DBT
158 Pawnee Equipment Receivables 70410DAE8 Jun 2026 162,267 $162K 0.15% ABS-O
159 Tesla Sustainable Energy Trust 88164AAB0 Jun 2026 162,310 $162K 0.15% ABS-O
160 Exeter Automobile Receivables Trust 30166QAF6 Jun 2026 160,839 $161K 0.15% ABS-O
161 GCAT 36167FAC3 Jun 2026 163,144 $160K 0.14% ABS-MBS
162 Flagship Credit Auto Trust 33845F106 Jun 2026 5,000 $160K 0.14% ABS-O
163 Freddie Mac 3142J6C84 Jun 2026 162,158 $159K 0.14% ABS-MBS
164 Apple Inc 037833100 Jun 2026 549 $159K 0.14% EC
165 Veros Auto Receivables Trust 92511CAA0 Jun 2026 155,820 $156K 0.14% ABS-O
166 Thornburg Capital Management Fund 885216739 Jun 2026 15,446 $154K 0.14% EC
167 Exeter Automobile Receivables Trust 30166BAF9 Jun 2026 153,633 $154K 0.14% ABS-O
168 Fannie Mae 31418FT64 Jun 2026 152,306 $153K 0.14% ABS-MBS
169 SMB Private Education Loan Trust 78449UAB4 Jun 2026 155,830 $152K 0.14% ABS-O
170 Tricolor Auto Securitization Trust 89616KAD6 Jun 2026 169,625 $150K 0.14% ABS-O
171 DOMINION ENERGY INC 25746UDM8 Jun 2026 150,000 $149K 0.13% DBT
172 Fannie Mae 3140XMY42 Jun 2026 176,613 $149K 0.13% ABS-MBS
173 Crossroads Asset Trust 22767VAB4 Jun 2026 146,776 $147K 0.13% ABS-O
174 SBA TOWER TRUST 78403DAV2 Jun 2026 150,000 $147K 0.13% DBT
175 APTARGROUP INC 038336AB9 Jun 2026 145,000 $144K 0.13% DBT
176 EGYPT GOVERNMENT BOND 000000000 Jun 2026 7,075,000 $142K 0.13% DBT
177 JP Morgan Mortgage Trust 46593RAC0 Jun 2026 138,270 $138K 0.12% ABS-MBS
178 SAP SE 000000000 Jun 2026 881 $135K 0.12% EC
179 ECOPETROL SA 279158AW9 Jun 2026 125,000 $131K 0.12% DBT
180 Bankers Healthcare Group Securitization Trust 08860FAB4 Jun 2026 129,388 $130K 0.12% ABS-O
181 Prestige Auto Receivables Trust 74113XAF3 Jun 2026 129,608 $129K 0.12% ABS-O
182 ECOPETROL SA 279158AS8 Jun 2026 117,000 $128K 0.12% DBT
183 TIAA Bank Mortgage Loan Trust 886312CD7 Jun 2026 134,499 $123K 0.11% ABS-MBS
184 Imperial Fund LLC 452761AA7 Jun 2026 146,690 $123K 0.11% ABS-MBS
185 PETROLEOS MEXICANOS 71654QDE9 Jun 2026 120,000 $119K 0.11% DBT
186 Credit Suisse Mortgage Trust 12662GAC2 Jun 2026 110,480 $111K 0.10% ABS-MBS
187 Lendmark Funding Trust 51507KAA4 Jun 2026 107,728 $107K 0.10% ABS-O
188 Reach Financial LLC 75525AAD7 Jun 2026 100,000 $103K 0.09% ABS-O
189 New Residential Mortgage Loan Trust 64829GAA7 Jun 2026 104,275 $100K 0.09% ABS-MBS
190 BANK OF NY MELLON CORP 064058AF7 Jun 2026 100,000 $100K 0.09% DBT
191 COLT Funding LLC 12598UAD8 Jun 2026 100,000 $100K 0.09% ABS-MBS
192 United States Treasury 912810RP5 Jun 2026 130,000 $98K 0.09% DBT
193 SKY1 Trust 830941AA8 Jun 2026 95,579 $96K 0.09% ABS-MBS
194 Panama Bonos del Tesoro 000000000 Jun 2026 100,000 $90K 0.08% DBT
195 GCAT 36167AAA8 Jun 2026 95,957 $90K 0.08% ABS-MBS
196 Goldman Home Improvement Trust Issuer Trust 38149XAE9 Jun 2026 2,000 $76K 0.07% ABS-O
197 Mosaic Solar Loans LLC 61946RAE9 Jun 2026 1,150,000 $66K 0.06% ABS-O
198 Aqua Finance Trust 038370AB8 Jun 2026 68,762 $66K 0.06% ABS-O
199 GOTO GROUP INC 38349YAA3 Jun 2026 77,292 $59K 0.05% DBT
200 United States Treasury 91282CFC0 Jun 2026 62,000 $59K 0.05% DBT
201 Education Funding Trust 28141PAA3 Jun 2026 59,187 $58K 0.05% ABS-O
202 Angel Oak Mortgage Trust 03464WAD4 Jun 2026 60,000 $55K 0.05% ABS-MBS
203 Freddie Mac Whole Loan Securities Trust 3137G1BS5 Jun 2026 56,730 $49K 0.04% ABS-MBS
204 REINSURANCE GRP OF AMER 759351885 Jun 2026 1,825 $47K 0.04% EP
205 ECAF LTD 26827EAC9 Jun 2026 49,215 $46K 0.04% ABS-O
206 Tricolor Auto Securitization Trust 89616PAA1 Jun 2026 44,707 $41K 0.04% ABS-O
207 Freddie Mac - SCRT 35563PJF7 Jun 2026 31,220 $30K 0.03% ABS-MBS
208 GOTO GROUP INC 38349YAB1 Jun 2026 106,737 $22K 0.02% DBT
209 Marlette Funding Trust 57108QAD5 Jun 2026 20,210 $20K 0.02% ABS-O
210 Marlette Funding Trust 57108Q103 Jun 2026 1,200 $20K 0.02% ABS-O
211 CPS Auto Trust 12659WAG3 Jun 2026 19,049 $19K 0.02% ABS-O
212 Marlette Funding Trust 57108T107 Jun 2026 1,150 $15K 0.01% ABS-O
213 SBA TOWER TRUST 78403DAZ3 Jun 2026 13,000 $13K 0.01% DBT
214 AMDR ABS Trust 02342WAA0 Jun 2026 11,766 $12K 0.01% ABS-O
215 Momnt Technologies Trust 608934AA3 Jun 2026 8,470 $8K 0.01% ABS-O
216 Marlette Funding Trust 57110N106 Jun 2026 1,200 $4K 0.00% ABS-O
217 Morgan Stanley & Co. LLC 000000000 Jun 2026 1 $-35504 -0.03% DFE
218 State Street Bank & Trust Co. 000000000 Jun 2026 1 $-50723 -0.05% DFE