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Holdings (Monthly) Guide ↗

Icon Flexible Bond Fund

· SCM Trust
Monthly Holdings $496M AUM 148 positions Period Mar 2026 Filed Jun 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 N/A N/A Mar 2026 15,000,000 $13.4M 0.03% ABS-O
2 Nuveen Floating Rate Income Fund JFR Mar 2026 1,716,759 $12.9M 2.72% EC
3 STWD 2021-FL2 LTD STWD Mar 2026 12,654,000 $12.7M 2.67% ABS-CBDO
4 PNC Financial Services Group Inc. PNC Mar 2026 12,000,000 $11.8M 2.49% DBT
5 UMH Properties Inc UMH Mar 2026 544,584 $11.3M 2.38% EP
6 BXMT 2026-FL6 LTD BXMT Mar 2026 10,000,000 $10.0M 2.11% ABS-CBDO
7 LAFAYETE FEDERAL CREDIT UNION ASSET TRUST 2026-HI1 50625BAC9 Mar 2026 9,805,930 $9.7M 2.05% ABS-O
8 Bxmt Ltd BXMT Mar 2026 10,000,000 $9.7M 2.05% ABS-CBDO
9 FLEXENTIAL ISSUER LLC 2021-1 FLX Mar 2026 9,000,000 $8.9M 1.88% ABS-O
10 First American Funds Inc. FGXXX Mar 2026 8,681,264 $8.7M 1.83% STIV
11 Wells Fargo & Co. WFC Mar 2026 7,201 $8.3M 1.76% EP
12 Bank of America Corp. BAC Mar 2026 6,927 $8.2M 1.74% EP
13 Farm Credit Bank of Texas FARMCB Mar 2026 7,165,000 $7.5M 1.57% EP
14 Nationwide Financial Services, Inc. NATMUT Mar 2026 7,000,000 $6.9M 1.46% DBT
15 Fifth Third Bancorp FITB Mar 2026 6,718,000 $6.7M 1.41% DBT
16 Summit Midstream Holdings, LLC / Summit Midstream Finance Corp. SUMMPL Mar 2026 6,490,000 $6.7M 1.41% DBT
17 BANK5 2024-5YR8 BANK5 Mar 2026 7,333,000 $6.5M 1.38% ABS-O
18 Agnc Investment Corp AGNC Mar 2026 604,131 $6.1M 1.28% EC
19 BBCMS MORTGAGE TRUST 2024-5C27 BBCMS Mar 2026 6,674,000 $5.9M 1.25% ABS-O
20 JPMorgan Chase & Co. JPM Mar 2026 238,796 $5.8M 1.22% EP
21 PacifiCorp. BRKHEC Mar 2026 6,000,000 $5.7M 1.19% DBT
22 Cincinnati Bell Telephone Company CBB Mar 2026 5,315,000 $5.4M 1.13% DBT
23 Air Lease Corporation AL Mar 2026 5,500,000 $5.3M 1.13% DBT
24 ATRIUM HOTEL PORTFOLIO TRUST 2024-A AHPT Mar 2026 5,000,000 $5.1M 1.07% ABS-O
25 Farm Credit Bank of Texas FARMCB Mar 2026 4,950,000 $5.1M 1.07% EP
26 BX 2025-BIO3 BX Mar 2026 5,000,000 $5.0M 1.05% ABS-O
27 Nexpoint Real Estate Finance Inc NREF Mar 2026 5,000,000 $5.0M 1.05% DBT
28 KREF 2021-Fl2 Ltd. KREF Mar 2026 5,000,000 $5.0M 1.05% ABS-CBDO
29 LOANCORE 2021-CRE6 ISSUER LTD LNCR Mar 2026 5,000,000 $5.0M 1.05% ABS-CBDO
30 NextEra Energy Capital Holdings Inc NEE Mar 2026 5,000,000 $4.8M 1.02% DBT
31 The Charles Schwab Corporation SCHW Mar 2026 4,500,000 $4.5M 0.94% DBT
32 VMC FIN LL 2021-FL4 VMC Mar 2026 4,441,119 $4.4M 0.93% ABS-CBDO
33 GPMT LTD 2021-FL4 GPMT Mar 2026 5,000,000 $4.4M 0.92% ABS-CBDO
34 Goldman Sachs Group, Inc. GS Mar 2026 227,711 $4.3M 0.91% EP
35 M&T Bank Corporation MTB Mar 2026 4,412,000 $4.3M 0.90% DBT
36 New Economy Assets Phase 1 Issuer LLC USRE Mar 2026 6,750,000 $4.2M 0.90% ABS-O
37 Horizon Mut Holding Inc. BCBSNJ Mar 2026 4,500,000 $4.2M 0.89% DBT
38 Genworth Financial Inc. GNW Mar 2026 5,151,000 $4.2M 0.88% DBT
39 GPMT LTD GPMT Mar 2026 4,465,000 $4.1M 0.86% ABS-CBDO
40 Entergy Corporation ETR Mar 2026 4,000,000 $4.1M 0.86% DBT
41 Corebridge Financial Inc. CRBG Mar 2026 4,000,000 $4.0M 0.85% DBT
42 Fortress Transportation & Infrastructure Investors LLC FTAI Mar 2026 4,000,000 $4.0M 0.84% DBT
43 Andeavor LLC MPC Mar 2026 4,000,000 $4.0M 0.84% DBT
44 Phillips 66 Co. PSX Mar 2026 4,000,000 $3.9M 0.83% DBT
45 BENCHMARK 2024-V5 MORTGAGE TRUST BMARK Mar 2026 4,249,000 $3.9M 0.82% ABS-O
46 Champ Acquisition Corp VISANT Mar 2026 3,497,000 $3.7M 0.77% DBT
47 MORGAN STNLY BAML TR 2025-5C1 MSBAM Mar 2026 4,098,000 $3.6M 0.75% ABS-O
48 STWD 2022-FL3 LTD STWD Mar 2026 3,590,000 $3.6M 0.75% ABS-CBDO
49 Annaly Capital Management, Inc. NLY Mar 2026 144,862 $3.5M 0.75% EP
50 Citigroup Inc. C Mar 2026 3,500,000 $3.5M 0.75% DBT
51 Bxmt 2020-Fl2 Ltd. BXMT Mar 2026 3,500,000 $3.5M 0.73% ABS-CBDO
52 Huntington Bancshares Incorporated HBAN Mar 2026 3,500,000 $3.4M 0.73% DBT
53 New Economy Assets Phase 1 Issuer LLC USRE Mar 2026 4,000,000 $3.4M 0.71% ABS-O
54 Jetblue Airways Corp 2020-1B Pass Through Trust JBLU Mar 2026 3,260,140 $3.3M 0.69% ABS-O
55 American Electric Power Co, Inc. AEP Mar 2026 3,290,000 $3.2M 0.69% DBT
56 Verde Purchaser LLC VRTV Mar 2026 3,000,000 $3.1M 0.66% DBT
57 Oneok Inc. OKE Mar 2026 3,000,000 $3.1M 0.66% DBT
58 Corebridge Financial Inc. CRBG Mar 2026 3,000,000 $3.1M 0.64% DBT
59 Hartford Life Inc TALRES Mar 2026 3,000,000 $3.0M 0.64% DBT
60 Energy Transfer LP ET Mar 2026 3,000,000 $3.0M 0.64% DBT
61 UNIV TRUST 2025-APTS UNIV Mar 2026 3,000,000 $3.0M 0.63% ABS-O
62 BMO 2024-5C4 MORTGAGE TRUST BMO Mar 2026 3,374,000 $3.0M 0.63% ABS-O
63 Tenneco LLC TENINC Mar 2026 3,000,000 $3.0M 0.63% DBT
64 Total Return Securities Fund SWZ Mar 2026 500,294 $3.0M 0.63% EC
65 Spire Inc SR Mar 2026 3,000,000 $3.0M 0.63% DBT
66 Eversource Energy ES Mar 2026 3,000,000 $3.0M 0.62% DBT
67 Stanley Black & Decker, Inc. SWK Mar 2026 3,000,000 $2.9M 0.62% DBT
68 Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation IEP Mar 2026 3,000,000 $2.8M 0.59% DBT
69 U.S. Bancorp. USB Mar 2026 187,020 $2.8M 0.58% EP
70 JetBlue Airways Corporation JBLU Mar 2026 2,714,074 $2.7M 0.58% ABS-O
71 SMB Private Education Loan Trust SMB Mar 2026 3,000,000 $2.7M 0.57% ABS-O
72 Tidewater Inc New TDW Mar 2026 2,500,000 $2.7M 0.56% DBT
73 MFS HIGH YIELD MUN TR CMU Mar 2026 731,734 $2.6M 0.55% EC
74 MetLife Inc. MET Mar 2026 2,000,000 $2.6M 0.55% DBT
75 APA Corp. APA Mar 2026 3,000,000 $2.5M 0.53% DBT
76 Aptiv PLC / Aptiv Global Financing DAC APTV Mar 2026 2,500,000 $2.5M 0.53% DBT
77 Energy Transfer LP ET Mar 2026 2,500,000 $2.5M 0.53% DBT
78 Enstar Finance Llc ESGR Mar 2026 2,500,000 $2.5M 0.52% DBT
79 Sammons Financial Group Inc SAMMON Mar 2026 2,500,000 $2.4M 0.50% DBT
80 Bausch Plus Lomb Corp. BLCOCN Mar 2026 2,180,000 $2.3M 0.47% DBT
81 Perrigo Company PLC PRGO Mar 2026 3,485,000 $2.2M 0.47% DBT
82 Green Dot Corp GDOT Mar 2026 2,000,000 $2.2M 0.45% DBT
83 Enova International Inc. ENVA Mar 2026 2,000,000 $2.1M 0.45% DBT
84 Wells Fargo & Co. WFC Mar 2026 2,000,000 $2.1M 0.44% DBT
85 Mineral Resources Ltd. MINAU Mar 2026 2,000,000 $2.1M 0.44% DBT
86 Nustar Logistics, L.P. NSUS Mar 2026 2,000,000 $2.1M 0.44% DBT
87 American Electric Power Co, Inc. AEP Mar 2026 2,000,000 $2.1M 0.44% DBT
88 Mckesson Corp. MCK Mar 2026 2,000,000 $2.1M 0.43% DBT
89 Altagas Ltd ALACN Mar 2026 2,000,000 $2.0M 0.43% DBT
90 Bank of Nova Scotia BNS Mar 2026 2,000,000 $2.0M 0.43% DBT
91 Citigroup Inc. C Mar 2026 2,000,000 $2.0M 0.42% DBT
92 Deluxe Corporation DLX Mar 2026 2,000,000 $2.0M 0.42% DBT
93 F&G Annuities & Life Inc. FG Mar 2026 2,000,000 $2.0M 0.42% DBT
94 Citigroup Inc. C Mar 2026 2,000,000 $2.0M 0.42% DBT
95 Pitney Bowes Inc. PBI Mar 2026 2,000,000 $2.0M 0.42% DBT
96 Truist Financial Corp. TFC Mar 2026 2,000,000 $2.0M 0.42% DBT
97 Citigroup Inc. C Mar 2026 2,000,000 $2.0M 0.42% DBT
98 BX Trust 2018-Bilt BX Mar 2026 2,000,000 $2.0M 0.42% ABS-O
99 Capital One Financial Corp. COF Mar 2026 2,000,000 $2.0M 0.42% DBT
100 Cascades Inc. CASCN Mar 2026 2,000,000 $2.0M 0.42% DBT
101 LAFAYETE FEDERAL CREDIT UNION ASSET TRUST 2026-HI1 50625BAD7 Mar 2026 1,961,186 $1.9M 0.41% ABS-O
102 MFS INVT GRADE MUN TR CXH Mar 2026 241,372 $1.9M 0.41% EC
103 CCO Holdings, LLC/ CCO Holdings Capital Corp. CHTR Mar 2026 2,000,000 $1.9M 0.40% DBT
104 JetBlue Airways Corp. / JetBlue Loyalty LP JBLU Mar 2026 2,000,000 $1.9M 0.40% DBT
105 Mattamy Group Corp MATHOM Mar 2026 2,000,000 $1.9M 0.40% DBT
106 Embecta Corp. EMBC Mar 2026 2,000,000 $1.9M 0.39% DBT
107 Huntsman International LLC HUN Mar 2026 2,000,000 $1.8M 0.39% DBT
108 Eaton Vance Floating Rate Income Trust EFT Mar 2026 170,280 $1.8M 0.39% EC
109 Annaly Capital Management, Inc. NLY Mar 2026 70,864 $1.8M 0.38% EP
110 ONITY LOAN INVESTMENT TRUST 2025-HB1 OLIT Mar 2026 1,877,000 $1.8M 0.37% ABS-O
111 South Jersey Industries Inc SJI Mar 2026 2,000,000 $1.7M 0.37% DBT
112 APA Corp. APA Mar 2026 2,000,000 $1.7M 0.36% DBT
113 Enterprise Products Operating LLC EPD Mar 2026 1,711,000 $1.7M 0.36% DBT
114 INVESCO SR INCOME TR VVR Mar 2026 518,888 $1.7M 0.35% EC
115 APA Corp. APA Mar 2026 2,000,000 $1.6M 0.34% DBT
116 Eaton Vance Senior Income Trust EVF Mar 2026 307,371 $1.5M 0.32% EC
117 Avianca Midco 2 PLC AVIAGP Mar 2026 1,556,714 $1.5M 0.32% DBT
118 Nuveen Credit Strategies Income Fund JQC Mar 2026 306,035 $1.5M 0.31% EC
119 General Motors Financial Company Inc GM Mar 2026 1,500,000 $1.5M 0.31% DBT
120 Vistra Operations Co LLC VST Mar 2026 1,460,000 $1.5M 0.31% DBT
121 Aretec Escrow Issuer 2 Inc. RCAP Mar 2026 1,350,000 $1.4M 0.30% DBT
122 RiverNorth Capital and Income Fund Inc RSF Mar 2026 97,182 $1.4M 0.30% EC
123 The J M Smucker Company SJM Mar 2026 1,250,000 $1.3M 0.27% DBT
124 Capital One Financial Corp. COF Mar 2026 65,394 $1.2M 0.26% EP
125 Ares Dynamic Cr Allocation Fd Inc ARDC Mar 2026 97,237 $1.2M 0.25% EC
126 Finance Of America Structured Securities Tr 2017-HB1 FASST Mar 2026 1,215,785 $1.2M 0.25% ABS-O
127 Eaton Vance Senior Floating Rate Trust EFR Mar 2026 108,870 $1.1M 0.24% EC
128 SPDR Series Trust SJNK Mar 2026 45,777 $1.1M 0.24% EC
129 Blackrock Floating Rate Income Trust BGT Mar 2026 103,027 $1.1M 0.23% EC
130 Enbridge Inc. ENBCN Mar 2026 1,000,000 $1.1M 0.22% DBT
131 DISH Network Corporation DISH Mar 2026 1,000,000 $1.0M 0.22% DBT
132 California First Leasing Corp CFNB Mar 2026 37,673 $942K 0.20% EC
133 N/A N/A Mar 2026 1,000,000 $938K 0.00% DBT
134 The Allstate Corporation ALL Mar 2026 900,000 $900K 0.19% DBT
135 CVS Lease Backed Pass Thru Ctf CVSPAS Mar 2026 574,152 $542K 0.11% DBT
136 Fifth Third Bancorp FITB Mar 2026 500,000 $498K 0.10% DBT
137 Cobank ACB COBKAC Mar 2026 345,000 $351K 0.07% DBT
138 N/A N/A Mar 2026 704,314 $289K 0.00%
139 Carvana Co CVNA Mar 2026 250,000 $270K 0.06% DBT
140 Genworth Financial Inc. GNW Mar 2026 215,000 $217K 0.05% DBT
141 PIONEER AIRCRAFT FINANCE LIMITED PION Mar 2026 181,954 $182K 0.04% ABS-O
142 Public Storage PSA Mar 2026 3,955 $78K 0.02% EP
143 N/A N/A Mar 2026 364,437 $77K 0.00%
144 N/A N/A Mar 2026 163,375 $59K 0.00%
145 Invesco Exchange Traded Fund Trust II BKLN Mar 2026 2,733 $56K 0.01% EC
146 N/A N/A Mar 2026 194,683 $29K -6.16%
147 N/A N/A Mar 2026 613,257 $1 -1.29%
148 N/A N/A Mar 2026 245,326 $0 -5.27%