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Holdings (Monthly) Guide ↗

Fundamental Family Office Allocation Fund

· Advisors' Inner Circle Iii
Monthly Holdings $67M AUM 4 positions Period Jun 2026 Filed Aug 27, 2026 EDGAR ↗ ← All Funds
All 17 New 2 Added 26 Reduced 4 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
United States of America 912797TT4 750,000 SOLD $0.7M
NATURAL RESOURCE PARTNERS L.P. 63900P608 5,296 SOLD $0.6M
DELTA AIR LINES, INC. 247361702 1,350 SOLD $0.1M
IHEARTCOMMUNICATIONS, INC. 45174HBC0 545 SOLD $0.0M