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Holdings (Monthly) Guide ↗

SanJac Alpha Low Duration ETF

· Manager Directed Portfolios
Monthly Holdings $3M AUM 14 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 1 New 2 Added 1 Reduced 3 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 TREASURY BILL 912797UC9 May 2026 900,000 NEW $897K 35.21% DBT
2 TSY INFL IX N/B 91282CNB3 Feb 2026 617,211 +108,221 $619K +19.2% 24.31% DBT
3 U.S. Bank Money Market Deposit Account USBFS04 Feb 2026 160,012 +135,657 $160K +557.0% 6.28% STIV
4 PENNYMAC MTGE INVESTMENT PMT Feb 2026 6,000 $152K -0.5% 5.94% EP
5 PENNYMAC MTGE INVESTMENT PMT Feb 2026 5,900 $151K +1.5% 5.94% EP
6 BABCOCK & WILCOX ENTERPR BW Feb 2026 5,068 $127K +0.4% 4.98% EP
7 NEXTERA ENERGY CAPITAL NEE Feb 2026 4,500 -5,000 $111K -53.8% 4.37% EP
8 MFA FINANCIAL INC MFA Feb 2026 4,000 $101K -0.5% 3.96% EP
9 CHIMERA INVESTMENT CORP CIM Feb 2026 3,000 $76K -0.7% 2.97% EP
10 TPG MORTGAGE INVEST TR MITT Feb 2026 3,000 $76K -0.8% 2.96% EP
11 MFA FINANCIAL INC MFA Feb 2026 3,000 $75K -0.5% 2.95% EP
TREASURY BILL 912797RV1 700,000 SOLD $0.7M
US TREASURY N/B 91282CPJ4 200,000 SOLD $0.2M
PACIFIC GAS & ELECTRIC 694308JM0 100,000 SOLD $0.1M