BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
Holdings (Monthly) Guide ↗

Holbrook Total Return Fund

· Two Roads Shared Trust
Monthly Holdings $19M AUM 69 positions Period Jan 2026 Filed Apr 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 United States Treasury Bonds 912810QV3 Jan 2026 700,000 $787K 4.22% DBT
2 X-Caliber Funding Llc 98373XAE0 Jan 2026 700,000 $700K 3.75% ABS-O
3 United States Treasury Bonds 912810TY4 Jan 2026 700,000 $666K 3.57% DBT
4 BAHA TRUST 2024-MAR 05493XAJ9 Jan 2026 600,000 $634K 3.40% ABS-O
5 MORGAN STANLEY CAPTAL 24-BPR2 61776EAE3 Jan 2026 500,000 $534K 2.86% ABS-O
6 MORGAN STANLEY CAPTAL 24-BPR2 61776EAG8 Jan 2026 500,000 $523K 2.80% ABS-O
7 Great Elm Capital Corporation 390320877 Jan 2026 20,432 $516K 2.77% EP
8 GSMS 2024-FAIR 36270JAG0 Jan 2026 500,000 $514K 2.75% ABS-O
9 Blue Owl Technology Finance Corp. 095924AB2 Jan 2026 500,000 $508K 2.72% DBT
10 MMP Capital LLC 55330PAA7 Jan 2026 500,000 $505K 2.71% DBT
11 X-Caliber Funding Llc 98373XBP4 Jan 2026 500,000 $505K 2.71% ABS-O
12 NewtekOne Inc 652526AE4 Jan 2026 500,000 $503K 2.70% DBT
13 ReadyCap Holdings LLC 755763AE9 Jan 2026 500,000 $501K 2.69% DBT
14 Stellus Capital Investment Corporation 858568AC2 Jan 2026 500,000 $501K 2.68% DBT
15 CAPITAL FUNDING MORTGAGE TRUST- 032 14023AAB7 Jan 2026 500,000 $500K 2.68% ABS-O
16 Equify Financial LLC 29446PAA3 Jan 2026 500,000 $500K 2.68% DBT
17 W & T Offshore Inc. 92922PAN6 Jan 2026 500,000 $494K 2.65% DBT
18 ONITY LN INVT TR 2024-HB2 68278DAD5 Jan 2026 500,000 $491K 2.63% ABS-O
19 Enstar Group Ltd 29359U109 Jan 2026 20,388 $489K 2.62% EP
20 MORGAN STANLEY CAPTAL 24-BPR2 61776EAL7 Jan 2026 500,000 $488K 2.62% ABS-O
21 Fidus Investment Corporation 316500AD9 Jan 2026 490,000 $486K 2.61% DBT
22 CFMT 2024-HB15 LLC 15723AAD3 Jan 2026 500,000 $485K 2.60% ABS-O
23 CFMT 2024-HB14 LLC 12530XAD3 Jan 2026 500,000 $483K 2.59% ABS-O
24 JP Morgan Chase Commercial Mortgage Securities Corp. 46649GAA2 Jan 2026 1,000,000 $480K 2.57% ABS-O
25 CFMT 2025-HB16 LLC 12531BAD0 Jan 2026 500,000 $479K 2.57% ABS-O
26 ONITY LOAN INVESTMENT TRUST 2025-HB1 68278EAD3 Jan 2026 500,000 $466K 2.50% ABS-O
27 Gladstone Investment Corporation 376546867 Jan 2026 17,339 $444K 2.38% EP
28 CAPITAL FUNDING MORTGAGE TRUST -031 14023CAB3 Jan 2026 432,072 $437K 2.34% ABS-O
29 Trinity Capital Inc. 896442704 Jan 2026 17,014 $432K 2.32% EP
30 Cfmt 2025 AB3 LLC 15723JAF9 Jan 2026 509,858 $407K 2.18% ABS-O
31 First American Funds Inc. 31846V336 Jan 2026 320,247 $320K 1.72% STIV
32 Federal National Mortgage Association 3136BUUF5 Jan 2026 500,000 $283K 1.52% ABS-O
33 MORGAN STANLEY CAPTAL 24-BPR2 61776EAJ2 Jan 2026 250,000 $253K 1.36% ABS-O
34 CAPITAL FUNDING MORTGAGE TRUST-029 14022JAB9 Jan 2026 250,000 $251K 1.34% ABS-O
35 Citigroup Inc. 1730T0HV4 Jan 2026 270,000 $242K 1.30% DBT
36 ONITY LOAN INVESTMENT TRUST 2025-HB2 68278FAE8 Jan 2026 250,000 $209K 1.12% ABS-O
37 FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3137HFDS1 Jan 2026 157,559 $158K 0.85% ABS-O
38 Bank of Nova Scotia 064159FA9 Jan 2026 200,000 $142K 0.76% DBT
39 Investcorp CR Mgmt BDC Inc 46090RAA2 Jan 2026 117,000 $116K 0.62% DBT
40 Bank 2017-Bnk9 06540RAF1 Jan 2026 10,903,842 $115K 0.62% ABS-O
41 Citigroup Commercial Mortgage Trust 17327FBG0 Jan 2026 8,039,476 $102K 0.55% ABS-O
42 Jefferies Financial Group Inc 47233JFF0 Jan 2026 140,000 $96K 0.51% DBT
43 Bank of Nova Scotia 064159FT8 Jan 2026 104,000 $70K 0.38% DBT
44 Goldman Sachs Group, Inc. 38147QS23 Jan 2026 71,000 $64K 0.34% DBT
45 Saratoga Investment Corp. 80349AAF6 Jan 2026 65,000 $63K 0.34% DBT
46 Morgan Stanley 61760QCH5 Jan 2026 80,000 $53K 0.28% DBT
47 Goldman Sachs Group, Inc. 38141GMD3 Jan 2026 55,000 $50K 0.27% DBT
48 Morgan Stanley 61760QGR9 Jan 2026 53,000 $48K 0.26% DBT
49 Goldman Sachs Group, Inc. 38141GTZ7 Jan 2026 50,000 $45K 0.24% DBT
50 GS Finance Corp 40057HNH9 Jan 2026 50,000 $43K 0.23% DBT
51 Lloyds Bank plc 5394E8BN8 Jan 2026 54,000 $33K 0.18% DBT
52 Barclays Bank plc 06741TVK0 Jan 2026 50,000 $31K 0.17% DBT
53 PennantPark Investment Corporation 708062AD6 Jan 2026 25,000 $25K 0.13% DBT
54 Goldman Sachs Group, Inc. 38147Q2A3 Jan 2026 25,000 $24K 0.13% DBT
55 Goldman Sachs Group, Inc. 38147QK21 Jan 2026 25,000 $23K 0.12% DBT
56 BofA Finance LLC 09709T6A4 Jan 2026 35,000 $23K 0.12% DBT
57 Goldman Sachs Group, Inc. 38141GSM7 Jan 2026 25,000 $22K 0.12% DBT
58 Lloyds Bank plc 5394E8CE7 Jan 2026 35,000 $22K 0.12% DBT
59 Jefferies Financial Group Inc 47233JBG2 Jan 2026 25,000 $20K 0.11% DBT
60 Barclays Bank plc 06741UFM1 Jan 2026 30,000 $20K 0.11% DBT
61 Natixis US Medium Term Note Program LLC 63873HME1 Jan 2026 30,000 $20K 0.11% DBT
62 Bank of Nova Scotia 064159FM3 Jan 2026 28,000 $19K 0.10% DBT
63 Goldman Sachs Group, Inc. 38141GGV0 Jan 2026 20,000 $19K 0.10% DBT
64 International Bank for Reconstruction & Development 45905UPQ1 Jan 2026 25,000 $17K 0.09% DBT
65 Lloyds Bank plc 5394E8CC1 Jan 2026 23,000 $17K 0.09% DBT
66 Morgan Stanley 61760QCW2 Jan 2026 15,000 $13K 0.07% DBT
67 Nomura America Finance LLC 65539ABE9 Jan 2026 15,000 $11K 0.06% DBT
68 Bank of Nova Scotia 064159ES1 Jan 2026 15,000 $11K 0.06% DBT
69 Goldman Sachs Group, Inc. 38141GPC2 Jan 2026 10,000 $9K 0.05% DBT