Titelia

Holdings of YORKTOWN MULTI-SECTOR BOND FUND

American Pension Investors Trust · Original filing · Compare with another fund · Report an error

Net assets
349.2M $ including 9.6M $ in equities, 2.8 %
Positions
6 in 1 countries
Bond lines
98 from 75 companies
Top ten
2.8 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1iShares Convertible Bond ETF 20,0002.3M $0.65 %
2SPDR Series Trust 20,0002M $0.58 %
3Vanguard Emerging Markets Government Bond ETF 30,0002M $0.58 %
4iShares iBoxx USD Investment Grade Corporate Bond ETF 14,0001.5M $0.44 %
5iShares Preferred and Income S 32,0001M $0.29 %
6iShares Trust 10,000803.8K $0.23 %

Download this table: CSV, JSON

The bonds it holds

75 companies, 98 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Citigroup Inc35M $1.44 %
2Barclays PLC34.6M $1.32 %
3JPMorgan Chase & Co23.1M $0.89 %
4State Street Corp23.1M $0.88 %
5UniCredit SpA22.5M $0.72 %
6HP Inc12.5M $0.72 %
7Carnival Corp22.5M $0.70 %
8Broadcom Inc32.4M $0.67 %
9Wells Fargo & Co22.1M $0.60 %
10Toronto-Dominion Bank/The22.1M $0.60 %
11Royal Bank of Canada12.1M $0.60 %
12Goldman Sachs Group Inc/The22.1M $0.59 %
13Dominion Energy Inc22M $0.57 %
14UBS Group AG22M $0.57 %
15NRG Energy Inc22M $0.57 %
16Service Corp International/US12M $0.57 %
17Bank of America Corp12M $0.57 %
18Iron Mountain Inc22M $0.57 %
19Amazon.com Inc12M $0.56 %
20Nordea Bank Abp22M $0.56 %
21GATX Corp12M $0.56 %
22Standard Chartered PLC11.9M $0.55 %
23ING Groep NV21.9M $0.55 %
24McDonald's Corp.11.9M $0.54 %
25Home Depot Inc/The21.8M $0.52 %
26Societe Generale SA21.6M $0.47 %
27BNP Paribas SA11.6M $0.46 %
28Bank of Nova Scotia/The21.6M $0.45 %
29Tenet Healthcare Corp11.5M $0.43 %
30GE Vernova Inc11.5M $0.43 %
31Union Pacific Corp21.4M $0.40 %
32Freddie Mac11.2M $0.34 %
33Lloyds Banking Group PLC11.1M $0.31 %
34HSBC Holdings PLC11M $0.30 %
35Marathon Petroleum Corp11M $0.29 %
36Humana Inc11M $0.29 %
37Assurant Inc11M $0.29 %
38CSX Corp11M $0.29 %
39Coca-Cola Co/The11M $0.29 %
40Energy Transfer LP11M $0.29 %
41MGM Resorts International11M $0.29 %
42Charles Schwab Corp/The1999K $0.29 %
43Air Canada1998K $0.29 %
44US Bancorp1997.3K $0.29 %
45Bank of New York Mellon Corp/The1997.2K $0.29 %
46Boyd Gaming Corp1996K $0.29 %
47American Express Co1991.2K $0.28 %
48Alphabet Inc1990.4K $0.28 %
49Meta Platforms Inc1988.5K $0.28 %
50Kroger Co/The1988.2K $0.28 %
51BWX Technologies Inc1987.8K $0.28 %
52Hewlett Packard Enterprise Co1977.5K $0.28 %
53Target Corp1974.3K $0.28 %
54Credit Agricole SA1974.1K $0.28 %
55Southern Co/The1973.5K $0.28 %
56Pilgrim's Pride Corp1961.9K $0.28 %
57United Parcel Service Inc1959.2K $0.27 %
58PepsiCo Inc1956.9K $0.27 %
59Lowe's Cos Inc1947.7K $0.27 %
60Honeywell International Inc1936K $0.27 %
61Nissan Motor Co Ltd1934.8K $0.27 %
62Yum! Brands Inc1932.1K $0.27 %
63Ball Corp1910.1K $0.26 %
64Walmart Inc1867.2K $0.25 %
65Banco Bilbao Vizcaya Argentaria SA1802.9K $0.23 %
66Molson Coors Beverage Co1785.4K $0.22 %
67Chart Industries Inc1519.7K $0.15 %
68Norfolk Southern Corp1511.3K $0.15 %
69SUNOCO LP1502.4K $0.14 %
70American Electric Power Co Inc1492.8K $0.14 %
71Performance Food Group Co1485.1K $0.14 %
72Prosus NV1457.2K $0.13 %
73Constellation Brands Inc1442K $0.13 %
74Ford Motor Co1438.9K $0.13 %
75SBA Communications Corp1198.9K $0.06 %

Sector breakdown

  • Funds 8.4 %
  • Unattributed 91.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States69.6M $100.00 %
Cite this page

Titelia. "Holdings of YORKTOWN MULTI-SECTOR BOND FUND". https://titelia.com/en/funds/S000008428