Titelia

Holdings of Ambrus Core Bond Fund

FundVantage Trust · Original filing · Compare with another fund · Report an error

Net assets
564.9M $ including 28.7M $ in equities, 5.1 %
Positions
3 in 1 countries
Bond lines
104 from 82 companies
Top ten
5.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1iShares 0-5 Year TIPS Bond ETF 150,00015.5M $2.75 %
2State Street SPDR Portfolio High Yield Bond ETF 320,0007.5M $1.32 %
3PIMCO FUNDS 116,3645.7M $1.02 %

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The bonds it holds

82 companies, 104 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Goldman Sachs Group Inc/The512.4M $2.20 %
2Citigroup Inc410M $1.78 %
3Bank of America Corp28.8M $1.56 %
4Bank of New York Mellon Corp/The68.4M $1.49 %
5AES Corp/The26.1M $1.08 %
6Helmerich & Payne Inc15.8M $1.03 %
7FactSet Research Systems Inc15.3M $0.94 %
8Boeing Co/The15.1M $0.91 %
9Stanley Black & Decker Inc14.5M $0.81 %
10Prudential Financial, Inc.14.2M $0.75 %
11Capital One Financial Corp24M $0.71 %
12State Street Corp23.9M $0.69 %
13UnitedHealth Group Inc23.8M $0.67 %
14DENTSPLY SIRONA Inc13.7M $0.65 %
15Humana Inc23.7M $0.65 %
16Dominion Energy Inc13.6M $0.64 %
17Whirlpool Corp13.6M $0.63 %
18Leggett & Platt Inc13.4M $0.60 %
19Albemarle Corp13.4M $0.60 %
20MetLife Inc13.3M $0.59 %
21Valero Energy Corp13.3M $0.58 %
22Wells Fargo & Co22.9M $0.52 %
23Oracle Corp12.9M $0.51 %
24Synchrony Financial12.9M $0.51 %
25Hyatt Hotels Corp12.9M $0.51 %
26FS KKR Capital Corp12.9M $0.51 %
27LKQ Corp12.8M $0.50 %
28Concentrix Corp12.8M $0.50 %
29Brunswick Corp/DE12.6M $0.46 %
30Northern Trust Corp22.4M $0.43 %
31Pfizer Inc12.3M $0.41 %
32Viatris Inc22.3M $0.40 %
33Kroger Co/The12.2M $0.40 %
34Comcast Corp12.2M $0.40 %
35PVH Corp12.2M $0.39 %
36Hasbro Inc12.1M $0.37 %
37Darden Restaurants Inc12.1M $0.37 %
38Paychex Inc12.1M $0.37 %
39Arrow Electronics Inc12M $0.36 %
40EQT AB12M $0.36 %
41Salesforce Inc12M $0.35 %
42Carlyle Secured Lending Inc12M $0.35 %
43Tapestry Inc11.9M $0.35 %
44Intel Corp11.9M $0.34 %
45Kinder Morgan, Inc.11.7M $0.30 %
46Zions Bancorp NA11.7M $0.30 %
47Trimble Inc11.6M $0.28 %
48Devon Energy Corp11.5M $0.27 %
49American Financial Group Inc/OH11.5M $0.26 %
50Kyndryl Holdings Inc11.4M $0.25 %
51Motorola Solutions Inc11.4M $0.24 %
52Western Alliance Bancorp11.3M $0.24 %
53Broadridge Financial Solutions Inc11.2M $0.22 %
54Jacobs Solutions, Inc.11.1M $0.20 %
55Altria Group, Inc.11.1M $0.20 %
56Cheniere Energy Partners LP11M $0.19 %
57Polaris Inc11M $0.19 %
58Westinghouse Air Brake Technologies Corp11M $0.18 %
59Equitable Holdings Inc11M $0.18 %
60US Bancorp11M $0.18 %
61Air Lease Corp1998.2K $0.18 %
62Jacobs Solutions Inc1987.1K $0.17 %
63Oaktree Specialty Lending Corp1975.4K $0.17 %
64Bain Capital Specialty Finance Inc1954.9K $0.17 %
65Genuine Parts Co2930.1K $0.16 %
66Fortinet Inc1886.3K $0.16 %
67Jones Lang LaSalle Inc1871.2K $0.15 %
68Jefferies Financial Group Inc1871K $0.15 %
69J M Smucker Co/The1689.3K $0.12 %
70Teledyne Technologies Inc1687.4K $0.12 %
71AT&T Inc1550.1K $0.10 %
72Tyson Foods Inc1517.1K $0.09 %
73Main Street Capital Corp.1514.5K $0.09 %
74Lennar Corp1506.3K $0.09 %
75IDEX Corp1505.5K $0.09 %
76Barings BDC Inc1504.3K $0.09 %
77Morgan Stanley Direct Lending Fund1503.3K $0.09 %
78JPMorgan Chase & Co1502.8K $0.09 %
79GOLUB CAPITAL BDC INC1498.6K $0.09 %
80Fiserv Inc1497.4K $0.09 %
81Toronto-Dominion Bank/The1492.3K $0.09 %
82Hercules Capital Inc1490.5K $0.09 %

Sector breakdown

  • Unattributed 100.0 %

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 States328.7M $100.00 %
Cite this page

Titelia. "Holdings of Ambrus Core Bond Fund". https://titelia.com/en/funds/S000077406