NOTEX Mutual Fund

NOTEX Mutual Fund

NAV$9.41
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Showing top 50 of 355 holdings · as of Mar 31, 2026
NOTEX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1Triborough Brdg & Tunl Auth N 5% Dec 01, 2050Financials · Diversified Financial Services
0.87%
0.9%$6.47MFinancialsDiversified Financial Services
2California Cmnty Choice Fing A Ccedev 05/54 Adjustable Var 05-01-1954Financials · Diversified Financial Services
0.85%
1.7%$6.33MFinancialsDiversified Financial Services
Sector and industry · Pro
3Kentucky St Public Energy Auth Kyspwr 06/55 Adjustable Var
0.85%
2.6%$6.35M
4New York Ny Go Vrdo
0.81%
3.4%$6.00M
5School District Of 5.00% 5 2028-07-01
0.78%
4.2%$5.84M
6Miami-Dade Cnty Fla Seaport Rev 3.0% Due Oct 1, 2050
0.73%
4.9%$5.45M
7DebtMassachusetts St Ma St
0.71%
5.6%$5.26M
8City Of Salt Lake C 5.00%
0.71%
6.3%$5.32M
9New York City Ny Muni 06/15/2045
0.70%
7.0%$5.25M
10Pennsylvania State 5.00%
0.69%
7.7%$5.13M
11Tennergy Corp Tn Gas Revenue
0.68%
8.4%$5.05M
12Main Street Natural Gas Inc Ga Regd N/C V/R B/E 4.00000000
0.68%
9.1%$5.06M
13State Of California
0.67%
9.7%$5.01M
14Miami-dade County, Florida, Aviation Revenue Bonds, Refunding Series 2015a
0.67%
10.4%$5.00M
15Schaumbur 4.% 12/01/41
0.67%
11.1%$4.99M
16University Tex Perm Univ Fd Univ Fund Bds 2016 B
0.67%
11.7%$5.02M
17DebtWa St Hlth Car
0.67%
12.4%$5.00M
18Colorado St 2018 A
0.67%
13.1%$5.01M
19Shreveport, Louisiana, Water and Sewer Revenue Bonds, Series 2016b
0.67%
13.8%$5.02M
20Fayette County School District Finance Corporation, Kentucky, School Building Revenue Bonds, Series 2018a
0.66%
14.4%$4.88M
21Adams County School District No. 1
0.65%
15.1%$4.83M
22DebtQueen Creek, Arizona, Excise Tax and State Shared Revenue Obligation Bonds, Series 2024
0.65%
15.7%$4.82M
23DebtNew York State Environmental Facilities Corp
0.63%
16.3%$4.70M
24Massachusetts Cmnwl-D 01/10/2050
0.63%
17.0%$4.67M
25Bexar County, Texas, Certificates Of Obligation, Combination Tax & Revenue Series 2023
0.61%
17.6%$4.53M
26Wisconsin Health & 4.00%
0.60%
18.2%$4.47M
27DebtHealth Care Authority
0.60%
18.8%$4.45M
28Oklahoma St Wtr Res Brd St Loa 4.5% 01/Oct/2050 4.5 2050-10-01
0.59%
19.4%$4.39M
29DebtOmaha Public Power District
0.58%
19.9%$4.32M
30DebtCoty, Inc
0.57%
20.5%$4.24M
31State Of Illinois 5.00% 5 2029-04-01
0.57%
21.1%$4.23M
32Michigan St Hosp Fin Auth Mismed 11/29 Fixed 5
0.57%
21.7%$4.26M
33Maricopa Cnty Az Indl Dev Auth Regd V/R B/E 5.00000000
0.56%
22.2%$4.16M
34State Of Washington 5.00% 5 2049-06-01
0.56%
22.8%$4.19M
35Charlotte-Mecklenburg Hospital Authority (The), Series 2007 B 01/15/2038
0.54%
23.3%$4.00M
36New York City Municipal Water Finance Authority, Series 2014 Aa-1
0.54%
23.9%$4.04M
37California Cmnty Choice Fing Auth Clean Energy Proj Rev Var 01-Dec-2055
0.54%
24.4%$4.04M
38City Of Glens Falls 4.00% 4 2027-02-26
0.54%
24.9%$4.04M
39DebtWashington Health Care Facilities Authority
0.52%
25.5%$3.87M
40DebtLouisville/Jefferson
0.51%
26.0%$3.84M
41Port Of Seattle Wa 5.00%
0.51%
26.5%$3.82M
42Wisconsin St Hlth & Eductnl Fa Frn 01/Dec/2046 2046-12-01
0.51%
27.0%$3.81M
43McAfee Corp., Series 144A, Senior, Unsecured, Notes, Callable, 7.375% Feb 15, 2030
0.51%
27.5%$3.78M
44DebtCalifornia Cmnty Choice Fing A Ccedev 02/55 Adjustable Var
0.50%
28.0%$3.75M
45Illinois State Univ 5.25%
0.50%
28.5%$3.70M
46Lee Cnty Fl Sch Brd Cops 5.0% 01/Aug/2040
0.50%
29.0%$3.72M
47Louisiana St Local Govt Envrnm Lasfac 04/36 Fixed 2.5
0.49%
29.5%$3.62M
48DebtCity Of Orlando Fl Reclamation System Revenue
0.49%
30.0%$3.62M
49Houston Tex 5.25% 07/32 5.25
0.49%
30.5%$3.68M
50New York Liberty Development Corp 2.25 2041-02-15
0.49%
31.0%$3.67M
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NOTEX Mutual Fund All Holdings

NOTEX holdings total 377 positions. The top 10 holdings account for 7.7% of the fund, led by Triborough Brdg & Tunl Auth N 5% Dec 01, 2050 at 0.9%, California Cmnty Choice Fing A Ccedev 05/54 Adjustable Var 05-01-1954 at 0.8%, Kentucky St Public Energy Auth Kyspwr 06/55 Adjustable Var at 0.8%.

NOTEX portfolio concentration is well-diversified, with the top 10 representing 7.7% of total assets. The largest sector exposure is Financials at 25.2%.

NOTEX sectors provide a detailed breakdown. NOTEX overlap shows how holdings compare to other funds in your portfolio.