PHSIX Mutual Fund

PHSIX Mutual Fund

NAV$9.10
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Showing top 50 of 703 holdings · as of Sep 30, 2025
PHSIX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtGerman Treasury Bill Bills Regs 10/22 0.00000
2.60%
2.6%-$13.13M--
2DebtTreasury Note (Otr) 4.63% Feb 15, 2035Financials · Banks
1.50%
4.1%-$7.56MFinancialsBanks
Sector and industry · Pro
3DebtU.S. Treasury Note, 4.50%, Due 12/31/2031
1.12%
5.2%-$5.64M
4Debt1011778 Bc / New Red Fin
0.87%
6.1%-$4.39M
5DebtTreasury Bill Dec 02, 2025
0.81%
6.9%-$4.07M
6Uk Tsy Gilt
0.73%
7.6%-$3.66M
7DebtUs Treasury N/B 03/30 4
0.68%
8.3%-$3.41M
8DebtTreasury Bill 0% Nov 06, 2025
0.57%
8.9%-$2.89M
9Canada (Government Of) Sep 1, 2029 3.5
0.57%
9.5%-$2.89M
10DebtVenture Global Lng
0.55%
10.0%-$2.80M
11Cdx Hy44 5Y Ice
0.52%
10.5%1$2.64M
12Corporate Bonds
0.51%
11.0%-$2.56M
13DebtUs Treasury N/B
0.49%
11.5%-$2.49M
14DebtUnited Rentals North Am
0.48%
12.0%-$2.41M
15DebtTreasury Bill Oct 28, 2025
0.47%
12.5%-$2.39M
16Venture Global Plaquemines Lng Llc 6.5% 15-Jan-2034
0.47%
12.9%-$2.37M
17IHO Verwaltungs GmbH 6.38%, 05/15/29
0.47%
13.4%-$2.37M
18Ball Corporation 2.88% Aug 15, 2030
0.44%
13.9%-$2.23M
19Cco Holdings Llc / Cco Holdings Capital Corp
0.44%
14.3%-$2.22M
20Valaris Ltd Sr Secured 04/28 8.25
0.44%
14.7%-$2.23M
21Rocket Cos 6.125% 08/30
0.42%
15.2%-$2.13M
22DebtVmed O2 Uk Finan
0.42%
15.6%-$2.10M
23Allied Universal Holdco Llc 7.875% 15-Feb-2031
0.41%
16.0%-$2.06M
24Electricite De France 5
0.40%
16.4%-$2.01M
25DebtIntralot Capital Lux
0.40%
16.8%-$2.01M
26Vz Secured Financing Bv 5% 15Jan2032
0.39%
17.2%-$1.97M
27DebtCco Holdings Llc/Cap Corp Sr Unsecured 144A 02/28 5
0.39%
17.6%-$1.99M
28Warnermedia Holding 144A 4.28% Mar 15, 2032
0.39%
18.0%-$1.95M
29DebtAdvance Auto Parts Sr Unsecured 144A 08/30 7 7 2030-08-01
0.39%
18.3%-$1.96M
30Pure Gym Ltd (Pinnacle Bidco Plc)
0.39%
18.7%-$1.97M
31DebtCerdia Finanz Gmbh
0.39%
19.1%-$1.96M
32Alliant Holdings 7% 01/31
0.38%
19.5%-$1.91M
33DebtNissan Motor Co Ltd
0.38%
19.9%-$1.93M
34Cheplapharm Arzneimittel Gmbh Regs 4.38% Jan 15, 2028
0.38%
20.3%-$1.93M
35Iliad Sa Regs 4.25% Dec 15, 2029
0.38%
20.6%-$1.92M
36Prime Security Services Borrower Llc 3.375% 31-Aug-2027
0.37%
21.0%-$1.85M
37Unicredit S.P.A. 5.459% 30-Jun-2035
0.37%
21.4%-$1.89M
38Albion Financing 1 Sarl 144A 7% May 21, 2030
0.37%
21.8%-$1.89M
39Diamond Frgn/Diamond Fin
0.37%
22.1%-$1.86M
40DebtNoble Finance Ii Llc
0.37%
22.5%-$1.86M
41Verisure Holding Ab 144A 3.250000% 02/15/2027
0.37%
22.9%-$1.89M
42DebtJetblue Airway
0.36%
23.2%-$1.80M
43Coreweave, Inc. 9.00% Feb 01, 2031 9 2031-02-01
0.35%
23.6%-$1.74M
441261229 Bc Ltd 144A 10% Apr 15, 2032
0.35%
23.9%-$1.74M
45Vertiv Group Corporation Regd 144A P/P 4.12500000
0.35%
24.3%-$1.76M
46DebtPost Holdings Inc
0.34%
24.6%-$1.74M
47DebtIqvia Inc
0.34%
25.0%-$1.72M
48Vmed O2 Uk Financing I Plc Regs 4.5% Jul 15, 2031
0.34%
25.3%-$1.73M
49Snap Inc Company Guar 144A 03/33 6.875
0.33%
25.6%-$1.69M
50DebtTopbuild Corp
0.33%
26.0%-$1.66M
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Not reported for this fund: share changes.
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PHSIX Mutual Fund All Holdings

PHSIX holdings total 747 positions. The top 10 holdings account for 10.0% of the fund, led by German Treasury Bill Bills Regs 10/22 0.00000 at 2.6%, Treasury Note (Otr) 4.63% Feb 15, 2035 at 1.5%, U.S. Treasury Note, 4.50%, Due 12/31/2031 at 1.1%.

PHSIX portfolio concentration is well-diversified, with the top 10 representing 10.0% of total assets. The largest sector exposure is Financials at 23.2%.

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