PLCPX Mutual Fund

PLCPX Mutual Fund

NAV$8.45
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Showing top 50 of 1,076 holdings · as of Sep 30, 2025
PLCPX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtUs Treasury N/B 08/48 3Financials · Banks
3.79%
3.8%-$128.08MFinancialsBanks
2DebtUs Treasury N/ 4.75 11/53Financials · Banks
3.00%
6.8%-$101.42MFinancialsBanks
Share changes, sector and industry · Pro
3DebtU.S. Treasury Bond
2.98%
9.8%-$100.73M
4Fncl 5 9/25 Mtge
2.66%
12.4%-$89.80M
5DebtUs Treasury N/Bunited States Treasury Note/Bond 05/15/2043
2.49%
14.9%-$83.94M
6Pimco Prv Short Term Flt Iii Mutual Fund
2.46%
17.4%-$83.13M
7Gnma Tba 11/01/2049
1.82%
19.2%-$61.40M
8Cdx Ig44 5Y Ice
1.78%
21.0%1$60.08M
9Project Beignet Sr Sec 144A Project Beignet Sr Sec 144A
1.00%
22.0%-$33.80M
10DebtUs Treasury N/B 4.63 2055-02-15
0.89%
22.9%-$30.18M
11DebtUnited States Treasury Note/bond
0.82%
23.7%-$27.52M
12DebtTreasury Bond
0.78%
24.5%-$26.40M
13DebtU.S. Treasury Bond 3.000%, 05/15/47
0.73%
25.2%-$24.60M
14DebtTreasury Bond
0.72%
25.9%-$24.28M
15Government Of The United States Of America 1.875% 15-Nov-2051
0.67%
26.6%-$22.58M
16At&T Inc 3.65% Sep 15, 2059
0.67%
27.3%-$22.52M
17DebtWells Fargo & Co
0.59%
27.9%-$19.96M
18DebtUs Treasury N/B 2.750000% 08/15/2047
0.54%
28.4%-$18.35M
19Cdx Ig45 5Y Ice
0.54%
28.9%1$18.37M
20AbbVie Inc Sr Nt 4.25 2049-11-21
0.52%
29.5%-$17.70M
21At&T Inc 3.8% Dec 01, 2057
0.51%
30.0%-$17.28M
22Republic Of South Africa 8.875% 2035-02-28
0.51%
30.5%-$17.20M
23Oneok Inc
0.48%
31.0%-$16.24M
24DebtUnitedhealth Group Inc
0.46%
31.4%-$15.50M
25Gnma2 30Yr Tba(Reg C) 5% Nov 20, 2024
0.45%
31.9%-$15.20M
26DebtPanama Government International Bond
0.42%
32.3%-$14.11M
27Bank of America Corp 2.6760% Mat 06/19/2041
0.42%
32.7%-$14.30M
28DebtRepublic Of Peru Sr Unsecured 144a 08/37 6.9
0.42%
33.1%-$14.26M
29DebtVerizon Communications
0.39%
33.5%-$13.19M
30JPMorgan Vrn 04/22/52
0.39%
33.9%-$13.25M
31DebtUs Ultra Bond Cbt Dec25 Xcbt 20251219
0.39%
34.3%4,052$13.28M
32DebtU.S. Treasury Bonds
0.38%
34.7%-$12.85M
33Pennsylvania St Econ Dev Fing Pasdev 06/39 Fixed 6.532
0.38%
35.1%-$12.68M
34Boeing Co. (The) 0.0593% 2060/05/01
0.37%
35.4%-$12.46M
35Duke Energy Carolinas Llc 3.95% Mar 15, 2048
0.37%
35.8%-$12.41M
36Fed Hm Ln Pc Pool Sd8494 Fr 01/55 Fixed 5.5
0.36%
36.2%-$12.19M
37Midamerican Energy Co.
0.36%
36.5%-$12.00M
38Pacific Life Insurance Co
0.36%
36.9%-$12.01M
39Credit Suisse Group AG
0.35%
37.2%-$11.81M
40Oracle Corp 3.95 3/51
0.35%
37.6%-$11.83M
41Boeing Co 5.805%, Due 05/01/2050
0.34%
37.9%-$11.60M
42DebtNorthern States Power Co (Mn)
0.33%
38.2%-$11.05M
43Amer Agcredit Aca Jr Subordina 144A Var 5.25% 2099-12-31
0.32%
38.6%11,000,000$10.86M
44Schwab Strategic T
0.31%
38.9%11,000,000$10.43M
45Energy Transfer Operating Lp Company Guar 03/45 5.15
0.30%
39.2%-$9.97M
46Georgia Municipal Electric Authority, Plant Vogtle Units 3 & 4 Project M Bonds, Taxable Build America Bonds Series 2010a
0.30%
39.5%-$10.26M
47DebtBank Of America Corp
0.29%
39.8%-$9.68M
48DebtWells Fargo & Company Fx-FRN Mtn 4.61% Apr 25, 2053
0.29%
40.1%-$9.93M
49DebtTreasury Bond (Otr) 4.25% Aug 15, 2054
0.29%
40.3%-$9.79M
50DebtRepublic Of South Africa Govt Sr Unsecured 01/37 8.5
0.29%
40.6%-$9.82M
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PLCPX Mutual Fund All Holdings

PLCPX holdings total 1210 positions. The top 10 holdings account for 22.9% of the fund, led by Us Treasury N/B 08/48 3 at 3.8%, Us Treasury N/ 4.75 11/53 at 3.0%, U.S. Treasury Bond 4.625 05/15/2054 at 3.0%.

PLCPX portfolio concentration is well-diversified, with the top 10 representing 22.9% of total assets. The largest sector exposure is Financials at 42.1%.

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