PLFRX Mutual Fund

PLFRX Mutual Fund

NAV$9.20
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Showing the top 10 of 140 holdings · as of Sep 30, 2026
Top 10 weight
31.47%
PLFRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Us Bank Mmda - Usbgfs 9
8.01%		8.0%327,344,125$327.34M--
2—TK Elevator Midco (ThyssenKrupp) T/L B
3.37%		11.4%136,990,917$137.67M--
3—Discovery Global (arner Bros. Discovery) T/L B
3.23%		14.6%131,694,231$131.75M--
4DebtTruist Insurance Holdings LlcFinancials · Insurance
2.93%		17.5%124,691,228$119.49MFinancialsInsurance
5—Corbid Tl 1L USD 2029/09/20
2.67%		20.2%112,149,239$109.16M--
6—Iridium Satellite Llc 0 2030-09-20
2.62%		22.8%107,381,150$107.13M--
7—Solera Polaris Newco Llc 2028-06-04Financials · Diversified Financial Services
2.35%		25.2%102,401,002$96.20MFinancialsDiversified Financial Services
8—Sophia L P 2024 2Nd Lien Term LoanInfo Tech · Software
2.14%		27.3%89,651,692$87.46MInfo TechSoftware
9—Allied Universal (Universal Services) T/L B 8/25
2.10%		29.4%85,664,397$85.90M--
10—Realpage 02/18/28Info Tech · Software
2.05%		31.5%84,646,455$83.65MInfo TechSoftware
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Themes in the top 10
InsurTechConsumer SpendingManufacturingMillennials & Gen ZElectric TransportationSupply ChainCloud ComputingData & AnalyticsPropTechInternet & DigitalUrbanization

PLFRX Mutual Fund Top Holdings

PLFRX holdings top 10 positions. The top 10 holdings account for 31.5% of the fund, led by Us Bank Mmda - Usbgfs 9 at 8.0%, TK Elevator Midco (ThyssenKrupp) T/L B at 3.4%, Discovery Global (arner Bros. Discovery) T/L B at 3.2%.

PLFRX portfolio concentration is moderate, with the top 10 representing 31.5% of total assets. The largest sector exposure is Financials at 12.9%.

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