USCBX Mutual Fund

USCBX Mutual Fund

NAV$10.10
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Showing top 50 of 143 holdings · as of Feb 28, 2026
USCBX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1Bay Area Ca Toll Auth Toll Bridge Revenue
3.69%
3.7%$15.00M--
2California Health Facilities Financing Authority, California, Revenue Bonds, Sutter Health, Refunding Series 2016bHealth Care · Healthcare Services
3.45%
7.1%$14.01MHealth CareHealthcare Services
Sector and industry · Pro
3San Francisco Calif Cit 5.5 01May55
3.20%
10.3%$13.02M
4Palomar Pomerado Hlth Go Bonds Election of 2004 Ser 2009a
2.48%
12.8%$10.07M
5California Health Facilities Financing Authority, Revenue Bonds, Providence Saint Joseph Health, Refunding Series 2016a
2.27%
15.1%$9.23M
6DebtCentinela Valley Union High School District
2.14%
17.2%$8.70M
7DebtCasmed
1.81%
19.0%$7.37M
8Norwalk-la Mirada Unified School District
1.68%
20.7%$6.83M
9Moreno Valley Unified School District
1.67%
22.4%$6.80M
10University Calif Revs For Prev 2.5% May 15, 2048
1.51%
23.9%$6.15M
11California St Muni Fin Auth Rev 4%, Due 10/01/2046
1.48%
25.4%$6.00M
12Irvine Ca Unif Sch Dist Spl Tax
1.48%
26.9%$6.03M
13Foothill-Eastern Transportation Corridor Agency,0,2035-01-15
1.44%
28.3%$5.86M
14March Joint Powers Redevelopment Agency Successor
1.43%
29.7%$5.82M
15DebtCalifornia Pollution Control Financing Authority, Water Furnishing Revenue Bonds, San Diego County Water Authoriity Desalination Project Pipeline, Ref
1.37%
31.1%$5.57M
16California Educational Facilities Authority (University Of Redlands) Series 2022-A 5.00%, 10/01/52
1.35%
32.5%$5.49M
17DebtPalomar Ca Hlth/Mbia
1.33%
33.8%$5.42M
18San Diego Cnty Ca Regl Arpt Auth Airport Revenue 07/01/2056
1.32%
35.1%$5.35M
19Santa Clarita Community College District
1.26%
36.4%$5.11M
20DebtSr Airport Rb Series 2024B
1.26%
37.6%$5.13M
21Norwalk Redevelopment Agency
1.23%
38.8%$5.01M
22DebtCity Of Tulare Ca Sewer Revenue
1.23%
40.1%$5.00M
23DebtPerris Ca Uhsd
1.21%
41.3%$4.92M
24DebtPoway Unified School District
1.09%
42.4%$4.45M
25Val Verde Ca USD Cop Agm 16c Sf 4.0% 08-01-45
1.09%
43.5%$4.42M
26DebtCa Stotrn
1.06%
44.5%$4.32M
27California Statewide Communities Development Authority Revenue (huntington Memorial Hospital)
1.02%
45.6%$4.13M
28California St Infrastructure Casdev 07/50 Fixed 4
0.96%
46.5%$3.89M
29California Statewide Communities Development Autho
0.94%
47.5%$3.81M
30San Francisco Airport Commission, California, Revenue Bonds, San Francisco International Airport, Refunding Second Series 2024A 5.25%05/01/2049
0.89%
48.3%$3.63M
31Inglewood Unified School District
0.86%
49.2%$3.49M
32Norwalk Redevelopment Agency
0.86%
50.1%$3.50M
33Monrovia Financing Authority
0.85%
50.9%$3.44M
34California (State Of) School Finance Authority (Kipp La), Series 2017 A, Rb
0.84%
51.8%$3.42M
35Burbank Ca Unif Sch Dist
0.79%
52.5%$3.20M
36California Sch Fin Auth Sch Fac Revenue
0.78%
53.3%$3.16M
37Ca Muni Fin Auth-A 5 2037-02-01
0.77%
54.1%$3.12M
38Burbank Ca Unif Sch Dist
0.77%
54.9%$3.12M
39Irvine Unified School District
0.76%
55.6%$3.08M
40Washington Township Health Care District
0.74%
56.4%$3.02M
41Indio Redevelopment Agency Successor Agency
0.72%
57.1%$2.95M
42California (state Of) Health Facilities Financing Authority (children's Hospital Los Angeles), Series 2017 A, Ref. Rb
0.71%
57.8%$2.88M
43Guam Power Authority, Revenue Bonds, Refunding Series 2017a
0.70%
58.5%$2.83M
44Upland Ca Cops Uplctf 01/42 Fixed 4
0.70%
59.2%$2.86M
45Rio Elementary School District/ca 08/01/2045
0.69%
59.9%$2.80M
46San Diego County Regional Airport Authority, California, Airport Revenue Bonds, Subordinate Series 2021B
0.69%
60.6%$2.82M
47California Statewide Communities Development Authority, California, Redlands Community Hospital, Revenue Bonds, Series 2016
0.68%
61.3%$2.77M
48California Stwd Cmntys Dev Aut Casgen 08/51 Fixed 4
0.67%
61.9%$2.71M
49University Of California Regents Medical Center Pooled Revenue Vrdo 0.010000%
0.64%
62.6%$2.62M
50California (State Of) Statewide Communities Development Authority (John Muir Health), Series 2018 A, Ref. Rb
0.62%
63.2%$2.53M
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USCBX Mutual Fund All Holdings

USCBX holdings total 153 positions. The top 10 holdings account for 23.9% of the fund, led by Bay Area Ca Toll Auth Toll Bridge Revenue at 3.7%, California Health Facilities Financing Authority, California, Revenue Bonds, Sutter Health, Refunding Series 2016b at 3.5%, San Francisco Calif Cit 5.5 01May55 at 3.2%.

USCBX portfolio concentration is well-diversified, with the top 10 representing 23.9% of total assets. The largest sector exposure is Financials at 18.9%.

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