USIPX Mutual Fund

USIPX Mutual Fund

NAV$9.82
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Showing the top 10 of 168 holdings · as of Sep 30, 2026
Top 10 weight
14.53%
USIPX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—General Motors Financial Company Inc 4.03%
4.01%		4.0%12,000,000$12.00M--
2DebtGfort 2024-3A B
1.79%		5.8%5,350,000$5.35M--
3—Mufg Bank Ltd/New York Ny 0.00000% 0 2026-10-05
1.54%		7.3%4,600,000$4.60M--
4—Ford Credit Auto Owner Trust 2021-Rev2 Ser 2021-2 Cl B Regd 144A P/P 1.91000000
1.08%		8.4%3,250,000$3.24M--
5—Stellantis Financial Underwrit Sfuel 2025 Ba B 144A
1.06%		9.5%3,210,000$3.18M--
6—Gm Financial Consumer Automobile Receivables Trust Gmcar_23-1Financials · Consumer Finance
1.02%		10.5%3,055,000$3.06MFinancialsConsumer Finance
7—Bpce Sa 144A 5.203000% 01/18/2027Financials · Banks
1.01%		11.5%3,000,000$3.00MFinancialsBanks
8DebtNational Australia Bank LtdFinancials · Banks
1.01%		12.5%3,000,000$3.01MFinancialsBanks
9—Nordea Bank Abp 6.056652% 03/19/2027Financials · Banks
1.01%		13.5%3,000,000$3.01MFinancialsBanks
10—Santander Holdings Usa Inc 3.24 10-05-2026Financials · Banks
1.00%		14.5%3,000,000$3.00MFinancialsBanks
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Themes in the top 10
Lending & CreditConsumer SpendingInterest RatesGlobal BankingDigital BankingPaymentsMarket InfrastructureInvestment Technology

USIPX Mutual Fund Top Holdings

USIPX holdings top 10 positions. The top 10 holdings account for 14.5% of the fund, led by General Motors Financial Company Inc 4.03% at 4.0%, Gfort 2024-3A B 4.92 11/15/2028 at 1.8%, Mufg Bank Ltd/New York Ny 0.00000% 0 2026-10-05 at 1.5%.

USIPX portfolio concentration is well-diversified, with the top 10 representing 14.5% of total assets. The largest sector exposure is Financials at 53.0%.

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