USTEX Mutual Fund

USTEX Mutual Fund

NAV$11.86
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Showing top 50 of 529 holdings · as of Feb 28, 2026
USTEX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1Regional Transportation Authority, Cook, Dupage, Kane, Lake, Mchenry and Will Counties, Illinois, General Obligation Bonds, Series 2000AFinancials · Diversified Financial Services
2.59%
2.6%$41.86MFinancialsDiversified Financial Services
2DebtMiami-dade Cnty Fl Wtr & Swr RevenueFinancials · Thrifts
1.32%
3.9%$21.38MFinancialsThrifts
Sector and industry · Pro
3Missouri Development Finance Board
1.03%
4.9%$16.65M
4DebtCentral Texas Turnpike System
1.02%
6.0%$16.56M
5Midlothian Independent School District
0.95%
6.9%$15.35M
6Harris County Hospital District
0.92%
7.8%$14.89M
7Centrl Plains Energy Proj Ne Gas Proj Revenue
0.91%
8.7%$14.78M
8DebtNew Jersey Transportation Trust Fund Authority
0.85%
9.6%$13.71M
9Sangamon County Water R
0.85%
10.4%$13.79M
10DebtIllinois Finance Authority Refunding Revenue Bonds, Depaul University, Series 2016A4
0.77%
11.2%$12.43M
11Florida, The Hospital Authority Of Hall County and The City Of Gainesville, Revenue Anticipation Cer
0.76%
12.0%$12.22M
12Las Vegas Convention & Visitors Authority
0.72%
12.7%$11.70M
13Clifton Higher Education Finance Corp,4,2044-08-15
0.65%
13.3%$10.55M
14Santa Ana Unified School District
0.64%
14.0%$10.43M
15Rosemont Il
0.63%
14.6%$10.15M
16Massachusetts Development Finance Agency, Revenue Bonds, Caregroup Issue, Series 2018j-2
0.62%
15.2%$10.05M
17Pinal Cnty Az Elec Dist #3
0.62%
15.8%$10.01M
18DebtPort Port Arthur Tex Nav Dist Motiva Enterprises-C
0.61%
16.5%$9.80M
19DebtCounty Of Lehigh Pa
0.61%
17.1%$9.80M
20DebtPublic Fin Auth Wi Hosp Revenue
0.61%
17.7%$9.89M
21Arlington Higher Education Finance Corp
0.60%
18.3%$9.67M
22Black Belt Energy Gas Dist Ala 5.25% May 01, 2032
0.59%
18.9%$9.58M
23Cook County Community College District No 508 5 2047-12-01
0.59%
19.5%$9.59M
24DebtMet Pier and Expo
0.59%
20.1%$9.52M
25Oklahoma Municipal Power Authority
0.59%
20.6%$9.48M
26San Ysidro School District
0.58%
21.2%$9.46M
27San Ysidro School District
0.58%
21.8%$9.47M
28Clifton Higher Education Finance Corp
0.58%
22.4%$9.43M
29Pennsylvania (Commonwealth of) Turnpike Commission, Series 2017 B-1, RB
0.57%
22.9%$9.18M
30King County Public Hospital District 1, Washington, Limited Tax General Obligation Bonds, Refunding Series 2018
0.57%
23.5%$9.29M
31Northern Illinois Municipal Power Agency
0.56%
24.1%$9.00M
32Ross County, Ohio, Hospital Facilities Revenue Bonds, Adena Health System Obligated Group Project, Refunding & Improvement Series 2019
0.56%
24.6%$9.04M
33Tarrant Cnty Tx Cultural Edu Facs Fin Corp Retmnt Fac Revenu
0.55%
25.2%$8.84M
34Missouri Health and Educational Facilities Authority, Revenue Bonds, Lutheran Senior Services Projects, Series 2019c
0.53%
25.7%$8.57M
35Cuyahoga Cnty Oh Hosp Revenue
0.51%
26.2%$8.31M
36DebtNmsmed
0.50%
26.7%$8.06M
37Cook County, Illinois, Sales Tax Revenue Bonds, Series 2017
0.49%
27.2%$7.99M
38DebtLouisiana Public Facilities Authority
0.48%
27.7%$7.79M
39Louisiana Local Government Environmental Facilitie
0.48%
28.2%$7.71M
40Port Of Port Arthur Navigation District Of Jefferson County, Tx (Motiva Enterprises Llc) , (Series 2010A), 2.100%, 4/1/2040
0.47%
28.6%$7.60M
41Bexar County Health Facilities Development Corp
0.46%
29.1%$7.39M
42Arlington Higher Education Finance Corp
0.45%
29.6%$7.21M
43Stockton Unified School District
0.45%
30.0%$7.25M
44DebtIlsgen
0.44%
30.4%$7.07M
45DebtJeff La Tax
0.44%
30.9%$7.04M
46Ward Cnty Nd Hlth Care Facs Revenue
0.44%
31.3%$7.12M
47City Of Atlantic Beach Fl
0.43%
31.8%$7.00M
48Montgomery County Higher Education and Health Authority, Pennsylvania, Thomas Jefferson University Revenue Bonds, Series 2022B
0.43%
32.2%$7.01M
49Richmond Hospital Authority
0.43%
32.6%$7.00M
50City Of New York Ny 10/01/2046 4.25999895
0.42%
33.0%$6.82M
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USTEX Mutual Fund All Holdings

USTEX holdings total 548 positions. The top 10 holdings account for 11.2% of the fund, led by Regional Transportation Authority, Cook, Dupage, Kane, Lake, Mchenry And Will Counties, Illinois, General Obligation Bonds, Series 2000A at 2.6%, Miami-dade Cnty Fl Wtr & Swr Revenue 4.0% 10/01/2044 at 1.3%, Missouri Development Finance Board at 1.0%.

USTEX portfolio concentration is well-diversified, with the top 10 representing 11.2% of total assets. The largest sector exposure is Financials at 22.5%.

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