Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$19.49M
Total Bought
$189.8K
Total Sold
$888.1K
Net Transaction
-$698.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
AGNC INVT CORP(AGNC)360,000360,00003,6113,92420.14%+313
ANNALY CAPITAL MANAGEMENT IN177,588177,58803,7563,97120.38%+215
NAVAN INC(NAVN)08,299+8,29901900.97%+190
ARMOUR RESIDENTIAL REIT INC174,050174,05002,9033,03715.59%+134
WELLS FARGO & CO(WFC)6,0006,00006,9306,94235.62%+12
VANECK ETF TRUST
JP MRGAN EM LOC
18,00018,00004524602.36%+8
PHATHOM PHARMACEUTICALS INC(PHAT)62,80262,80206986813.50%-16
SERVICETITAN INC(TTAN)1,7871,187-600113840.43%-29
SERVICENOW INC(NOW)2,3920-2,3922500-250
RUBRIK INC.(RBRK)16,4722,467-14,0058071981.02%-609
Page 1 of 1