Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$167.29M
Total Bought
$143.73M
Total Sold
$26.06M
Net Transaction
+$117.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR IBOXX INV CP ETF01,290,332+1,290,3320142,18284.99%+142,182
SERVICENOW INC COM(NOW)05,315+5,31508140.49%+814
ARMOUR RESIDENTIAL REIT INC COM SHS174,050174,05002,6003,0791.84%+479
RUBRIK INC. CL A(RBRK)10,54116,472+5,9318671,2600.75%+393
ANNALY CAPITAL MANAGEMENT IN COM NEW177,588177,58803,5893,9712.37%+382
AGNC INVT CORP COM(AGNC)360,000360,00003,5243,8592.31%+335
PHATHOM PHARMACEUTICALS INC COM(PHAT)62,80262,80207391,0420.62%+303
SERVICETITAN INC SHS CL A(TTAN)01,787+1,78701900.11%+190
BRAZE INC COM CL A(BRZE)04,321+4,32101480.09%+148
VANECK ETF TRUST JP MRGAN EM LOC
JP MRGAN EM LOC
18,00018,00004594650.28%+6
ISHARES TR PFD AND INCM SEC97,30097,30003,0773,0121.80%-64
WELLS FARGO CO NEW PERP PFD CNV A(WFC)6,0006,00007,4067,2724.35%-134
KEURIG DR PEPPER INC COM(KDP)7,0000-7,0001790-179
VISHAY INTERTECHNOLOGY INC COM(VSH)15,0000-15,0002300-229
ONESPAN INC COM15,0000-15,0002380-238
FUTUREFUEL CORP COM63,7890-63,7892480-248
COLUMBIA BKG SYS INC COM(COLB)10,0000-10,0002570-257
BRITISH AMERN TOB PLC SPONSORED ADR(BTI)5,2000-5,2002760-276
LUXFER HLDGS PLC SHS20,2110-20,2112810-281
QUANEX BLDG PRODS CORP COM(NX)20,0000-20,0002840-284
PERRIGO CO PLC SHS(PRGO)12,8000-12,8002850-285
MICROCHIP TECHNOLOGY INC. COM(MCHP)4,5000-4,5002890-289
CRACKER BARREL OLD CTRY STOR COM(CBRL)6,9000-6,9003040-304
NATIONAL RESH CORP COM NEW25,2810-25,2813230-323
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN(PAA)19,5000-19,5003330-333
SIGA TECHNOLOGIES INC COM38,2800-38,2803500-350
CALAVO GROWERS INC COM13,7500-13,7503540-354
LSI INDS INC OHIO COM(LYTS)15,0000-15,0003540-354
CITIGROUP INC COM NEW(C)3,5000-3,5003550-355
SUN CMNTYS INC COM(SUI)2,7850-2,7853590-359
SELECT WATER SOLUTIONS INC CL A COM(WTTR)34,4050-34,4053680-368
GEN DIGITAL INC COM(GEN)13,0000-13,0003690-369
SANFILIPPO JOHN B & SON INC COM(JBSS)6,0000-6,0003860-386
TRIMAS CORP COM NEW(TRS)10,0000-10,0003860-386
CHOICEONE FINL SVCS INC COM13,5000-13,5003910-391
DEVON ENERGY CORP NEW COM(DVN)11,5500-11,5504050-405
ARGAN INC COM1,5420-1,5424160-416
ORGANON & CO COMMON STOCK(OGN)42,0000-42,0004490-449
MONRO INC COM25,0000-25,0004490-449
AES CORP COM(AES)34,5000-34,5004540-454
GLOBAL SHIP LEASE INC NEW COM CL A
COM CL A
15,0000-15,0004610-460
MATTHEWS INTL CORP CL A(MATW)19,0000-19,0004610-461
NOMAD FOODS LTD USD ORD SHS(NOMD)36,5000-36,5004800-480
SMITH & NEPHEW PLC SPDN ADR NEW(SNN)13,3250-13,3254840-484
ADEIA INC COM(ADEA)30,0000-30,0005040-504
CURIOSITYSTREAM INC COM CL A98,0000-98,0005190-519
OCCIDENTAL PETE CORP COM(OXY)11,3250-11,3255350-535
AAON INC COM PAR $0.0046,5000-6,5006070-607
YORK WTR CO COM21,0000-21,0006390-639
CALIFORNIA WTR SVC GROUP COM(CWT)14,9500-14,9506860-686
INTERDIGITAL INC COM(IDCC)2,0000-2,0006900-690
MPLX LP COM UNIT REP LTD(MPLX)13,9700-13,9706980-698
ARCOS DORADOS HOLDINGS INC SHS CLASS -A -(ARCO)106,0000-106,0007160-715
RAYONIER INC COM(RYN)27,0000-27,0007170-717
ALICO INC COM21,0000-21,0007280-728
NACCO INDS INC CL A17,5780-17,5787410-741
IMMERSION CORP COM104,0000-104,0007630-763
AGNICO EAGLE MINES LTD COM(AEM)4,7000-4,7007920-792
PAPA JOHNS INTL INC COM(PZZA)16,7000-16,7008040-804
BARRICK MNG CORP COM SHS(B)24,8000-24,8008130-813
CARRIAGE SVCS INC COM18,4680-18,4688230-823
HUNTINGTON INGALLS INDS INC COM(HII)3,2250-3,2259290-929
PACIRA BIOSCIENCES INC NOTE 2.125 5/1(PCRX)0001,0210-1,021
OPERA LTD SPONSORED ADS(OPRA)50,4190-50,4191,0410-1,041
PARK AEROSPACE CORP COM52,0000-52,0001,0580-1,058
CERENCE INC NOTE 1.500 7/00002,1320-2,132
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