Fund HoldingsMUFG SECURITIES AMERICAS INC.

Total Portfolio Value
$1.55B
Total Bought
$202.15M
Total Sold
$22.62M
Net Transaction
+$179.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Exxon Mobil Corp113,612115,611+1,99913,67219,6151.26%+5,942
Chevron Corp(CVX)051,858+51,858010,7290.69%+10,729
Johnson & Johnson(JNJ)64,90766,669+1,76213,43316,2971.05%+2,864
Vertiv Holdings Co(VRT)010,585+10,58502,6520.17%+2,652
PPL Capital Funding Inc(PPL)00002,3630.15%+2,363
Applied Materials Inc21,46221,958+4965,5167,5050.48%+1,990
Costco Wholesale Corp(COST)012,280+12,280012,2360.79%+12,236
Walmart Inc(WMT)118,135121,271+3,13613,16115,0720.97%+1,910
Caterpillar Inc(CAT)12,60812,872+2647,2239,1190.59%+1,897
Micron Technology Inc(MU)30,24031,137+8978,63110,5190.68%+1,889
GE Vernova Inc(GEV)7,3097,456+1474,7776,5080.42%+1,731
Sandisk Corp/DE(SNDK)3,7514,084+3338902,5950.17%+1,704
Lam Research Corp(LRCX)33,83834,547+7095,7927,3810.48%+1,589
Ciena Corp(CIEN)03,898+3,89801,5130.10%+1,513
Lumentum Holdings Inc(LITE)01,976+1,97601,3890.09%+1,389
ConocoPhillips(COP)033,901+33,90104,4750.29%+4,475
Intel Corp(INTC)120,795129,894+9,0994,4575,7320.37%+1,275
Coherent Corp(COHR)05,188+5,18801,2360.08%+1,236
Verizon Communications Inc(VZ)0116,662+116,66205,8560.38%+5,856
Merck & Co Inc(MRK)66,86668,665+1,7997,0388,2600.53%+1,221
Corning Inc(GLW)021,603+21,60302,9370.19%+2,937
Linde PLC(LIN)012,918+12,91806,4040.41%+6,404
KLA Corp(KLAC)3,5403,627+874,3015,3400.34%+1,039
Western Digital Corp(WDC)9,2119,381+1701,5872,5370.16%+951
AT&T Inc(T)0193,669+193,66905,6140.36%+5,614
Coca-Cola Co/The(KO)104,298107,103+2,8057,2918,1450.52%+854
NextEra Energy Inc(NEE)56,10657,615+1,5094,5045,3510.34%+847
Carnival Corp031,825+31,82508240.05%+824
Deere & Co(DE)06,974+6,97403,9280.25%+3,928
Valero Energy Corp(VLO)08,440+8,44002,0850.13%+2,085
Seagate Technology Holdings PLC
ORD SHS
5,8706,034+1641,6172,3640.15%+747
Lockheed Martin Corp(LMT)05,602+5,60203,3860.22%+3,386
Analog Devices Inc(ADI)13,25313,521+2683,5944,3020.28%+707
Gilead Sciences Inc(GILD)33,42434,330+9064,1024,7850.31%+682
Marathon Petroleum Corp(MPC)08,163+8,16301,9930.13%+1,993
Equinix Inc(EQIX)02,719+2,71902,6650.17%+2,665
EOG Resources Inc(EOG)015,014+15,01402,1710.14%+2,171
Honeywell International Inc(HON)017,568+17,56803,9710.26%+3,971
Phillips 66(PSX)011,149+11,14902,0310.13%+2,031
Texas Instruments Inc(TXN)025,112+25,11204,8750.31%+4,875
Pfizer Inc(PFE)0157,326+157,32604,4180.28%+4,418
PepsiCo Inc(PEP)037,808+37,80805,8710.38%+5,871
SLB Ltd(SLB)40,24741,376+1,1291,5452,1260.14%+582
Quanta Services Inc04,126+4,12602,2650.15%+2,265
RTX Corp(RTX)36,12137,134+1,0136,6257,1630.46%+539
Netflix Inc(NFLX)0116,805+116,805011,2310.72%+11,231
Eaton Corp PLC(ETN)010,747+10,74703,8440.25%+3,844
Amcor PLC
COM NEW
012,785+12,78505080.03%+508
Occidental Petroleum Corp(OXY)019,901+19,90101,2940.08%+1,294
Amgen Inc(AMGN)14,50714,897+3904,7485,2420.34%+493
Williams Cos Inc/The(WMB)033,792+33,79202,4590.16%+2,459
Teradyne Inc(TER)4,2194,333+1148171,2850.08%+468
Bristol-Myers Squibb Co(BMY)54,84456,350+1,5062,9583,4180.22%+459
Baker Hughes Co(BKR)027,345+27,34501,6690.11%+1,669
Comfort Systems USA Inc(FIX)948974+268851,3430.09%+458
Altria Group Inc(MO)046,450+46,45003,0650.20%+3,065
Northrop Grumman Corp(NOC)03,691+3,69102,5180.16%+2,518
FedEx Corp(FDX)5,8495,985+1361,6902,1320.14%+442
EchoStar Corp(ECHO)03,725+3,72504360.03%+436
Targa Resources Corp(TRGP)05,940+5,94001,4890.10%+1,489
Keysight Technologies Inc(KEYS)04,746+4,74601,3400.09%+1,340
Philip Morris International Inc(PM)043,065+43,06507,1200.46%+7,120
Welltower Inc(WELL)18,49019,307+8173,4323,8170.25%+385
Dow Inc(DOW)019,854+19,85408270.05%+827
Freeport-McMoRan Inc(FCX)38,68439,768+1,0841,9652,3380.15%+373
Kinder Morgan Inc(KMI)054,173+54,17301,8160.12%+1,816
Duke Energy Corp(DUK)021,518+21,51802,8180.18%+2,818
Ross Stores Inc(ROST)8,7628,950+1881,5781,9390.12%+360
Southern Co/The(SO)030,468+30,46802,9410.19%+2,941
Fifth Third Bancorp(FITB)027,065+27,06501,2570.08%+1,257
Corteva Inc(CTVA)018,609+18,60901,5580.10%+1,558
Howmet Aerospace Inc(HWM)011,094+11,09402,5570.16%+2,557
Newmont Corp(NEM)29,39930,196+7972,9353,2690.21%+333
ONEOK Inc(OKE)017,411+17,41101,5740.10%+1,574
Dell Technologies Inc(DELL)08,223+8,22301,3500.09%+1,350
Target Corp(TGT)012,529+12,52901,5190.10%+1,519
Texas Pacific Land Corp(TPL)01,602+1,60207600.05%+760
Air Products and Chemicals Inc06,161+6,16101,7900.12%+1,790
Diamondback Energy Inc(FANG)05,370+5,37001,0620.07%+1,062
L3Harris Technologies Inc(LHX)05,168+5,16801,7840.11%+1,784
Monolithic Power Systems Inc(MPWR)01,348+1,34801,4740.09%+1,474
Cisco Systems Inc(CSCO)106,164109,306+3,1428,1788,4810.55%+303
TJX Cos Inc/The(TJX)29,98330,727+7444,6064,9070.32%+301
American Electric Power Co Inc014,966+14,96601,9620.13%+1,962
Entergy Corp(ETR)012,516+12,51601,4060.09%+1,406
CME Group Inc(CME)09,978+9,97802,9470.19%+2,947
CSX Corp(CSX)051,455+51,45502,1120.14%+2,112
Union Pacific Corp(UNP)016,419+16,41903,9840.26%+3,984
LyondellBasell Industries NV
SHS - A -
07,125+7,12505740.04%+574
Motorola Solutions Inc(MSI)04,584+4,58401,9890.13%+1,989
Procter & Gamble Co/The(PG)064,293+64,29309,2860.60%+9,286
Digital Realty Trust Inc(DLR)08,936+8,93601,6100.10%+1,610
Halliburton Co(HAL)023,175+23,17509040.06%+904
McDonald's Corp(MCD)019,702+19,70206,1230.39%+6,123
Pinnacle West Capital Corp(PNW)0003,2563,5090.23%+253
Johnson Controls International plc
SHS
016,936+16,93602,2180.14%+2,218
Starbucks Corp(SBUX)031,525+31,52502,8240.18%+2,824
Devon Energy Corp(DVN)017,163+17,16308640.06%+864
CF Industries Holdings Inc(CF)04,316+4,31605600.04%+560
Fastenal Co(FAST)031,771+31,77101,4740.09%+1,474
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