SEMIX Holdings — Semper Short Duration Fund

All 185 reported holdings of Semper Short Duration Fund (SEMIX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
First American Government Obli2.28%$13.24M
Pagaya AI Debt Selection Trust1.86%$10.80M
Point Securitization Trust1.71%$9.93M
Pagaya AI Debt Selection Trust1.61%$9.34M
Cerberus1.60%$9.30M
COLEM 2021-HLNE Mortgage Trust1.46%$8.49M
Morgan Stanley Capital I Trust1.44%$8.40M
Comvest Credit CLO1.37%$7.99M
Freddie Mac1.33%$7.71M
Freddie Mac - STACR1.31%$7.64M
FSMBT Trust1.29%$7.52M
Eldridge MMPC CLO Ltd.1.28%$7.43M
Multifamily Structured Credit1.27%$7.38M
Antares CLO1.23%$7.17M
Fortress Credit Opportunities1.19%$6.95M
Tikehau US CLO Ltd1.19%$6.90M
BXHPP Trust1.15%$6.70M
Point Securitization Trust1.10%$6.40M
BWAY Mortgage Trust1.10%$6.37M
Banc of America Merrill Lynch1.03%$6.01M
Brightwood Capital MM CLO 20191.03%$6.01M
Ivy Hill Middle Market Credit1.03%$6.01M
Government National Mortgage A1.02%$5.93M
BX Trust1.02%$5.92M
Unlock Hea Trust1.01%$5.89M
Sound Point CLO LTD0.99%$5.76M
Cherry Securitization Trust0.98%$5.73M
HTAP Trust0.98%$5.71M
BX Trust0.95%$5.52M
Comvest Credit CLO0.94%$5.48M
Pagaya AI Debt Selection Trust0.92%$5.36M
Credit Suisse Mortgage Trust0.90%$5.26M
BXMT Ltd0.87%$5.04M
Blackrock Ltd.0.86%$5.00M
PNW Trust0.86%$4.99M
Ares Direct Lending CLO LLC0.86%$4.98M
Hlend Clo LLC0.86%$4.98M
Multifamily Connecticut Avenue0.84%$4.88M
Cerberus0.84%$4.86M
BSPDF Issuer Ltd0.83%$4.82M
Multifamily Structured Credit0.80%$4.64M
Vista Point Securitization Tru0.79%$4.57M
BXMT Ltd0.78%$4.52M
Government National Mortgage A0.78%$4.51M
A&D Mortgage Trust0.76%$4.40M
WMRK Commercial Mortgage Trust0.76%$4.40M
Unlock Hea Trust0.76%$4.40M
Gracie Point International Fun0.74%$4.28M
Unlock Hea Trust0.73%$4.24M
BXHPP Trust0.72%$4.21M
Atrium Hotel Portfolio Trust0.71%$4.13M
Marlette Funding Trust0.71%$4.13M
Audax Senior Debt CLO, LLC0.69%$4.01M
BCC Middle Market CLO0.69%$4.00M
BCC Middle Market CLO0.69%$4.00M
BXMT Ltd0.68%$3.94M
Owl Rock CLO0.67%$3.92M
Multifamily Connecticut Avenue0.65%$3.79M
Toorak Mortgage Corp.0.65%$3.76M
Blackrock Ltd.0.65%$3.75M
Unlock Hea Trust0.61%$3.52M
BXMT Ltd0.58%$3.40M
Bcred Clo Ltd.0.58%$3.38M
SOHO Trust 2021-SOHO0.58%$3.36M
BXDL Static CLO 2025-1 LLC0.58%$3.36M
JP Morgan Mortgage Trust0.58%$3.35M
Pagaya AI Debt Selection Trust0.58%$3.35M
Ellington Financial Mortgage T0.57%$3.34M
HTAP Trust0.56%$3.23M
Point Securitization Trust0.54%$3.17M
Mf10.53%$3.10M
Pagaya AI Debt Selection Trust0.53%$3.06M
Upgrade Master Pass-Thru Trust0.52%$3.04M
CRIBS Mortgage Trust 2025-RTL10.52%$3.02M
BPR Trust0.52%$3.02M
Toorak Mortgage Corp.0.52%$3.02M
Cerberus0.52%$3.01M
Deerpath Capital CLO LTD0.52%$3.00M
Carlyle Direct Lending CLO LLC0.52%$3.00M
Hlend Clo LLC0.51%$2.99M
Progress Residential Trust0.51%$2.98M
Splitero Trust 2025-10.51%$2.97M
Upgrade Master Pass-Thru Trust0.51%$2.97M
BXMT Ltd0.50%$2.93M
Fannie Mae - CAS0.49%$2.87M
Unison Trust0.49%$2.86M
Morgan Stanley Mortgage Capita0.49%$2.85M
Foundation Finance Trust0.48%$2.82M
Saluda Grade Alternative Mortg0.48%$2.82M
Pagaya AI Debt Selection Trust0.47%$2.75M
GS Mortgage-Backed Securities0.47%$2.72M
Residential Mortgage Loan Trus0.47%$2.71M
Pagaya AI Debt Selection Trust0.46%$2.66M
Fannie Mae - CAS0.45%$2.63M
GS Mortgage Securities Trust0.44%$2.56M
Freddie Mac - STACR0.43%$2.52M
Fannie Mae - CAS0.43%$2.51M
Home Owner Mortgage Enhanced S0.43%$2.50M
Fannie Mae - CAS0.42%$2.41M
Oportun Funding LLC0.41%$2.40M
Theorem Funding Trust0.41%$2.40M
JP Morgan Mortgage Trust0.41%$2.39M
Multifamily Connecticut Avenue0.40%$2.33M
Newtek Alternative Loan Progra0.40%$2.32M
Towd Point Mortgage Trust0.39%$2.29M
Freddie Mac - STACR0.39%$2.28M
Achv Abs Trust0.38%$2.21M
Achv Abs Trust0.37%$2.15M
AXMF Re-REMIC Trust0.37%$2.14M
Freddie Mac - STACR0.37%$2.13M
Greensky Home Improvement Issu0.36%$2.10M
Credit Suisse Mortgage Trust0.36%$2.10M
Oportun Funding LLC0.36%$2.07M
AMDR ABS Trust0.35%$2.03M
Easy Street Mortgage Loan Trus0.35%$2.02M
ABPCI Direct Lending Fund CLO0.34%$2.00M
Oportun Funding LLC0.34%$1.99M
tvc mortgage trust0.34%$1.99M
FIGRE Trust0.33%$1.94M
Hospitality Investors Trust0.33%$1.91M
JP Morgan Mortgage Trust0.33%$1.90M
Regents Capital Equipment Rece0.32%$1.87M
Brean Asset Backed Securities0.32%$1.86M
PRKCM Trust0.31%$1.82M
CFK Trust0.31%$1.78M
Springcastle SPV0.30%$1.77M
Vericrest Opportunity Loan Tra0.30%$1.77M
Venture CDO Ltd0.30%$1.75M
Gcat0.30%$1.75M
BENCHMARK Mortgage Trust0.29%$1.69M
Mf10.29%$1.69M
FIGRE Trust0.28%$1.64M
Fannie Mae - CAS0.27%$1.60M
ALEN 2021-ACEN Mortgage Trust0.27%$1.58M
harvest commercial capital loa0.27%$1.56M
FIGRE Trust0.26%$1.53M
Monroe Capital MML CLO0.26%$1.53M
Cerberus0.26%$1.50M
Freddie Mac - STACR0.26%$1.49M
Chase Mortgage Finance Corpora0.25%$1.43M
Hospitality Investors Trust0.24%$1.41M
Korth Direct Mortgage0.24%$1.40M
FIGRE Trust0.24%$1.37M
MFRA Trust0.23%$1.35M
Oxford Finance Funding Trust0.22%$1.30M
Pagaya AI Debt Selection Trust0.21%$1.24M
Fannie Mae - CAS0.21%$1.24M
JP Morgan Chase Commercial Mor0.21%$1.23M
Fannie Mae - CAS0.20%$1.16M
FIGRE Trust0.20%$1.15M
Saluda Grade Alternative Mortg0.20%$1.14M
Ellington Financial Mortgage T0.20%$1.14M
Pagaya AI Debt Selection Trust0.19%$1.09M
Morgan Stanley Capital I Trust0.18%$1.07M
Freddie Mac - STACR0.18%$1.04M
Fannie Mae - CAS0.18%$1.03M
Freddie Mac - STACR0.18%$1.02M
Saluda Grade Alternative Mortg0.17%$1.02M
Fannie Mae - CAS0.17%$1.01M
Pagaya AI Debt Selection Trust0.17%$1.00M
Verus Securitization Trust0.17%$989.70K
Towd Point Mortgage Trust0.16%$957.96K
Bayview Opportunity Master Fun0.16%$942.99K
Thunderbolt Aircraft Lease Lim0.16%$938.08K
J.P. Morgan Wealth Management0.16%$932.94K
Credit Suisse Mortgage Trust0.16%$931.32K
Barclays Commercial Mortgage S0.16%$915.12K
CHNGE Mortgage Trust0.13%$779.89K
JP Morgan Mortgage Trust0.09%$523.33K
New Residential Mortgage Loan0.09%$497.29K
Angel Oak Mortgage Trust0.08%$490.30K
Vista Point Securitization Tru0.08%$484.21K
Boston Lending Trust 2021-10.08%$452.09K
Oportun Funding LLC0.08%$436.60K
Pagaya AI Debt Selection Trust0.05%$299.74K
Vericrest Opportunity Loan Tra0.04%$213.35K
South Carolina St Student Loan0.01%$44.94K
Radnor Re LTD0.01%$29.97K
Freddie Mac - STACR0.01%$28.95K
Eagle Re Ltd0.00%$20.97K
Bombardier Capital Mortgage Se0.00%$4.23K
Government National Mortgage A0.00%$3.84K
IMC Home Equity Loan Trust0.00%$801
Credit-Based Asset Servicing a0.00%$1
Government National Mortgage A0.00%$2

SEMIX overview: performance, fees, allocation and SEC filings