TCCBX Holdings — Ambrus Tax-Conscious California Bond Fund

All 366 reported holdings of Ambrus Tax-Conscious California Bond Fund (TCCBX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
California St1.64%$7.98M
San Francisco Ca City &cnty Ar1.40%$6.83M
Sacramento Ca Transient Occupa1.17%$5.68M
California Statewide Cmntys Dev Auth1.14%$5.54M
Dreyfus Government Cash Management Funds1.08%$5.26M
San Francisco Calif City & Cnty Pub Utils Commn1.08%$5.24M
California St Eductnl Facs Aut1.06%$5.17M
California St Eductnl Facs Aut1.05%$5.12M
Pimco Senior Loan Active Exchange-Traded Fund1.00%$4.88M
California Cmnty Choice Fing Auth1.00%$4.84M
California St0.98%$4.76M
M-S-R Energy Auth Calif0.97%$4.74M
California Cmnty Choice Fing Auth0.96%$4.67M
SPDR Series Trust0.96%$4.66M
California Infrastructure & Economic Dev Bk0.96%$4.66M
San Francisco City & Cnty Ca0.90%$4.38M
Goldman Sachs Group, Inc.0.88%$4.27M
California St0.85%$4.16M
Los Angeles Cnty Ca Facs, Inc. L0.84%$4.06M
University Calif0.82%$4.01M
California St0.82%$3.97M
United States Treasury Notes0.78%$3.79M
San Francisco City & Cnty Ca0.77%$3.76M
Anaheim Calif Hsg & Pub Impt Auth0.77%$3.76M
Santa Monica Ca Public Fing Au0.77%$3.76M
California Cmnty Choice Fing Auth0.77%$3.75M
Toledo Oh Wtrwks Revenue0.74%$3.59M
River Islands Ca Public Fing A0.74%$3.59M
KKR & Co Inc.0.72%$3.49M
M&T Bank Corporation0.70%$3.38M
San Diego Ca Public Facs Fing0.68%$3.33M
California Public Finance Authority (ca)0.68%$3.31M
United States Treasury Notes0.68%$3.30M
Los Angeles Calif Dept Wtr & Pwr0.67%$3.27M
California St Eductnl Facs Aut0.67%$3.26M
Sacramento Ca Transient Occupa0.67%$3.24M
California Cmnty Choice Fing Auth0.64%$3.11M
Los Angeles Ca Dept Wtr & Pwr0.64%$3.10M
Lancaster Ca Fing Auth Lease R0.63%$3.08M
Baltimore Md Proj Revenue0.63%$3.08M
California Cmnty Choice Fing Auth0.63%$3.06M
Bank of America Corp.0.62%$3.02M
California Health Facs Fing Auth0.62%$3.01M
San Jose Ca Mf Hsg Revenue0.62%$3.00M
Citigroup Inc.0.62%$3.00M
California St Infrastructure &0.61%$2.99M
California Health Facs Fing Auth0.61%$2.98M
California St Muni Fin Auth Re0.61%$2.98M
El Rancho Ca Unif Sch Dist0.61%$2.96M
Colorado St Sch Of Mines Instn0.61%$2.95M
Los Angeles Ca Unif Sch Dist0.60%$2.94M
California St0.60%$2.92M
Harris Cnty Tex0.59%$2.87M
Citigroup Inc.0.58%$2.80M
California St0.55%$2.68M
Pennsylvania St Tpk Commn0.54%$2.63M
Golden St Tobacco Securitizati0.54%$2.62M
California Hsg Fin Agy0.54%$2.62M
California Health Facs Fing Auth0.53%$2.56M
Missouri Joint Municipal Electric Utilities Commission (mo)0.52%$2.51M
Patterson Ca Jt Unif Sch Dist0.51%$2.49M
Univ Of South Carolina Sc Hgre0.51%$2.48M
Roseville Ca Jt Union High Sch0.51%$2.48M
San Francisco City & Cnty Ca P0.50%$2.44M
Wells Fargo & Co.0.50%$2.44M
Los Angeles Unified School District (ca)0.48%$2.34M
San Mateo County Joint Powers Financing Authority (ca)0.48%$2.32M
Bellevue Wa0.48%$2.32M
California St0.48%$2.31M
Irvine Calif Facs Fing Auth0.47%$2.28M
Santa Monica-Malibu Ca Unif Sc0.47%$2.28M
Sacramento Ca Transient Occupa0.46%$2.26M
State Street Corp.0.46%$2.23M
Los Angeles Ca Dept Wtr & Pwr0.46%$2.22M
Riverside Ca Elec Revenue0.45%$2.20M
Poway Ca Redev Agy Successor A0.45%$2.19M
Bellefonte Pa Area Sch Dist0.45%$2.19M
Univ Calif Regts Med Ctr0.44%$2.14M
California Cmnty Choice Fing Auth0.44%$2.14M
Stockton Ca Unif Sch Dist Cops0.44%$2.13M
California St0.44%$2.13M
Azusa (ca), City Of0.43%$2.11M
California Cmnty Choice Fing Auth0.43%$2.11M
Los Angeles Ca Dept Of Arpts A0.43%$2.09M
Sacramento City Ca Unif Sch Di0.43%$2.09M
Moraga Ca Elem Sch Dist0.42%$2.07M
San Francisco Calif City & Cnty Arpts Commn0.42%$2.06M
San Diego Ca Unif Sch Dist0.42%$2.05M
California St Muni Fin Auth Re0.42%$2.04M
San Francisco Calif City & Cnty Redev Agy Successor Agy0.42%$2.04M
San Diego Assn Of Govts Ca Sou0.42%$2.04M
University Calif0.42%$2.03M
Irvine Ranch Ca Wtr Dist0.41%$2.01M
Riverside Ca Cmnty Clg Dist Co.0.41%$2.00M
San Diego Ca Unif Sch Dist0.41%$1.99M
California St Univ Revenue0.41%$1.98M
Golden State Tobacco Securitization Corp.0.40%$1.96M
Sanger Ca Unif Sch Dist Cops0.40%$1.96M
King Cnty Wa Swr Revenue0.40%$1.95M
Texas Mun Gas Acquisition & Supply Corp. Iv0.39%$1.91M
California Cmnty Choice Fing Auth0.39%$1.88M
Fremont Ca Unif Sch Dist Alame0.39%$1.87M
Anaheim Ca Hsg & Public Impt A0.38%$1.86M
San Francisco City & Cnty Ca P0.38%$1.85M
California St0.37%$1.81M
Irvine Ca Facs Fing Auth Spl T0.37%$1.81M
Gavilan Ca Jt Cmnty Clg Dist0.37%$1.79M
San Francisco Calif City & Cnty Arpts Commn0.37%$1.79M
Windsor Calif Jt Pwrs Fing Auth0.36%$1.77M
Los Angeles Ca Hsg Auth Mf Hsg0.36%$1.77M
Riverside Ca Cmnty Clg Dist Co.0.34%$1.67M
Univ Of California Revenues0.34%$1.65M
Pennsylvania St Tpk Commn0.34%$1.65M
Perris Ca Public Fing Auth0.33%$1.62M
North Penn Pa Sch Dist0.33%$1.61M
San Diego County Regional Airport Authority (ca)0.33%$1.61M
Citigroup Inc.0.33%$1.60M
California Health Facs Fing Auth0.33%$1.60M
Orangeburg Cnty Sc Facs Corp. I0.33%$1.59M
Eastside Ca Union Sch Dist0.32%$1.57M
Citigroup Inc.0.32%$1.54M
The Bank of New York Mellon Corp.0.31%$1.53M
Menlo Park Ca City Sch Dist0.31%$1.51M
Inglewood Ca Unif Sch Dist0.31%$1.51M
El Paso Tx0.31%$1.51M
Connecticut St Hlth & Eductnl0.31%$1.50M
Sweetwater Ca Union High Sch D0.30%$1.47M
Hayward Ca Unif Sch Dist Cops0.30%$1.45M
Colton Ca Jt Unif Sch Dist0.30%$1.44M
Folsom Cordova Ca Unif Sch Dis0.30%$1.44M
New York City Ny Transitional0.29%$1.42M
Clatsop Cnty Or Sch Dist #10 S0.29%$1.41M
Monarch-Chesterfield Mo Levee0.28%$1.39M
South Carolina St Ports Auth P0.26%$1.26M
California Mun Fin Auth0.26%$1.25M
Los Angeles (ca), City Of0.26%$1.24M
San Diego County Regional Airport Authority (ca)0.25%$1.22M
California St Hlth Facs Fing A0.25%$1.20M
Los Angeles Ca Unif Sch Dist0.25%$1.19M
California Hsg Fin Agy0.25%$1.19M
Fillmore Ca Wstwtr Revenue0.24%$1.18M
California Mun Fin Auth0.24%$1.18M
Montebello Ca Public Fing Auth0.24%$1.18M
Philadelphia Pa0.24%$1.15M
California Cmnty Choice Fing Auth0.24%$1.15M
California St Infrastructure &0.24%$1.15M
Los Angeles Cnty Calif Dev Auth0.23%$1.13M
California St Muni Fin Auth Re0.23%$1.13M
California St Muni Fin Auth Re0.23%$1.12M
California St Muni Fin Auth Le0.23%$1.12M
Santa Rita Ca Union Sch Dist S0.23%$1.11M
Santa Clara Ca Unif Sch Dist0.23%$1.11M
Oakland Ca Unif Sch Dist Alame0.23%$1.11M
Los Angeles Ca Dept Of Wtr & P0.23%$1.11M
Univ Of Akron Oh0.23%$1.10M
San Francisco Calif City & Cnty Arpts Commn0.23%$1.10M
California Hsg Fin Agy0.23%$1.10M
Riverside County Successor Agency To The Redevelopment Agency (ca)0.23%$1.09M
California Health Facs Fing Auth0.22%$1.07M
Campbell Ca Union High Sch Dis0.22%$1.07M
San Mateo Ca Union High Sch Di0.22%$1.06M
Central Vy Energy Auth Calif0.22%$1.05M
Morgan Stanley0.21%$1.04M
BP Capital Markets PLC0.21%$1.04M
Columbia Cnty Or Sch Dist #5020.21%$1.03M
Minnesota Mun Gas Agy0.21%$1.03M
San Francisco Calif City & Cnty0.21%$1.03M
Oxnard Ca Union High Sch Dist0.21%$1.03M
California Mun Fin Auth0.21%$1.02M
California Stwd Cmntys Dev Aut0.21%$1.02M
Mountain View-Whisman Ca Sch D0.21%$1.01M
New York N Y0.21%$1.01M
Hayward Ca Unif Sch Dist Cops0.21%$1.01M
Albany Ca Unif Sch Dist0.21%$1.01M
Los Angeles Housing Authority (ca)0.21%$1.00M
California St Infrastructure &0.21%$1.00M
Air Lease Corporation0.21%$998.16K
California St Infrastructure &0.20%$992.88K
Dover Nh0.20%$992.65K
Marin Ca Hlthcare Dist0.20%$988.16K
Imperial Calif Cmnty College Dist0.20%$964.85K
California St Public Wks Brd L0.19%$934.88K
California St Hlth Facs Fing A0.19%$934.12K
Indep Cities Ca Fin Auth Mobil0.19%$927.60K
California St Public Wks Brd L0.19%$913.33K
Irvine Ca Facs Fing Auth Lease0.19%$901.83K
Campbell Ca Union High Sch Dis0.18%$895.75K
University Calif0.18%$873.70K
California Infrastructure & Economic Dev Bk0.18%$852.68K
General Motors Financial Company Inc0.17%$848.59K
Los Angeles Ca Dept Of Wtr & P0.17%$845.83K
W Hollywood Ca Public Fing Aut0.17%$833.42K
University Calif0.17%$825.77K
Santa Monica Ca Cmnty Clg Dist0.17%$825.15K
Poway Ca Unif Sch Dist Public0.17%$814.57K
Robla Ca Sch Dist0.17%$812.96K
Vacaville Ca Unif Sch Dist0.16%$789.77K
Santa Clara Vly Ca Wtr Dist Wt0.16%$785.85K
Poway Calif Uni Sch Dist Pub Fing Auth0.16%$775.30K
San Jose Ca Arpt Revenue0.16%$764.79K
Lucia Mar Ca Unif Sch Dist0.16%$758.87K
Atwater Ca Elem Sch Dist Cops0.16%$756.80K
W Sonoma Cnty Ca Union High Sc0.15%$752.09K
Ravenswood Ca City Sch Dist0.15%$750.42K
Alhambra Ca Unif Sch Dist0.15%$749.48K
California St Muni Fin Auth Re0.15%$747.33K
Los Banos Ca Unif Sch Dist0.15%$727.17K
Fresno Ca Unif Sch Dist0.15%$722.56K
Brea Ca Wtr Revenue0.15%$719.87K
Fontana Ca Redev Agy Successor0.15%$713.87K
Sweetwater Ca Union High Sch D0.15%$710.41K
Concord Ca Cops0.15%$710.50K
Sacramento Ca Transient Occupa0.14%$699.76K
California Municipal Finance A0.14%$690.87K
Whittier Ca Union High Sch Dis0.14%$687.50K
Connecticut St Hsg Fin Auth Hs0.14%$666.92K
Whittier Ca Union High Sch Dis0.13%$649.61K
Pittsburg Calif Uni Sch Dist0.13%$641.60K
Antioch Ca Unif Sch Dist0.13%$634.99K
Dow Chemical Co. (The)0.13%$634.06K
Pennsylvania Economic Development Financing Authority (pa)0.13%$629.83K
Cabrillo Ca Unif Sch Dist0.13%$628.09K
Selma Ca Unif Sch Dist0.13%$627.99K
Norco Ca Cmnty Redev Agy Succe0.13%$620.02K
Goleta Ca Union Sch Dist0.12%$605.96K
Pomona Ca Revenue0.12%$590.09K
Modesto Ca Irr Dist Fing Auth0.12%$589.34K
Lake Elsinore Ca Spl Tax0.12%$588.48K
Chowchilla Ca Elem Sch Dist0.12%$583.25K
San Diego Cnty Ca Cops0.12%$575.90K
Santa Cruz City Ca Elem Sch Di0.12%$570.22K
Los Angeles Calif Dept Wtr & Pwr0.11%$554.08K
Mammoth Lakes Calif0.11%$535.92K
California St Public Wks Brd L0.11%$533.50K
Folsom Cordova Ca Unif Sch Dis0.11%$532.07K
California St Muni Fin Auth St0.11%$517.54K
California St Muni Fin Auth Re0.11%$516.35K
Texas Mun Gas Acquisition & Supply Corp. Iii Gas Supply0.11%$513.71K
Sacramento Ca Area Flood Contr0.10%$510.57K
California St Muni Fin Auth Re0.10%$510.05K
Riverside Cnty Ca Redev Succes0.10%$505.73K
California Mun Fin Auth0.10%$502.13K
Sacramento Cnty Ca Arpt Sys Re0.10%$501.85K
California Educational Facilities Authority (ca)0.10%$498.76K
San Francisco City & Cnty Ca P0.10%$488.14K
Univ Of California Ca Revenues0.10%$479.57K
Whittier Ca Union High Sch Dis0.10%$472.63K
William S. Hart Union High School (ca)0.10%$465.44K
California Mun Fin Auth0.09%$457.45K
Lancaster Ca Redev Agy Success0.09%$455.47K
Selma Ca Unif Sch Dist0.09%$449.24K
California St Muni Fin Auth Re0.09%$446.66K
Desert Sands Ca Unif Sch Dist0.09%$440.38K
State Street Corp.0.09%$432.40K
Los Angeles Cnty Ca Public Wks0.09%$430.73K
Hudson Pacific Properties LP0.09%$426.83K
California St Pub Wks Brd0.09%$426.66K
Los Angeles Ca Muni Impt Corpl0.09%$424.07K
Riverside Ca Unif Sch Dist Spl0.09%$422.23K
California St Hlth Facs Fing A0.08%$413.13K
Los Angeles City Department Of Airports (ca)0.08%$408.67K
Illinois Fin Auth0.08%$398.14K
Sthrn Ca Public Pwr Auth Natur0.08%$391.11K
Lake Cnty Il Sch Dist #1 Winth0.08%$380.26K
Viatris Inc0.08%$380.24K
Washington Twp Ca Hlth Care Di0.07%$363.79K
Live Oak Ca Elem Sch Dist Sant0.07%$360.17K
Wstrn Placer Ca Unif Sch Dist0.07%$356.82K
New York N Y City Hsg Dev Corp.0.07%$350.13K
California Hsg Fin Agy Ltd. Obl0.07%$349.58K
New York City Ny Hsg Dev Corp.0.07%$348.26K
Piedmont Ca Unif Sch Dist0.07%$331.55K
The Bank of New York Mellon Corp.0.07%$331.25K
Riverside Ca Cmnty Clg Dist Co.0.07%$325.29K
Modesto Ca Irr Dist Elec Reven0.07%$318.83K
California Statewide Cmntys Dev Auth0.06%$308.83K
Vista Ca Unif Sch Dist0.06%$305.28K
Golden St Tobacco Securitizati0.06%$282.56K
Los Angeles Ca Unif Sch Dist0.06%$267.43K
Southern California Tobacco Securitization Authority (ca)0.05%$265.24K
El Rancho Unified School District (ca)0.05%$262.10K
California St Hlth Facs Fing A0.05%$256.29K
Oxnard Ca Union High Sch Dist0.05%$255.88K
Water Replenishment District Southern California Financing Authority (ca)0.05%$255.56K
Riverside Ca Cmnty Clg Dist Co.0.05%$255.25K
Los Angeles City Department Of Airports (ca)0.05%$254.39K
California Infrastructure & Economic Dev Bk0.05%$252.54K
California St0.05%$251.03K
Anaheim Ca Hsg & Public Impt A0.05%$246.27K
California St Univ Revenue0.05%$245.84K
Rancho Cordova Cmnty Facs Dist Calif0.05%$243.50K
Poway Ca Unif Sch Dist Public0.05%$232.23K
California St0.05%$222.49K
California St Enterprise Dev A0.05%$221.55K
Rancho Cordova Ca Cmnty Facs D0.04%$218.17K
Rancho Cordova Cmnty Facs Dist Calif0.04%$214.42K
Pasadena Ca Area Cmnty Clg Dis0.04%$213.79K
Riverside Ca Cmnty Clg Dist Co.0.04%$210.22K
Tracy Ca Cmnty Facs Dist Spl T0.04%$206.33K
Turlock Ca Irr Dist0.04%$204.82K
Hesperia Ca Jt Pub Fing Auth L0.04%$200.93K
Desert Sands Ca Unif Sch Dist0.04%$193.30K
Rancho Cordova Ca Cmnty Facs D0.04%$192.09K
California St0.04%$190.87K
Palomar Hlth Ca0.04%$187.10K
Rancho Cordova Cmnty Facs Dist Calif0.04%$186.27K
Rancho Cordova Ca Cmnty Facs D0.03%$165.16K
California Stwd Cmntys Dev Aut0.03%$164.67K
San Francisco City & Cnty Ca R0.03%$150.83K
Los Angeles Cnty Ca Public Wks0.03%$150.39K
Iowa St Fin Auth Hlth Facs Rev0.03%$150.38K
San Francisco City & Cnty Ca C0.03%$149.70K
Rancho Cordova Ca Cmnty Facs D0.03%$142.91K
Compton Ca Unif Sch Dist0.03%$141.73K
California School Finance Authority (ca)0.03%$123.81K
Rancho Cordova Ca Cmnty Facs D0.03%$121.40K
Rancho Cordova Ca Cmnty Facs D0.03%$121.36K
Glendale Ca Wtr Revenue0.02%$117.74K
San Francisco City & Cnty Ca P0.02%$115.30K
California Educational Facilities Authority (ca)0.02%$113.66K
Norwalk-La Mirada Ca Unif Schd0.02%$107.11K
Desert Sands Ca Unif Sch Dist0.02%$106.74K
Lake Elsinore Ca Spl Tax0.02%$103.88K
California Stwd Cmntys Dev Aut0.02%$103.31K
Pittsburg Ca Successor Agy Red0.02%$100.98K
California St Hlth Facs Fing A0.02%$100.07K
Minneapolis Mn Hlth Care Sys R0.02%$100.08K
Kern Ca High Sch Dist0.02%$98.70K
California St Muni Fin Auth Sp0.02%$94.53K
Washington Twp Ca Hlth Care Di0.02%$90.32K
Rancho Cordova Ca Cmnty Facs D0.02%$84.05K
Norwalk-La Mirada Ca Unif Schd0.02%$81.71K
Norwalk-La Mirada Ca Unif Schd0.02%$81.00K
Estrn Ca Muni Wtr Dist Cmnty F0.02%$76.26K
Estrn Ca Muni Wtr Dist Cmnty F0.02%$76.38K
Estrn Ca Muni Wtr Dist Cmnty F0.02%$76.20K
Estrn Ca Muni Wtr Dist Cmnty F0.01%$70.88K
California St Eductnl Facs Aut0.01%$69.63K
Rancho Cordova Ca Cmnty Facs D0.01%$67.59K
Lake Elsinore Ca Spl Tax0.01%$53.40K
Rancho Cordova Ca Cmnty Facs D0.01%$51.33K
South Tahoe Ca Pub Util Dist W0.01%$51.31K
Coachella Vly Ca Unif Sch Dist0.01%$50.02K
East Side Ca Union High Sch Di0.01%$48.17K
California St Dept Of Veterans0.01%$38.89K
Rancho Cordova Cmnty Facs Dist Calif0.01%$31.61K
Washington Twp Ca Hlth Care Di0.01%$30.01K
California Health Facs Fing Auth0.01%$25.13K
California Educational Facilities Authority (ca)0.01%$25.07K
California School Finance Authority (ca)0.01%$25.20K
Yuba Ca Levee Fing Auth Revenu0.01%$25.23K
Trustees Of The California State University (ca)0.01%$25.03K
Berkeley Ca Jt Pwrs Fing Auth0.01%$25.00K
Oakdale Ca Jt Unif Sch Dist0.01%$24.78K
Lemoore Ca Union Elem Sch Dist0.00%$20.79K
California St Infrastructure &0.00%$20.32K
Yuba Ca Levee Fing Auth Revenu0.00%$20.19K
Victor Vly Ca Transprtn Auth C0.00%$20.13K
Santa Clarita Ca Public Fin Au0.00%$19.62K
Downey Ca Unif Sch Dist0.00%$16.91K
Los Angeles Cnty Ca Schs Regio0.00%$10.01K
Trustees Of The California State University (ca)0.00%$10.01K
Shasta Ca Jt Pwrs Fing Auth0.00%$10.00K
Los Angeles Ca Hsg Auth0.00%$5.01K
Coachella Vly Ca Unif Sch Dist0.00%$5.00K
California St Hlth Facs Fing A0.00%$5.01K

TCCBX overview: performance, fees, allocation and SEC filings