CONSHOHOCKEN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
73.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 819.09K
Full voting authority
819.09K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLS FARGO & COSOLE | PERP PFD CNV A | 6K | SH | $6.93M 35.50% | 6K | 0.00 | 0.00 |
ANNALY CAPITAL MANAGEMENT INSOLE | COM NEW | 177.59K | SH | $3.76M 19.24% | 177.59K | 0.00 | 0.00 |
AGNC INVT CORPSOLE | COM | 360K | SH | $3.61M 18.50% | 360K | 0.00 | 0.00 |
ARMOUR RESIDENTIAL REIT INCSOLE | COM SHS | 174.05K | SH | $2.90M 14.87% | 174.05K | 0.00 | 0.00 |
RUBRIK INC.SOLE | CL A | 16.47K | SH | $806.6K 4.13% | 16.47K | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCSOLE | COM | 62.80K | SH | $697.7K 3.57% | 62.80K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 18K | SH | $452.0K 2.32% | 18K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 2.39K | SH | $250.1K 1.28% | 2.39K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.79K | SH | $113.4K 0.58% | 1.79K | 0.00 | 0.00 |