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Aristotle Funds Series Trust

CIK: 0001959372 Equity
Report date: 2026-02-26
AUM $4.2B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

64 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 C CITIGROUP INC Since 2026-05-10 172967QH7 Debt
0.03%
$1.16 1,150,000
2 C CITIGROUP INC Since 2026-05-10 17327CAU7 Debt
0.43%
$18.14 18,000,000
3 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EV7 Debt
0.11%
$4.79 4,600,000
4 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PDR4 Debt
0.32%
$13.51 13,000,000
5 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBP1 Debt
0.37%
$15.46 15,000,000
6 C CITIGROUP INC Since 2026-05-10 172967ML2 Debt
0.02%
$0.94 1,000,000
7 C CITIGROUP INC Since 2026-05-10 17327CAV5 Equity (Preferred)
0.19%
$8.07 7,825,000
8 C CITIGROUP INC Since 2026-05-10 172967PU9 Debt
0.08%
$3.35 3,200,000
9 EFXT ENERFLEX INC Since 2026-05-10 29281WAA6 Debt
0.37%
$15.55 15,200,000
10 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PDY9 Debt
0.36%
$15.23 13,850,000
11 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEX0 Debt
0.35%
$14.80 14,100,000
12 JPM JPMORGAN CHASE & CO Since 2026-05-10 48128AAJ2 Equity (Preferred)
0.22%
$9.46 9,100,000
13 NRG NRG ENERGY INC Since 2026-05-10 629377DD1 Debt
0.06%
$2.61 2,575,000
14 UBS UBS GROUP AG Since 2026-05-10 902613BK3 Debt
0.39%
$16.61 15,350,000
15 ENTG ENTEGRIS INC Since 2026-05-10 29365BAA1 Debt
0.45%
$18.93 18,875,000
16 HUM HUMANA INC Since 2026-05-10 444859CD2 Debt
0.18%
$7.66 7,500,000
17 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFC5 Debt
0.19%
$7.97 7,700,000
18 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3D3 Debt
0.44%
$18.79 18,050,000
19 UBS UBS GROUP AG Since 2026-05-10 902613BN7 Debt
0.06%
$2.57 2,500,000
20 UBS UBS GROUP AG Since 2026-05-10 225401BH0 Debt
0.10%
$4.31 4,200,000
21 UBS UBS GROUP AG Since 2026-05-10 225401BJ6 Debt
0.34%
$14.36 14,000,000
22 VST VISTRA CORP Since 2026-05-10 92840MAB8 Equity (Preferred)
0.17%
$7.34 7,130,000
23 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3H4 Debt
0.21%
$8.86 8,000,000
24 SRE SEMPRA Since 2026-05-10 816851BH1 Debt
0.24%
$10.32 12,000,000
25 TRGP TARGA RESOURCES CORP Since 2026-05-10 87612GAC5 Debt
0.22%
$9.11 8,500,000
26 TRGP TARGA RESOURCES CORP Since 2026-05-10 87612GAF8 Debt
0.12%
$5.19 4,750,000
27 TRGP TARGA RESOURCES CORP Since 2026-05-10 87612GAQ4 Debt
0.21%
$8.69 8,450,000
28 AMZN AMAZON.COM INC Since 2026-05-10 023135CV6 Debt
0.11%
$4.68 4,700,000
29 AMZN AMAZON.COM INC Since 2026-05-10 023135CW4 Debt
0.13%
$5.57 5,700,000
30 FISV FISERV INC Since 2026-05-10 337738BM9 Debt
0.07%
$2.92 2,900,000
31 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EN5 Debt
0.24%
$10.32 10,000,000
32 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3F8 Debt
0.21%
$9.07 8,650,000
33 GTLS CHART INDUSTRIES INC Since 2026-05-10 16115QAG5 Debt
0.13%
$5.31 5,000,000
34 ENB ENBRIDGE INC Since 2026-05-10 29250NCP8 Debt
0.11%
$4.65 4,600,000
35 NRG NRG ENERGY INC Since 2026-05-10 629377DC3 Debt
0.08%
$3.31 3,275,000
36 OKE ONEOK INC Since 2026-05-10 682680DB6 Debt
0.13%
$5.38 5,350,000
37 UBS UBS GROUP AG Since 2026-05-10 902613BQ0 Debt
0.26%
$10.92 10,500,000
38 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3V3 Debt
0.19%
$7.92 7,550,000
39 BRO BROWN & BROWN INC Since 2026-05-10 115236AL5 Debt
0.15%
$6.15 6,000,000
40 BRO BROWN & BROWN INC Since 2026-05-10 115236AM3 Debt
0.24%
$10.26 10,000,000
41 C CITIGROUP INC Since 2026-05-10 172967PG0 Debt
0.15%
$6.24 6,000,000
42 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFE1 Debt
0.07%
$2.88 2,900,000
43 OPLN OPENLANE INC Since 2026-05-10 68373AAD5 LON
0.15%
$6.27 6,250,000
44 AVGO BROADCOM INC Since 2026-05-10 11135FCM1 Debt
0.02%
$1.02 1,000,000
45 C CITIGROUP INC Since 2026-05-10 172967MY4 Debt
0.01%
$0.41 450,000
46 C CITIGROUP INC Since 2026-05-10 172967NE7 Debt
0.10%
$4.03 4,500,000
47 C CITIGROUP INC Since 2026-05-10 172967QA2 Debt
0.23%
$9.55 9,350,000
48 C CITIGROUP INC Since 2026-05-10 172967QJ3 Equity (Preferred)
0.09%
$3.79 3,725,000
49 C CITIGROUP INC Since 2026-05-10 17327CAR4 Debt
0.36%
$15.14 14,250,000
50 FISV FISERV INC Since 2026-05-10 337738BH0 Debt
0.17%
$7.22 7,000,000
51 FISV FISERV INC Since 2026-05-10 337738BN7 Debt
0.65%
$27.37 27,575,000
52 FLS FLOWSERVE CORPORATION Since 2026-05-10 34355JAB4 Debt
0.31%
$13.26 14,819,000
53 GPN GLOBAL PAYMENTS INC Since 2026-05-10 37940XAY8 Debt
0.48%
$20.31 20,425,000
54 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PCU8 Debt
0.31%
$13.27 14,450,000
55 SRE SEMPRA Since 2026-05-10 816851BT5 Debt
0.24%
$10.28 10,100,000
56 VST VISTRA CORP Since 2026-05-10 92840MAC6 Equity (Preferred)
0.12%
$5.11 5,000,000
57 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2U6 Debt
0.15%
$6.54 7,000,000
58 FLS FLOWSERVE CORPORATION Since 2026-05-10 34354PAF2 Debt
0.19%
$7.86 8,233,000
59 F FORD MOTOR COMPANY Since 2026-05-10 345370DB3 Debt
0.05%
$2.24 2,175,000
60 NWL NEWELL BRANDS INC Since 2026-05-10 651229BG0 Debt
0.31%
$12.91 12,300,000
61 AVGO BROADCOM INC Since 2026-05-10 11135FBY6 Debt
0.15%
$6.28 6,050,000
62 AVGO BROADCOM INC Since 2026-05-10 11135FCB5 Debt
0.06%
$2.52 2,500,000
63 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EX3 Debt
0.12%
$5.07 4,800,000
64 NRG NRG ENERGY INC Since 2026-05-10 629377DA7 Debt
0.09%
$4.01 4,000,000