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CARILLON SERIES TRUST

CIK: 0000897111 Equity
Report date: 2026-02-27
AUM $9M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

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

37 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 D DOMINION ENERGY INC Since 2026-05-10 25746UDM8 Equity (Preferred)
1.00%
$0.09 88,000
2 EMR EMERSON ELECTRIC CO Since 2026-05-10 291011BT0 Debt
1.48%
$0.13 126,000
3 EFX EQUIFAX INC Since 2026-05-10 294429AV7 Debt
1.47%
$0.13 126,000
4 EVRG Evergy Inc Since 2026-05-10 30034W106 Equity (Common)
1.03%
$0.09 1,234
5 EVRG EVERGY INC Since 2026-05-10 30034WAE6 Debt
1.00%
$0.09 85,000
6 FISV FISERV INC Since 2026-05-10 337738BG2 Debt
1.48%
$0.13 126,000
7 TMO THERMO FISHER SCIENTIFIC Since 2026-05-10 883556DB5 Debt
1.48%
$0.13 124,000
8 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.62%
$0.05 541
9 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.66%
$0.06 1,416
10 WCN WASTE CONNECTIONS INC Since 2026-05-10 94106BAG6 Debt
1.49%
$0.13 127,000
11 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.98%
$0.09 3,447
12 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.99%
$0.09 379
13 AAPL APPLE INC Since 2026-05-10 037833DG2 Debt
1.98%
$0.17 218,000
14 AZO AUTOZONE INC Since 2026-05-10 053332AZ5 Debt
1.50%
$0.13 132,000
15 BWA BORGWARNER INC Since 2026-05-10 099724AQ9 Debt
1.48%
$0.13 125,000
16 AVGO BROADCOM INC Since 2026-05-10 11135FBY6 Debt
1.50%
$0.13 126,000
17 BRO BROWN & BROWN INC Since 2026-05-10 115236AL5 Debt
1.48%
$0.13 126,000
18 CME CME Group Inc Since 2026-05-10 12572Q105 Equity (Common)
1.18%
$0.10 378
19 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
1.13%
$0.10 1,274
20 C CITIGROUP INC Since 2026-05-10 17327CBC6 Equity (Preferred)
1.02%
$0.09 86,000
21 STZ CONSTELLATION BRANDS INC Since 2026-05-10 21036PBL1 Debt
1.50%
$0.13 130,000
22 IR INGERSOLL RAND INC Since 2026-05-10 45687VAF3 Debt
1.47%
$0.13 123,000
23 JPM JPMORGAN CHASE & CO Since 2026-05-10 48128AAJ2 Equity (Preferred)
1.49%
$0.13 125,000
24 ROP ROPER TECHNOLOGIES INC Since 2026-05-10 776696AM8 Debt
1.48%
$0.13 128,000
25 WFC WELLS FARGO & COMPANY Since 2026-05-10 95002YAA1 Equity (Preferred)
0.99%
$0.09 81,000
26 HON HONEYWELL INTERNATIONAL Since 2026-05-10 438516CM6 Debt
1.97%
$0.17 173,000
27 KEY KeyCorp Since 2026-05-10 493267108 Equity (Common)
1.11%
$0.10 4,684
28 MCO MOODY'S CORPORATION Since 2026-05-10 615369AQ8 Debt
1.46%
$0.13 142,000
29 MSI MOTOROLA SOLUTIONS INC Since 2026-05-10 620076CB3 Debt
1.47%
$0.13 124,000
30 NEE NEXTERA ENERGY INC Since 2026-05-10 65339F663 Equity (Preferred)
1.04%
$0.09 1,750
31 PCAR PACCAR Inc Since 2026-05-10 693718108 Equity (Common)
0.83%
$0.07 662
32 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.84%
$0.07 2,948
33 PSA PUBLIC STORAGE Since 2026-05-10 74460W420 Equity (Preferred)
1.22%
$0.11 6,650
34 MDT Medtronic PLC Since 2026-05-10 N/A Equity (Common)
1.03%
$0.09 938
35 AMZN AMAZON.COM INC Since 2026-05-10 023135CR5 Debt
1.50%
$0.13 127,000
36 AMGN AMGEN INC Since 2026-05-10 031162DQ0 Debt
1.49%
$0.13 125,000
37 AN AUTONATION INC Since 2026-05-10 05329WAT9 Debt
1.49%
$0.13 125,000