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Catholic Responsible Investments Funds

CIK: 0001872555 Equity
Report date: 2026-04-01
AUM $2.6B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-01

Holdings

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

152 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U4D2 Debt
0.05%
$1.30 1,295,000
2 D Dominion Energy, Inc. Since 2026-05-10 25746UDL0 Debt
0.16%
$4.16 4,650,000
3 SCHW THE CHARLES SCHWAB CORPORATION Since 2026-05-10 808513BK0 Debt
0.19%
$4.89 4,910,000
4 EPR EPR PROPERTIES Since 2026-05-10 26884UAH2 Debt
0.05%
$1.22 1,225,000
5 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VGL2 Debt
0.07%
$1.80 2,500,000
6 UNM UNUM GROUP Since 2026-05-10 903192AA0 Debt
0.02%
$0.49 465,000
7 PPG PPG INDUSTRIES, INC. Since 2026-05-10 693506BY2 Debt
0.02%
$0.63 629,000
8 PII POLARIS INC. Since 2026-05-10 731068AB8 Debt
0.02%
$0.43 420,000
9 OKE ONEOK, INC. Since 2026-05-10 682680DD2 Debt
0.04%
$0.93 922,000
10 T AT&T INC. Since 2026-05-10 00206RBK7 Debt
0.10%
$2.52 3,065,000
11 UBS UBS Group AG Since 2026-05-10 902613AG3 Debt
0.12%
$2.96 2,970,000
12 C CITIGROUP INC. Since 2026-05-10 172967PZ8 Debt
0.08%
$2.10 2,085,000
13 WMB THE WILLIAMS COMPANIES, INC. Since 2026-05-10 969457CW8 Debt
0.04%
$1.10 1,100,000
14 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAV6 Debt
0.08%
$2.08 2,050,000
15 LUV SOUTHWEST AIRLINES CO. Since 2026-05-10 844741BL1 Debt
0.03%
$0.73 725,000
16 GOOG ALPHABET INC. Since 2026-05-10 02079KAZ0 Debt
0.11%
$2.86 2,900,000
17 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PAK2 Debt
0.03%
$0.68 830,000
18 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HCT0 Debt
0.05%
$1.35 1,320,000
19 ALLY ALLY FINANCIAL INC. Since 2026-05-10 02005NCA6 Debt
0.07%
$1.88 1,870,000
20 EMN EASTMAN CHEMICAL COMPANY Since 2026-05-10 277432AZ3 Debt
0.02%
$0.49 480,000
21 FLEX FLEX LTD. Since 2026-05-10 33938XAG0 Debt
0.09%
$2.41 2,410,000
22 SNX TD SYNNEX CORPORATION Since 2026-05-10 87162WAM2 Debt
0.02%
$0.62 625,000
23 OBDC BLUE OWL CAPITAL CORPORATION Since 2026-05-10 69121KAG9 Debt
0.06%
$1.43 1,510,000
24 ORCL ORACLE CORPORATION Since 2026-05-10 68389XBE4 Debt
0.08%
$2.11 2,445,000
25 NOG NORTHERN OIL AND GAS, INC. Since 2026-05-10 665531AL3 Debt
0.03%
$0.70 695,000
26 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HDA0 Debt
0.05%
$1.20 1,115,000
27 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GFU8 Debt
0.05%
$1.28 1,275,000
28 USB U.S. BANCORP Since 2026-05-10 902973AZ9 Debt
0.07%
$1.86 1,860,000
29 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38141GD43 Debt
0.06%
$1.61 1,628,000
30 C CITIGROUP INC. Since 2026-05-10 172967KA8 Debt
0.08%
$1.93 1,920,000
31 UBS UBS Group AG Since 2026-05-10 N/A Debt
0.16%
$4.09 4,090,000
32 ACI ALBERTSONS COMPANIES, INC. Since 2026-05-10 01309QAD0 Debt
0.08%
$2.17 2,205,000
33 T AT&T INC. Since 2026-05-10 00206RMM1 Debt
0.01%
$0.13 150,000
34 C CITIGROUP INC. Since 2026-05-10 172967ML2 Debt
0.08%
$2.07 2,205,000
35 ADI ANALOG DEVICES, INC. Since 2026-05-10 032654BD6 Debt
0.05%
$1.16 1,155,000
36 CAH CARDINAL HEALTH, INC. Since 2026-05-10 14149YBR8 Debt
0.06%
$1.59 1,550,000
37 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PCE4 Debt
0.06%
$1.47 2,075,000
38 STWD STARWOOD PROPERTY TRUST, INC. Since 2026-05-10 85571BBF1 Debt
0.03%
$0.72 720,000
39 ORCL ORACLE CORPORATION Since 2026-05-10 68389XDR3 Debt
0.05%
$1.27 1,443,000
40 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EW5 Debt
0.02%
$0.54 522,000
41 JBS JBS N.V. Since 2026-05-10 472140AH5 Debt
0.06%
$1.50 1,484,000
42 GM GENERAL MOTORS COMPANY Since 2026-05-10 37045VBB5 Debt
0.04%
$1.14 1,070,000
43 PVH PVH CORP. Since 2026-05-10 693656AE0 Debt
0.04%
$0.92 902,000
44 TRGP TARGA RESOURCES CORP. Since 2026-05-10 87612GAN1 Debt
0.05%
$1.17 1,165,000
45 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PBP0 Debt
0.04%
$0.92 975,000
46 SRE SEMPRA Since 2026-05-10 816851BV0 Debt
0.08%
$2.09 2,055,000
47 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38148YAA6 Debt
0.08%
$2.07 2,310,000
48 CMCSA COMCAST CORPORATION Since 2026-05-10 20030NEC1 Debt
0.10%
$2.50 2,500,000
49 MOH MOLINA HEALTHCARE, INC. Since 2026-05-10 60855RAN0 Debt
0.04%
$1.13 1,100,000
50 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VFT6 Debt
0.07%
$1.70 2,390,000
51 SBUX STARBUCKS CORPORATION Since 2026-05-10 855244AU3 Debt
0.08%
$2.10 2,500,000
52 HBAN HUNTINGTON BANCSHARES INCORPORATED Since 2026-05-10 446150BE3 Debt
0.01%
$0.29 285,000
53 MRX MAREX GROUP PLC Since 2026-05-10 566539AA0 Debt
0.03%
$0.66 635,000
54 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VFL3 Debt
0.09%
$2.21 2,500,000
55 ORCL ORACLE CORPORATION Since 2026-05-10 68389XCU7 Debt
0.08%
$1.94 2,410,000
56 OTF BLUE OWL TECHNOLOGY FINANCE CORP. Since 2026-05-10 69121JAB3 Debt
0.02%
$0.60 585,000
57 JEF JEFFERIES FINANCIAL GROUP INC. Since 2026-05-10 47233WLL1 Debt
0.02%
$0.46 465,000
58 ROP ROPER TECHNOLOGIES, INC. Since 2026-05-10 776696AK2 Debt
0.01%
$0.33 325,000
59 GPC GENUINE PARTS COMPANY Since 2026-05-10 372460AF2 Debt
0.03%
$0.84 830,000
60 USB U.S. BANCORP Since 2026-05-10 91159HJL5 Debt
0.06%
$1.44 1,438,000
61 SYY SYSCO CORPORATION Since 2026-05-10 871829BK2 Debt
0.09%
$2.33 2,500,000
62 C CITIGROUP INC. Since 2026-05-10 172967KJ9 Debt
0.00%
$0.04 40,000
63 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38145GAP5 Debt
0.09%
$2.21 2,209,000
64 NRG NRG ENERGY, INC. Since 2026-05-10 629377CT7 Debt
0.14%
$3.45 3,135,000
65 KD KYNDRYL HOLDINGS, INC. Since 2026-05-10 50155QAN0 Debt
0.06%
$1.57 1,500,000
66 RKT ROCKET COMPANIES, INC. Since 2026-05-10 77311WAC5 Debt
0.02%
$0.46 443,000
67 OHI OMEGA HEALTHCARE INVESTORS, INC. Since 2026-05-10 681936BP4 Debt
0.04%
$0.92 900,000
68 NSC NORFOLK SOUTHERN CORPORATION Since 2026-05-10 655844CK2 Debt
0.12%
$3.17 3,500,000
69 D Dominion Energy, Inc. Since 2026-05-10 25746UDY2 Debt
0.03%
$0.88 865,000
70 CHRD CHORD ENERGY CORPORATION Since 2026-05-10 674215AQ1 Debt
0.03%
$0.67 660,000
71 ARW ARROW ELECTRONICS, INC. Since 2026-05-10 04273WAF8 Debt
0.03%
$0.86 845,000
72 PEP Pepsico, Inc. Since 2026-05-10 713448EP9 Debt
0.13%
$3.30 5,000,000
73 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PEK8 Debt
0.05%
$1.24 1,205,000
74 AXP AMERICAN EXPRESS COMPANY Since 2026-05-10 025816CH0 Debt
0.03%
$0.67 675,000
75 MFC MANULIFE FINANCIAL CORPORATION Since 2026-05-10 56501RAX4 Debt
0.03%
$0.83 835,000
76 MOS THE MOSAIC COMPANY Since 2026-05-10 61945CAJ2 Debt
0.01%
$0.38 381,000
77 EBAY EBAY INC. Since 2026-05-10 278642BD4 Debt
0.03%
$0.73 725,000
78 KEY KEYCORP Since 2026-05-10 49326EEK5 Debt
0.19%
$4.77 4,865,000
79 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HCS2 Debt
0.03%
$0.68 675,000
80 META META PLATFORMS, INC. Since 2026-05-10 30303MAE2 Debt
0.03%
$0.71 745,000
81 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3V3 Debt
0.03%
$0.68 650,000
82 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GMD8 Debt
0.08%
$2.10 2,055,000
83 JPM JPMORGAN CHASE & CO. Since 2026-05-10 059438AH4 Debt
0.00%
$0.08 75,000
84 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VGB4 Debt
0.02%
$0.63 895,000
85 GM GENERAL MOTORS COMPANY Since 2026-05-10 37045VBA7 Debt
0.03%
$0.77 740,000
86 AN AUTONATION, INC. Since 2026-05-10 05329WAU6 Debt
0.06%
$1.41 1,405,000
87 HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. Since 2026-05-10 41068XAF7 Debt
0.10%
$2.56 2,500,000
88 META META PLATFORMS, INC. Since 2026-05-10 30303M8J4 Debt
0.10%
$2.45 3,050,000
89 BGC BGC GROUP, INC. Since 2026-05-10 05555LAD3 Debt
0.01%
$0.32 305,000
90 RCI ROGERS COMMUNICATIONS INC. Since 2026-05-10 775109CH2 Debt
0.06%
$1.62 1,705,000
91 HMC HONDA MOTOR CO., LTD. Since 2026-05-10 438127AE2 Debt
0.01%
$0.38 372,000
92 OKE ONEOK, INC. Since 2026-05-10 682680DC4 Debt
0.10%
$2.65 2,630,000
93 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EM7 Debt
0.02%
$0.51 505,000
94 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746TD3 Debt
0.08%
$2.16 2,160,000
95 CNP CENTERPOINT ENERGY, INC. Since 2026-05-10 15189TBP1 Debt
0.03%
$0.87 850,000
96 HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. Since 2026-05-10 41068XAG5 Debt
0.02%
$0.50 475,000
97 MKL Markel Group Inc. Since 2026-05-10 570535AY0 Debt
0.04%
$1.09 1,080,000
98 BBDC BARINGS BDC, INC. Since 2026-05-10 06759LAE3 Debt
0.03%
$0.82 820,000
99 WLK WESTLAKE CORPORATION Since 2026-05-10 960413BC5 Debt
0.03%
$0.84 850,000
100 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280FG9 Debt
0.02%
$0.56 563,000
101 HTGC HERCULES CAPITAL, INC. Since 2026-05-10 427096AN2 Debt
0.02%
$0.39 385,000
102 BAC BANK OF AMERICA CORPORATION Since 2026-05-10 06051GJE0 Debt
0.08%
$1.98 2,700,000
103 CI THE CIGNA GROUP Since 2026-05-10 125523AX8 Debt
0.03%
$0.68 651,000
104 APD AIR PRODUCTS AND CHEMICALS, INC. Since 2026-05-10 009158BF2 Debt
0.06%
$1.53 1,500,000
105 SO THE SOUTHERN COMPANY Since 2026-05-10 842587DJ3 Debt
0.06%
$1.44 1,450,000
106 CRBG COREBRIDGE FINANCIAL, INC. Since 2026-05-10 21871XAP4 Debt
0.03%
$0.79 765,000
107 USB U.S. BANCORP Since 2026-05-10 91159HJW1 Debt
0.06%
$1.41 1,402,000
108 MCHP MICROCHIP TECHNOLOGY INCORPORATED Since 2026-05-10 595017BL7 Debt
0.02%
$0.62 610,000
109 FSK FS KKR CAPITAL CORP. Since 2026-05-10 302635AP2 Debt
0.02%
$0.55 565,000
110 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38141GZT4 Debt
0.10%
$2.50 2,500,000
111 T AT&T INC. Since 2026-05-10 00206RLJ9 Debt
0.03%
$0.82 1,238,000
112 AJG ARTHUR J. GALLAGHER & CO. Since 2026-05-10 04316JAF6 Debt
0.07%
$1.66 1,510,000
113 CPB THE CAMPBELL'S COMPANY Since 2026-05-10 134462AA8 Debt
0.05%
$1.39 1,395,000
114 AMZN AMAZON.COM, INC. Since 2026-05-10 023135CV6 Debt
0.07%
$1.68 1,694,000
115 GIB CGI INC. Since 2026-05-10 12532HAM6 Debt
0.05%
$1.29 1,275,000
116 ORCL ORACLE CORPORATION Since 2026-05-10 68389XBW4 Debt
0.01%
$0.37 495,000
117 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HDP7 Debt
0.04%
$0.92 918,000
118 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38141GB29 Debt
0.06%
$1.65 1,610,000
119 SYF SYNCHRONY FINANCIAL Since 2026-05-10 87165BAW3 Debt
0.01%
$0.37 360,000
120 APA APA CORPORATION Since 2026-05-10 03743QAT5 Debt
0.03%
$0.87 860,000
121 SYF SYNCHRONY FINANCIAL Since 2026-05-10 87165BAV5 Debt
0.02%
$0.56 540,000
122 STWD STARWOOD PROPERTY TRUST, INC. Since 2026-05-10 85571BBB0 Debt
0.03%
$0.79 750,000
123 GPN GLOBAL PAYMENTS INC. Since 2026-05-10 37940XAW2 Debt
0.06%
$1.57 1,567,000
124 IT GARTNER, INC. Since 2026-05-10 366651AK3 Debt
0.06%
$1.55 1,553,000
125 COF CAPITAL ONE FINANCIAL CORPORATION Since 2026-05-10 14040HDC6 Debt
0.03%
$0.87 775,000
126 HP HELMERICH & PAYNE, INC. Since 2026-05-10 423452AN1 Debt
0.02%
$0.62 620,000
127 OBDC BLUE OWL CAPITAL CORPORATION Since 2026-05-10 69121KAG9 Debt
0.04%
$1.13 1,190,000
128 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAU8 Debt
0.10%
$2.54 2,500,000
129 PEP Pepsico, Inc. Since 2026-05-10 713448FM5 Debt
0.12%
$2.94 3,000,000
130 STWD STARWOOD PROPERTY TRUST, INC. Since 2026-05-10 85571BBE4 Debt
0.01%
$0.27 263,000
131 CRC CALIFORNIA RESOURCES CORPORATION Since 2026-05-10 13057QAK3 Debt
0.03%
$0.89 845,000
132 C CITIGROUP INC. Since 2026-05-10 172967EW7 Debt
0.04%
$1.00 785,000
133 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VHJ6 Debt
0.05%
$1.19 1,210,000
134 HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. Since 2026-05-10 40408AAB7 Debt
0.10%
$2.52 2,400,000
135 APO APOLLO GLOBAL MANAGEMENT, INC. Since 2026-05-10 03769MAE6 Debt
0.02%
$0.41 410,000
136 SPNT SIRIUSPOINT LTD. Since 2026-05-10 82969BAA0 Debt
0.02%
$0.60 569,000
137 KD KYNDRYL HOLDINGS, INC. Since 2026-05-10 50155QAL4 Debt
0.06%
$1.57 1,725,000
138 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VCQ5 Debt
0.12%
$3.01 3,130,000
139 PTEN PATTERSON-UTI ENERGY, INC. Since 2026-05-10 703481AD3 Debt
0.06%
$1.64 1,525,000
140 CCL Carnival Corporation Since 2026-05-10 143658BY7 Debt
0.08%
$2.01 1,955,000
141 VZ VERIZON COMMUNICATIONS INC. Since 2026-05-10 92343VGP3 Debt
0.10%
$2.60 3,500,000
142 CRBG COREBRIDGE FINANCIAL, INC. Since 2026-05-10 21871XAT6 Debt
0.08%
$2.09 2,045,000
143 BK The Bank of New York Mellon Corporation Since 2026-05-10 06406RCB1 Debt
0.04%
$0.99 960,000
144 UBS UBS Group AG Since 2026-05-10 902613BT4 Debt
0.07%
$1.89 1,892,000
145 AXP AMERICAN EXPRESS COMPANY Since 2026-05-10 025816EM7 Debt
0.03%
$0.67 685,000
146 AAPL APPLE INC. Since 2026-05-10 037833CX6 Debt
0.07%
$1.74 1,750,000
147 MRX MAREX GROUP PLC Since 2026-05-10 566539AB8 Debt
0.03%
$0.71 695,000
148 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAY0 Debt
0.02%
$0.60 590,000
149 JPM JPMORGAN CHASE & CO. Since 2026-05-10 46647PBL9 Debt
0.03%
$0.68 725,000
150 GOOG ALPHABET INC. Since 2026-05-10 02079KAD9 Debt
0.17%
$4.41 5,000,000
151 MA MASTERCARD INCORPORATED. Since 2026-05-10 57636QAS3 Debt
0.09%
$2.25 2,500,000
152 STT STATE STREET CORPORATION Since 2026-05-10 857492573 STIV
0.33%
$8.40 8,399,235