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Frost Family of Funds

CIK: 0001762332 Equity
Report date: 2026-03-31
AUM $4.0B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

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

33 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 BA THE BOEING COMPANY Since 2026-05-10 097023CX1 Debt
0.77%
$30.51 31,000,000
2 AL AIR LEASE CORPORATION Since 2026-05-10 00913XBB8 ABS-APCP
0.06%
$2.50 2,500,000
3 USB U.S. BANCORP Since 2026-05-10 902973BC9 Debt
0.08%
$3.23 3,273,000
4 GPC GENUINE PARTS COMPANY Since 2026-05-10 37255GB98 ABS-APCP
0.06%
$2.50 2,500,000
5 CHH CHOICE HOTELS INTERNATIONAL, INC. Since 2026-05-10 169905AG1 Debt
0.07%
$2.87 3,000,000
6 JEF JEFFERIES FINANCIAL GROUP INC. Since 2026-05-10 47233WHA0 Debt
0.12%
$4.66 4,732,000
7 GPC GENUINE PARTS COMPANY Since 2026-05-10 37255GBJ6 ABS-APCP
0.05%
$2.00 2,000,000
8 C CITIGROUP INC. Since 2026-05-10 17327CAR4 Debt
0.13%
$5.29 5,000,000
9 RRX Regal Rexnord Corporation Since 2026-05-10 758750AN3 Debt
0.12%
$4.77 4,500,000
10 NWN NORTHWEST NATURAL HOLDING COMPANY Since 2026-05-10 66765NAA3 Debt
0.05%
$2.09 2,000,000
11 FG F&G ANNUITIES & LIFE, INC. Since 2026-05-10 30190AAC8 Debt
0.18%
$7.31 7,000,000
12 BXMT BLACKSTONE MORTGAGE TRUST Since 2026-05-10 12434LAA2 ABS-CBDO
0.01%
$0.36 364,024
13 KEY KEYCORP Since 2026-05-10 49326EEP4 Debt
0.14%
$5.42 5,000,000
14 ONB OLD NATIONAL BANCORP Since 2026-05-10 68003DAA3 Debt
0.05%
$2.01 2,000,000
15 ORCL ORACLE CORPORATION Since 2026-05-10 6840C3CG6 ABS-APCP
0.13%
$4.97 5,000,000
16 SRE SEMPRA Since 2026-05-10 816851AP4 Debt
0.16%
$6.21 6,000,000
17 BA THE BOEING COMPANY Since 2026-05-10 097023CV5 Debt
0.13%
$5.11 5,000,000
18 XRAY DENTSPLY SIRONA INC. Since 2026-05-10 24906PAB5 Debt
0.12%
$4.94 5,000,000
19 OVV OVINTIV INC. Since 2026-05-10 69047KBR5 ABS-APCP
0.05%
$1.99 2,000,000
20 BA THE BOEING COMPANY Since 2026-05-10 097023CN3 Debt
0.08%
$3.17 3,344,000
21 APA APA CORPORATION Since 2026-05-10 03743QBA5 Debt
0.01%
$0.25 250,000
22 APA APA CORPORATION Since 2026-05-10 03743QAY4 Debt
0.12%
$4.60 4,138,000
23 BA THE BOEING COMPANY Since 2026-05-10 097023BA2 Debt
0.40%
$15.85 15,355,000
24 KD KYNDRYL HOLDINGS, INC. Since 2026-05-10 50155QAM2 Debt
0.53%
$20.89 26,481,000
25 TVC TENNESSEE VALLEY AUTHORITY Since 2026-05-10 880591EY4 Debt
0.16%
$6.38 7,521,000
26 USB U.S. BANCORP Since 2026-05-10 91159HJN1 Debt
0.11%
$4.24 4,000,000
27 SON SONOCO PRODUCTS COMPANY. Since 2026-05-10 83549SAW2 ABS-APCP
0.35%
$14.00 14,000,000
28 ORCL ORACLE CORPORATION Since 2026-05-10 68389XDT9 Debt
0.22%
$8.73 10,016,000
29 GS THE GOLDMAN SACHS GROUP, INC. Since 2026-05-10 38144GAE1 Debt
0.12%
$4.97 5,000,000
30 CHH CHOICE HOTELS INTERNATIONAL, INC. Since 2026-05-10 169905AF3 Debt
0.20%
$7.81 8,000,000
31 BA THE BOEING COMPANY Since 2026-05-10 097023DU6 Debt
1.11%
$44.07 38,598,000
32 IT GARTNER, INC. Since 2026-05-10 366651AG2 Debt
0.07%
$2.90 3,000,000
33 WHR WHIRLPOOL CORPORATION Since 2026-05-10 96332VB23 ABS-APCP
0.10%
$4.00 4,000,000