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FundVantage Trust

CIK: 0001388485 Equity
Report date: 2026-03-25
AUM $372M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-25

Holdings

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

17 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 TTE TotalEnergies SE Since 2026-05-10 Equity (Common)
3.10%
$11.54 159,375
2 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
2.08%
$7.75 295,700
3 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
3.84%
$14.30 321,210
4 DOC Healthpeak Properties Inc Since 2026-05-10 42250P103 Equity (Common)
2.48%
$9.23 535,500
5 HMC Honda Motor Co Ltd Since 2026-05-10 438128308 Equity (Common)
1.24%
$4.61 151,830
6 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
3.49%
$12.98 122,205
7 CTRA Coterra Energy Inc Since 2026-05-10 127097103 Equity (Common)
2.17%
$8.08 280,150
8 ZBH Zimmer Biomet Holdings Inc Since 2026-05-10 98956P102 Equity (Common)
2.91%
$10.81 124,210
9 MDT Medtronic PLC Since 2026-05-10 Equity (Common)
2.70%
$10.06 97,725
10 PPG PPG Industries Inc Since 2026-05-10 693506107 Equity (Common)
2.68%
$9.97 86,215
11 DEO Diageo PLC Since 2026-05-10 25243Q205 Equity (Common)
2.48%
$9.22 99,386
12 NNN NNN REIT Inc Since 2026-05-10 637417106 Equity (Common)
1.20%
$4.48 107,425
13 GL Globe Life Inc Since 2026-05-10 37959E102 Equity (Common)
2.22%
$8.27 58,988
14 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
2.80%
$10.40 197,455
15 BAX Baxter International Inc Since 2026-05-10 071813109 Equity (Common)
2.13%
$7.94 395,825
16 KVUE Kenvue Inc Since 2026-05-10 49177J102 Equity (Common)
2.60%
$9.69 556,610
17 AGNC AGNC Investment Corp Since 2026-05-10 00123Q104 Equity (Common)
1.97%
$7.31 641,615