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GOLDMAN SACHS TRUST

CIK: 0000822977 Equity
Report date: 2026-06-24
AUM $2.7B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-24

Holdings

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

165 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 HON Honeywell International Inc Since 2026-07-07 438516106 Equity (Common)
0.52%
$14.21 66,310
2 AVGO BROADCOM INC Since 2026-07-07 11135FBQ3 Debt
0.10%
$2.67 3,184,000
3 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
0.00%
$0.05 1
4 CSCO Cisco Systems Inc Since 2026-07-07 17275R102 Equity (Common)
0.66%
$18.14 198,287
5 AVGO BROADCOM INC Since 2026-07-07 11135FCT6 Debt
0.07%
$1.79 1,984,000
6 LHX L3Harris Technologies Inc Since 2026-07-07 502431109 Equity (Common)
0.26%
$7.23 22,541
7 BMRN BIOMARIN PHARMACEUTICAL Since 2026-07-07 09061GAL5 Debt
0.02%
$0.54 545,000
8 STZ CONSTELLATION BRANDS INC Since 2026-07-07 21036PBH0 Debt
0.12%
$3.37 3,815,000
9 RY ROYAL BANK OF CANADA Since 2026-07-07 780082AR4 Debt
0.12%
$3.24 3,115,000
10 JPM JPMORGAN CHASE & CO Since 2026-07-07 48128BAQ4 Debt
0.14%
$3.73 3,592,000
11 MOH MOLINA HEALTHCARE INC Since 2026-07-07 60855RAM2 Debt
0.08%
$2.27 2,275,000
12 ARKO ARKO CORP Since 2026-07-07 041242AA6 Debt
0.05%
$1.43 1,590,000
13 PHIN PHINIA INC Since 2026-07-07 71880KAA9 Debt
0.21%
$5.87 5,729,000
14 AHCO ADAPTHEALTH LLC Since 2026-07-07 00653VAC5 Debt
0.02%
$0.62 645,000
15 TDW TIDEWATER INC Since 2026-07-07 88642RAE9 Debt
0.10%
$2.80 2,600,000
16 WFC WELLS FARGO & COMPANY Since 2026-07-07 95002YAE3 Debt
0.08%
$2.19 2,181,000
17 D Dominion Energy Inc Since 2026-07-07 25746U109 Equity (Common)
0.24%
$6.50 100,757
18 JNJ Johnson & Johnson Since 2026-07-07 478160104 Equity (Common)
0.96%
$26.30 114,433
19 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NCB4 Debt
0.08%
$2.17 2,172,000
20 C CITIGROUP INC Since 2026-07-07 172967PM7 Debt
0.08%
$2.19 2,110,000
21 C CITIGROUP INC Since 2026-07-07 172967MP3 Debt
0.03%
$0.86 865,000
22 DY DYCOM INDUSTRIES INC Since 2026-07-07 267475AD3 Debt
0.09%
$2.59 2,654,000
23 MOH MOLINA HEALTHCARE INC Since 2026-07-07 60855RAL4 Debt
0.06%
$1.63 1,818,000
24 AXTA AXALTA COATING SYSTEMS Since 2026-07-07 05453GAC9 Debt
0.10%
$2.81 2,950,000
25 NWL NEWELL BRANDS INC Since 2026-07-07 651229BE5 Debt
0.03%
$0.71 730,000
26 LVS LAS VEGAS SANDS CORP Since 2026-07-07 517834AN7 Debt
0.01%
$0.17 170,000
27 AVGO BROADCOM INC Since 2026-07-07 11135FBP5 Debt
0.06%
$1.52 1,781,000
28 AXON AXON ENTERPRISE INC Since 2026-07-07 05464CAD3 Debt
0.03%
$0.79 770,000
29 AHCO ADAPTHEALTH LLC Since 2026-07-07 00653VAE1 Debt
0.03%
$0.95 980,000
30 NEE NextEra Energy Inc Since 2026-07-07 65339F101 Equity (Common)
0.53%
$14.51 148,213
31 IHRT iHeartMedia Inc Since 2026-07-07 45174J509 Equity (Common)
0.07%
$1.91 319,140
32 ABBV AbbVie Inc Since 2026-07-07 00287Y109 Equity (Common)
0.40%
$10.87 51,457
33 FCX FREEPORT-MCMORAN INC Since 2026-07-07 35671DBJ3 Debt
0.07%
$1.95 1,920,000
34 UNFI UNITED NATURAL FOODS INC Since 2026-07-07 911163AA1 Debt
0.06%
$1.52 1,517,000
35 MET METLIFE INC Since 2026-07-07 59156RCQ9 Debt
0.11%
$3.11 3,045,000
36 TTE TotalEnergies SE Since 2026-07-07 Equity (Common)
0.28%
$7.79 84,057
37 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
0.00%
$0.05 1
38 VVV VALVOLINE INC Since 2026-07-07 92047WAG6 Debt
0.03%
$0.77 850,000
39 A Agilent Technologies Inc Since 2026-07-07 00846U101 Equity (Common)
0.28%
$7.54 65,243
40 C CITIGROUP INC Since 2026-07-07 172967KM2 Debt
0.07%
$1.81 1,815,000
41 ABG ASBURY AUTOMOTIVE GROUP Since 2026-07-07 043436AX2 Debt
0.03%
$0.74 774,000
42 KOS KOSMOS ENERGY LTD Since 2026-07-07 500688AJ5 Debt
0.02%
$0.44 470,000
43 C Citigroup Inc Since 2026-07-07 172967424 Equity (Common)
0.37%
$10.10 78,939
44 GEN GEN DIGITAL INC Since 2026-07-07 668771AM0 Debt
0.04%
$1.14 1,170,000
45 XEL Xcel Energy Inc Since 2026-07-07 98389B100 Equity (Common)
0.49%
$13.48 162,471
46 POST POST HOLDINGS INC Since 2026-07-07 737446AV6 Debt
0.13%
$3.61 3,611,000
47 GPI GROUP 1 AUTOMOTIVE INC Since 2026-07-07 398905AQ2 Debt
0.02%
$0.49 480,000
48 KGS KODIAK GAS SERVICES LLC Since 2026-07-07 50012LAF1 Debt
0.03%
$0.79 785,000
49 NRG NRG ENERGY INC Since 2026-07-07 629377DD1 Debt
0.04%
$1.22 1,223,000
50 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
-0.00%
$-0.04 1
51 XPO XPO INC Since 2026-07-07 983793AK6 Debt
0.05%
$1.37 1,315,000
52 AZN AstraZeneca PLC Since 2026-07-07 Equity (Common)
0.21%
$5.69 30,357
53 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
-0.00%
$-0.07 1
54 DELL Dell Technologies Inc Since 2026-07-07 24703L202 Equity (Common)
0.32%
$8.86 42,387
55 GOOG Alphabet Inc Since 2026-07-07 02079K305 Equity (Common)
1.24%
$34.00 88,369
56 DVA DAVITA INC Since 2026-07-07 23918KAT5 Debt
0.23%
$6.29 6,785,000
57 NWL NEWELL BRANDS INC Since 2026-07-07 651229BG0 Debt
0.03%
$0.90 860,000
58 PSX Phillips 66 Since 2026-07-07 718546104 Equity (Common)
0.33%
$8.94 49,904
59 V Visa Inc Since 2026-07-07 92826C839 Equity (Common)
0.22%
$5.95 18,047
60 STWD STARWOOD PROPERTY TRUST Since 2026-07-07 85571BBG9 Debt
0.09%
$2.33 2,330,000
61 CRWV COREWEAVE INC Since 2026-07-07 21873SAB4 Debt
0.23%
$6.41 6,333,000
62 EXPE EXPEDIA GROUP INC Since 2026-07-07 30212PAR6 Debt
0.11%
$3.12 3,285,000
63 GTN.A GRAY MEDIA INC Since 2026-07-07 389375AP1 Debt
0.03%
$0.77 758,000
64 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
0.01%
$0.17 1
65 CSTM CONSTELLIUM SE Since 2026-07-07 21039CAB0 Debt
0.09%
$2.49 2,585,000
66 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
0.00%
$0.05 1
67 ICE Intercontinental Exchange Inc Since 2026-07-07 45866F104 Equity (Common)
0.28%
$7.80 49,342
68 AMAT Applied Materials Inc Since 2026-07-07 038222105 Equity (Common)
0.64%
$17.42 44,149
69 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NBN9 Debt
0.21%
$5.83 6,075,000
70 TT Trane Technologies PLC Since 2026-07-07 Equity (Common)
0.44%
$12.12 24,596
71 AXON AXON ENTERPRISE INC Since 2026-07-07 05464CAC5 Debt
0.03%
$0.77 755,000
72 SRE Sempra Since 2026-07-07 816851109 Equity (Common)
0.28%
$7.72 81,146
73 MET METLIFE INC Since 2026-07-07 59156RCR7 Debt
0.08%
$2.12 2,146,000
74 CFG CITIZENS FINANCIAL GROUP Since 2026-07-07 174610BD6 Debt
0.07%
$1.98 2,000,000
75 LIN Linde PLC Since 2026-07-07 Equity (Common)
0.63%
$17.32 34,565
76 WMT Walmart Inc Since 2026-07-07 931142103 Equity (Common)
0.90%
$24.58 186,341
77 NRG NRG ENERGY INC Since 2026-07-07 629377CY6 Debt
0.18%
$4.94 4,943,000
78 MS MORGAN STANLEY Since 2026-07-07 61747YEL5 Debt
0.06%
$1.68 1,870,000
79 C CITIGROUP INC Since 2026-07-07 172967QJ3 Debt
0.03%
$0.82 810,000
80 KGS KODIAK GAS SERVICES LLC Since 2026-07-07 50012LAD6 Debt
0.05%
$1.42 1,390,000
81 AMCX AMC GLOBAL MEDIA INC Since 2026-07-07 00164VAK9 Debt
0.04%
$1.08 1,043,000
82 Q QNITY ELECTRONICS INC Since 2026-07-07 74743LAB6 Debt
0.02%
$0.54 525,000
83 C CITIGROUP INC Since 2026-07-07 17327CBC6 Debt
0.07%
$2.03 2,000,000
84 POST POST HOLDINGS INC Since 2026-07-07 737446AQ7 Debt
0.20%
$5.56 5,739,000
85 NRG NRG ENERGY INC Since 2026-07-07 629377CE0 Debt
0.00%
$0.11 110,000
86 PRU PRUDENTIAL FINANCIAL INC Since 2026-07-07 744320BK7 Debt
0.09%
$2.42 2,400,000
87 ABG ASBURY AUTOMOTIVE GROUP Since 2026-07-07 043436AW4 Debt
0.05%
$1.36 1,402,000
88 KBH KB HOME Since 2026-07-07 48666KBA6 Debt
0.06%
$1.77 1,730,000
89 KGS KODIAK GAS SERVICES LLC Since 2026-07-07 50012LAE4 Debt
0.03%
$0.95 915,000
90 RSG Republic Services Inc Since 2026-07-07 760759100 Equity (Common)
0.28%
$7.66 36,596
91 C CITIGROUP INC Since 2026-07-07 172967PC9 Debt
0.11%
$2.96 2,880,000
92 T AT&T Inc Since 2026-07-07 00206R102 Equity (Common)
0.35%
$9.52 364,498
93 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
0.33%
$9.03 21,633
94 ACM AECOM Since 2026-07-07 00766TAE0 Debt
0.12%
$3.40 3,369,000
95 WFC WELLS FARGO & COMPANY Since 2026-07-07 95002YAA1 Debt
0.04%
$1.01 960,000
96 ABT Abbott Laboratories Since 2026-07-07 002824100 Equity (Common)
0.31%
$8.53 93,926
97 BLDR BUILDERS FIRSTSOURCE INC Since 2026-07-07 12008RAN7 Debt
0.06%
$1.69 1,725,000
98 PENN PENN ENTERTAINMENT INC Since 2026-07-07 707569AV1 Debt
0.10%
$2.80 2,942,000
99 ACA ARCOSA INC Since 2026-07-07 039653AA8 Debt
0.04%
$1.14 1,171,000
100 T AT&T INC Since 2026-07-07 00206RKH4 Debt
0.11%
$2.91 3,335,000
101 RCL ROYAL CARIBBEAN CRUISES Since 2026-07-07 780153BW1 Debt
0.09%
$2.46 2,425,000
102 GFL GFL ENVIRONMENTAL INC Since 2026-07-07 36168QAL8 Debt
0.24%
$6.54 6,695,000
103 FCX Freeport-McMoRan Inc Since 2026-07-07 35671D857 Equity (Common)
0.19%
$5.20 89,928
104 RCL ROYAL CARIBBEAN CRUISES Since 2026-07-07 780153BU5 Debt
0.15%
$4.21 4,121,000
105 AN AUTONATION INC Since 2026-07-07 05329WAQ5 Debt
0.03%
$0.92 921,000
106 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PBP0 Debt
0.09%
$2.38 2,556,000
107 WFC WELLS FARGO & COMPANY Since 2026-07-07 95002YAC7 Debt
0.08%
$2.27 2,185,000
108 KBR KBR INC Since 2026-07-07 48242WAC0 Debt
0.04%
$1.10 1,116,000
109 MET MetLife Inc Since 2026-07-07 59156R108 Equity (Common)
0.30%
$8.28 103,359
110 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
-0.00%
$-0.01 1
111 PBI Pitney Bowes Inc Since 2026-07-07 72448FAW5 LON
0.12%
$3.31 3,315,881
112 CACI CACI INTERNATIONAL INC Since 2026-07-07 127190AE6 Debt
0.06%
$1.64 1,605,000
113 MS Morgan Stanley & Co. LLC Since 2026-07-07 DFE
-0.00%
1
114 UBS UBS GROUP AG Since 2026-07-07 225401BJ6 Debt
0.12%
$3.17 3,105,000
115 KKR KKR & Co Inc Since 2026-07-07 48251W104 Equity (Common)
0.29%
$8.04 77,059
116 NRG NRG ENERGY INC Since 2026-07-07 629377DF6 Debt
0.04%
$1.01 1,015,000
117 NWL NEWELL BRANDS INC Since 2026-07-07 651229AY2 Debt
0.04%
$1.14 1,325,000
118 C CITIGROUP INC Since 2026-07-07 172967PE5 Debt
0.08%
$2.14 2,062,000
119 QRVO QORVO INC Since 2026-07-07 74736KAH4 Debt
0.03%
$0.71 720,000
120 BX Blackstone Inc Since 2026-07-07 09260D107 Equity (Common)
0.31%
$8.38 66,729
121 CAH Cardinal Health Inc Since 2026-07-07 14149Y108 Equity (Common)
0.27%
$7.31 37,921
122 TNL TRAVEL + LEISURE CO Since 2026-07-07 98310WAS7 Debt
0.02%
$0.57 573,000
123 SNEX STONEX GROUP INC Since 2026-07-07 861896AA6 Debt
0.07%
$1.80 1,715,000
124 SNAP SNAP INC Since 2026-07-07 83304AAL0 Debt
0.05%
$1.48 1,515,000
125 KDP KEURIG DR PEPPER INC Since 2026-07-07 49271VAK6 Debt
0.01%
$0.21 298,000
126 YUM YUM! BRANDS INC Since 2026-07-07 988498AL5 Debt
0.11%
$2.91 2,939,000
127 DTM DT MIDSTREAM INC Since 2026-07-07 23345MAB3 Debt
0.14%
$3.83 3,960,000
128 NRG NRG ENERGY INC Since 2026-07-07 629377CQ3 Debt
0.01%
$0.41 428,000
129 PHM PULTEGROUP INC Since 2026-07-07 745867AM3 Debt
0.12%
$3.31 2,880,000
130 MS Morgan Stanley Since 2026-07-07 61761J406 Equity (Preferred)
0.17%
$4.61 183,597
131 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
-0.00%
$-0.11 1
132 ASH ASHLAND INC Since 2026-07-07 04433LAA0 Debt
0.10%
$2.77 3,095,000
133 MS Morgan Stanley Since 2026-07-07 617446448 Equity (Common)
0.46%
$12.68 66,523
134 CAT Caterpillar Inc Since 2026-07-07 149123101 Equity (Common)
0.99%
$27.15 30,504
135 MS Morgan Stanley & Co. LLC Since 2026-07-07 DFE
0.00%
$0.00 1
136 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
0.00%
$0.04 1
137 ANGI Angi Inc Since 2026-07-07 00183L201 Equity (Common)
0.02%
$0.62 83,984
138 KEY KEYCORP Since 2026-07-07 493267AK4 Debt
0.07%
$1.98 2,000,000
139 SNAP SNAP INC Since 2026-07-07 83304AAM8 Debt
0.14%
$3.78 3,902,000
140 PAG PENSKE AUTOMOTIVE GROUP Since 2026-07-07 70959WAK9 Debt
0.07%
$2.00 2,089,000
141 JPM JPMORGAN CHASE & CO Since 2026-07-07 48128AAJ2 Debt
0.09%
$2.50 2,435,000
142 MOH MOLINA HEALTHCARE INC Since 2026-07-07 60855RAN0 Debt
0.08%
$2.19 2,150,000
143 C CITIGROUP INC Since 2026-07-07 17327CAQ6 Debt
0.11%
$2.89 3,190,000
144 DLR Digital Realty Trust Inc Since 2026-07-07 253868103 Equity (Common)
0.23%
$6.37 31,696
145 NWL NEWELL BRANDS INC Since 2026-07-07 651229BF2 Debt
0.02%
$0.47 475,000
146 BWXT BWX TECHNOLOGIES INC Since 2026-07-07 05605HAB6 Debt
0.04%
$0.97 983,000
147 TMUS T-Mobile US Inc Since 2026-07-07 872590104 Equity (Common)
0.22%
$5.98 30,594
148 MTN VAIL RESORTS INC Since 2026-07-07 91879QAQ2 Debt
0.05%
$1.42 1,420,000
149 UAL UNITED AIRLINES HOLDINGS Since 2026-07-07 910047AL3 Debt
0.06%
$1.57 1,596,000
150 HQY HEALTHEQUITY INC Since 2026-07-07 42226AAA5 Debt
0.04%
$0.98 1,013,000
151 CCEP Coca-Cola Europacific Partners PLC Since 2026-07-07 Equity (Common)
0.36%
$9.76 103,200
152 MRK Merck & Co Inc Since 2026-07-07 58933Y105 Equity (Common)
0.57%
$15.62 143,067
153 MS MORGAN STANLEY & CO. LLC Since 2026-07-07 DFE
0.00%
$0.01 1
154 DOC Healthpeak Properties Inc Since 2026-07-07 42250P103 Equity (Common)
0.15%
$4.10 253,738
155 Q QNITY ELECTRONICS INC Since 2026-07-07 74743LAA8 Debt
0.04%
$1.08 1,065,000
156 ACA ARCOSA INC Since 2026-07-07 039653AC4 Debt
0.02%
$0.61 590,000
157 JPM JPMorgan Chase & Co Since 2026-07-07 46625H100 Equity (Common)
1.38%
$37.75 120,511
158 KOS KOSMOS ENERGY LTD Since 2026-07-07 Debt
0.01%
$0.20 210,000
159 STWD STARWOOD PROPERTY TRUST Since 2026-07-07 85571BBD6 Debt
0.08%
$2.09 2,040,000
160 PHIN PHINIA INC Since 2026-07-07 71880KAB7 Debt
0.02%
$0.42 411,000
161 TTMI TTM TECHNOLOGIES INC Since 2026-07-07 87305RAK5 Debt
0.03%
$0.74 769,000
162 ALLY ALLY FINANCIAL INC Since 2026-07-07 36186CBY8 Debt
0.16%
$4.29 3,840,000
163 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAF1 Debt
0.06%
$1.63 1,570,000
164 GTLS CHART INDUSTRIES INC Since 2026-07-07 16115QAF7 Debt
0.06%
$1.73 1,665,000
165 COP ConocoPhillips Since 2026-07-07 20825C104 Equity (Common)
0.46%
$12.65 100,603
Frequently Asked Questions — GOLDMAN SACHS TRUST
What type of mutual fund is GOLDMAN SACHS TRUST?
GOLDMAN SACHS TRUST is a SEC-registered Equity fund, with $2.7B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, GOLDMAN SACHS TRUST holds 165 portfolio positions, all detailed in the holdings table on this page.
What are GOLDMAN SACHS TRUST's assets under management (AUM)?
GOLDMAN SACHS TRUST has $2.7B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are GOLDMAN SACHS TRUST's top holdings?
According to GOLDMAN SACHS TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Honeywell International Inc, BROADCOM INC, MORGAN STANLEY & CO. LLC , among others. The complete list of all 165 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is GOLDMAN SACHS TRUST's expense ratio?
Expense ratio data for GOLDMAN SACHS TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find GOLDMAN SACHS TRUST's SEC filings?
GOLDMAN SACHS TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000822977. You can access all of GOLDMAN SACHS TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000822977). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is GOLDMAN SACHS TRUST's holdings data on StockSifting?
Holdings data for GOLDMAN SACHS TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.