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High Income Opportunities Portfolio

CIK: 0000921370 Fixed Income
Report date: 2026-06-24
AUM $2.0B
Expense Ratio
Category Fixed Income
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-24

Holdings

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

77 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CLF CLEVELAND-CLIFFS INC Since 2026-07-07 185899AR2 Debt
0.25%
$4.93 4,880,000
2 VST Vistra Corp Since 2026-07-07 92840M102 Equity (Common)
0.19%
$3.71 23,528
3 QXO QXO INC Since 2026-07-07 Equity (Preferred)
0.42%
$8.13 847
4 POST POST HOLDINGS INC Since 2026-07-07 737446AU8 Debt
0.15%
$2.84 2,786,000
5 AXON AXON ENTERPRISE INC Since 2026-07-07 05464CAD3 Debt
0.06%
$1.25 1,215,000
6 CLF CLEVELAND-CLIFFS INC Since 2026-07-07 18589GAA3 Debt
0.12%
$2.37 2,345,000
7 VVV VALVOLINE INC Since 2026-07-07 92047WAG6 Debt
0.35%
$6.94 7,611,000
8 ABG ASBURY AUTOMOTIVE GROUP Since 2026-07-07 043436AX2 Debt
0.19%
$3.81 3,974,000
9 BHC Bausch Health Companies Inc Since 2026-07-07 LON
0.70%
$13.74 14,078,737
10 CZR Caesars Entertainment Inc Since 2026-07-07 12769G100 Equity (Common)
0.17%
$3.34 120,000
11 MBC MASTERBRAND INC Since 2026-07-07 57638PAA2 Debt
0.28%
$5.40 5,425,000
12 GPI GROUP 1 AUTOMOTIVE INC Since 2026-07-07 398905AQ2 Debt
0.07%
$1.30 1,275,000
13 NRG NRG ENERGY INC Since 2026-07-07 629377DD1 Debt
0.21%
$4.09 4,120,000
14 PEB PEBBLEBROOK HOTEL TRUST Since 2026-07-07 70509VAA8 Debt
0.11%
$2.24 2,275,000
15 NRG NRG ENERGY INC Since 2026-07-07 629377CU4 Debt
0.21%
$4.10 3,771,000
16 VSNT VERSANT MEDIA GROUP INC Since 2026-07-07 925283AA1 Debt
0.28%
$5.52 5,315,000
17 CMPR CIMPRESS PLC Since 2026-07-07 17186HAH5 Debt
0.09%
$1.75 1,725,000
18 CCK Crown Holdings Inc Since 2026-07-07 228368106 Equity (Common)
0.23%
$4.42 45,000
19 GTLS CHART INDUSTRIES INC Since 2026-07-07 16115QAG5 Debt
0.25%
$4.82 4,583,000
20 GPI GROUP 1 AUTOMOTIVE INC Since 2026-07-07 398905AN9 Debt
0.08%
$1.55 1,587,000
21 BLDR BUILDERS FIRSTSOURCE INC Since 2026-07-07 12008RAP2 Debt
0.24%
$4.74 5,100,000
22 CSTM CONSTELLIUM SE Since 2026-07-07 21039CAB0 Debt
0.24%
$4.69 4,864,000
23 EFXT ENERFLEX INC Since 2026-07-07 29281WAA6 Debt
0.21%
$4.14 4,020,000
24 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NBM1 Debt
0.33%
$6.52 6,533,000
25 NRG NRG ENERGY INC Since 2026-07-07 629377DC3 Debt
0.25%
$4.82 4,851,000
26 CARS CARS.COM INC Since 2026-07-07 14575EAA3 Debt
0.18%
$3.46 3,521,000
27 AXON AXON ENTERPRISE INC Since 2026-07-07 05464CAC5 Debt
0.08%
$1.64 1,600,000
28 ZTS ZOETIS INC Since 2026-07-07 98978VAY9 Debt
0.28%
$5.45 5,500,000
29 OPCH OPTION CARE HEALTH INC Since 2026-07-07 68404LAA0 Debt
0.25%
$4.87 5,025,000
30 BLD TOPBUILD CORP Since 2026-07-07 89055FAC7 Debt
0.15%
$2.92 2,923,000
31 KGS KODIAK GAS SERVICES LLC Since 2026-07-07 50012LAD6 Debt
0.15%
$2.98 2,912,000
32 YUM YUM! BRANDS INC Since 2026-07-07 988498AN1 Debt
0.21%
$4.02 4,317,000
33 LAD LITHIA MOTORS INC Since 2026-07-07 536797AF0 Debt
0.16%
$3.17 3,334,000
34 NRG NRG ENERGY INC Since 2026-07-07 629377CX8 Debt
0.12%
$2.36 2,335,000
35 ABG ASBURY AUTOMOTIVE GROUP Since 2026-07-07 043436AW4 Debt
0.04%
$0.87 889,000
36 SAH SONIC AUTOMOTIVE INC Since 2026-07-07 83545GBD3 Debt
0.10%
$2.04 2,081,000
37 KGS KODIAK GAS SERVICES LLC Since 2026-07-07 50012LAE4 Debt
0.06%
$1.27 1,220,000
38 BWXT BWX TECHNOLOGIES INC Since 2026-07-07 05605HAC4 Debt
0.07%
$1.31 1,341,000
39 SAH SONIC AUTOMOTIVE INC Since 2026-07-07 83545GBE1 Debt
0.13%
$2.63 2,734,000
40 PATK PATRICK INDUSTRIES INC Since 2026-07-07 703343AH6 Debt
0.15%
$2.93 2,905,000
41 BBWI BATH & BODY WORKS INC Since 2026-07-07 501797AL8 Debt
0.11%
$2.25 2,276,000
42 BLDR BUILDERS FIRSTSOURCE INC Since 2026-07-07 12008RAN7 Debt
0.14%
$2.79 2,850,000
43 HBM HUDBAY MINERALS INC Since 2026-07-07 443628AH5 Debt
0.11%
$2.20 2,194,000
44 GFL GFL Environmental Inc Since 2026-07-07 36168Q104 Equity (Common)
0.29%
$5.63 140,500
45 NRG NRG ENERGY INC Since 2026-07-07 629377DG4 Debt
0.30%
$5.81 5,825,000
46 VST VISTRA CORP Since 2026-07-07 92840VAF9 Debt
0.31%
$6.13 6,128,000
47 JHX James Hardie Industries PLC Since 2026-07-07 Equity (Common)
0.16%
$3.15 150,000
48 MOG.B MOOG INC Since 2026-07-07 615394AP8 Debt
0.13%
$2.50 2,495,000
49 XYZ BLOCK INC Since 2026-07-07 852234AU7 Debt
0.21%
$4.15 4,151,000
50 CACI CACI INTERNATIONAL INC Since 2026-07-07 127190AE6 Debt
0.16%
$3.22 3,145,000
51 NRG NRG ENERGY INC Since 2026-07-07 629377CS9 Debt
0.16%
$3.11 3,359,000
52 FTRE FORTREA HOLDINGS INC Since 2026-07-07 34965KAA5 Debt
0.22%
$4.38 4,501,000
53 CLF CLEVELAND-CLIFFS INC Since 2026-07-07 185899AS0 Debt
0.17%
$3.36 3,290,000
54 ZS ZSCALER INC. Since 2026-07-07 98980GAC6 Debt
0.24%
$4.79 5,270,000
55 MS Morgan Stanley & Co. LLC Since 2026-07-07 61747C707 STIV
3.80%
$74.46 74,457,830
56 GFL GFL ENVIRONMENTAL INC Since 2026-07-07 36168QAN4 Debt
0.46%
$9.02 9,118,000
57 F FORD MOTOR COMPANY Since 2026-07-07 345370CQ1 Debt
0.10%
$2.05 2,651,000
58 CLH CLEAN HARBORS INC Since 2026-07-07 184496AQ0 Debt
0.08%
$1.59 1,560,000
59 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAG9 Debt
0.19%
$3.80 3,625,000
60 LAD LITHIA MOTORS INC Since 2026-07-07 536797AG8 Debt
0.05%
$0.92 960,000
61 AMTM AMENTUM HOLDINGS INC Since 2026-07-07 02352BAA3 Debt
0.34%
$6.61 6,383,000
62 BRSL BRIGHTSTAR LOTTERY PLC Since 2026-07-07 460599AE3 Debt
0.13%
$2.53 2,540,000
63 NRG NRG ENERGY INC Since 2026-07-07 629377CW0 Debt
0.18%
$3.52 3,495,000
64 BBWI BATH & BODY WORKS INC Since 2026-07-07 501797AM6 Debt
0.04%
$0.71 734,000
65 BRBR BELLRING BRANDS INC Since 2026-07-07 07831CAA1 Debt
0.20%
$3.83 3,768,000
66 ABG ASBURY AUTOMOTIVE GROUP Since 2026-07-07 043436AV6 Debt
0.04%
$0.77 788,000
67 PATK PATRICK INDUSTRIES INC Since 2026-07-07 703343AD5 Debt
0.26%
$5.14 5,212,000
68 CLH CLEAN HARBORS INC Since 2026-07-07 184496AP2 Debt
0.06%
$1.18 1,187,000
69 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAK0 Debt
0.06%
$1.14 1,150,000
70 BWXT BWX TECHNOLOGIES INC Since 2026-07-07 05605HAB6 Debt
0.08%
$1.57 1,591,000
71 XYZ BLOCK INC Since 2026-07-07 852234AT0 Debt
0.19%
$3.71 3,700,000
72 CHTR Charter Communications Inc Since 2026-07-07 16119P108 Equity (Common)
0.07%
$1.32 8,000
73 HQY HEALTHEQUITY INC Since 2026-07-07 42226AAA5 Debt
0.28%
$5.55 5,710,000
74 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAH7 Debt
0.05%
$0.96 960,000
75 ACA ARCOSA INC Since 2026-07-07 039653AC4 Debt
0.19%
$3.82 3,675,000
76 PTON PELOTON INTERACTIVE INC Since 2026-07-07 70614EAG5 LON
0.28%
$5.45 5,407,680
77 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAF1 Debt
0.18%
$3.49 3,355,000
Frequently Asked Questions — High Income Opportunities Portfolio
What type of mutual fund is High Income Opportunities Portfolio?
High Income Opportunities Portfolio is a SEC-registered Fixed Income fund, with $2.0B in assets under management. Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities. As of its latest SEC N-PORT filing, High Income Opportunities Portfolio holds 77 portfolio positions, all detailed in the holdings table on this page.
What are High Income Opportunities Portfolio's assets under management (AUM)?
High Income Opportunities Portfolio has $2.0B 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 High Income Opportunities Portfolio's top holdings?
According to High Income Opportunities Portfolio's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include CLEVELAND-CLIFFS INC, Vistra Corp, QXO INC , among others. The complete list of all 77 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 High Income Opportunities Portfolio's expense ratio?
Expense ratio data for High Income Opportunities Portfolio 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 High Income Opportunities Portfolio's SEC filings?
High Income Opportunities Portfolio 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 0000921370. You can access all of High Income Opportunities Portfolio's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000921370). 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 High Income Opportunities Portfolio's holdings data on StockSifting?
Holdings data for High Income Opportunities Portfolio 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.