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Modern Capital Funds Trust

CIK: 0001815608 Equity
Report date: 2026-02-27
AUM $76M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

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

5 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 VRTS Virtus Investment Partners Since 2026-05-10 92838X805 Equity (Common)
0.64%
$0.49 32,169
2 VRTS Virtus Investment Partners Since 2026-05-10 92829B101 Equity (Common)
2.39%
$1.82 231,646
3 VRTS Virtus Investment Partners Since 2026-05-10 86164T107 Equity (Common)
1.81%
$1.38 277,183
4 SEVN Seven Hills Realty Trust Since 2026-05-10 81784E101 Equity (Common)
3.46%
$2.63 295,629
5 ARCO Arcos Dorados Holdings, Inc. Since 2026-05-10 G0457F107 Equity (Common)
0.63%
$0.48 65,000