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TRI-CONTINENTAL Corp

CIK: 0000099614 TY Equity
Report date: 2026-05-28
AUM $1.9B
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-28

Holdings

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

106 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 T AT&T Inc Since 2026-07-07 00206R102 Equity (Common)
0.54%
$10.15 350,000
2 ASTS AST SPACEMOBILE INC Since 2026-07-07 00217DAE0 Debt
0.03%
$0.53 500,000
3 ASTS AST SPACEMOBILE INC Since 2026-07-07 00217DAG5 Debt
0.25%
$4.81 5,000,000
4 ABBV AbbVie Inc Since 2026-07-07 00287Y109 Equity (Common)
0.76%
$14.49 66,617
5 ABBV ABBVIE INC Since 2026-07-07 00287YEB1 Debt
0.28%
$5.30 5,400,000
6 ADBE Adobe Inc Since 2026-07-07 00724F101 Equity (Common)
0.64%
$12.07 49,662
7 GOOG Alphabet Inc Since 2026-07-07 02079K305 Equity (Common)
3.31%
$62.72 218,106
8 MO Altria Group Inc Since 2026-07-07 02209S103 Equity (Common)
0.99%
$18.75 284,207
9 AMZN Amazon.com Inc Since 2026-07-07 023135106 Equity (Common)
1.16%
$21.97 105,473
10 AMGN Amgen Inc Since 2026-07-07 031162100 Equity (Common)
0.62%
$11.82 33,588
11 AAPL Apple Inc Since 2026-07-07 037833100 Equity (Common)
3.02%
$57.27 225,673
12 ANET Arista Networks Inc Since 2026-07-07 040413205 Equity (Common)
0.75%
$14.11 114,930
13 ADSK Autodesk Inc Since 2026-07-07 052769106 Equity (Common)
0.07%
$1.28 5,336
14 ADP Automatic Data Processing Inc Since 2026-07-07 053015103 Equity (Common)
0.24%
$4.48 22,047
15 BBY Best Buy Co Inc Since 2026-07-07 086516101 Equity (Common)
0.28%
$5.30 82,500
16 BMRN BioMarin Pharmaceutical Inc Since 2026-07-07 09061G101 Equity (Common)
0.06%
$1.14 20,123
17 BXSL Blackstone Secured Lending Fund Since 2026-07-07 09261X102 Equity (Common)
0.28%
$5.33 225,000
18 BKSY BLACKSKY TECHNOLOGY INC Since 2026-07-07 09263BAA6 Debt
0.26%
$4.88 4,000,000
19 BLK Blackrock Inc Since 2026-07-07 09290D101 Equity (Common)
0.57%
$10.84 11,270
20 BKNG Booking Holdings Inc Since 2026-07-07 09857L108 Equity (Common)
0.76%
$14.37 3,412
21 BXP BXP Inc Since 2026-07-07 101121101 Equity (Common)
0.27%
$5.19 100,000
22 BR Broadridge Financial Solutions Inc Since 2026-07-07 11133T103 Equity (Common)
0.31%
$5.83 35,874
23 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
0.74%
$13.97 45,126
24 AVGO BROADCOM INC Since 2026-07-07 11135FCV1 Debt
0.26%
$4.96 6,200,000
25 CF CF Industries Holdings Inc Since 2026-07-07 125269100 Equity (Common)
0.87%
$16.49 127,019
26 CME CME Group Inc Since 2026-07-07 12572Q105 Equity (Common)
0.09%
$1.72 5,810
27 CRL Charles River Laboratories International Inc Since 2026-07-07 159864107 Equity (Common)
0.57%
$10.75 62,304
28 CSCO Cisco Systems Inc Since 2026-07-07 17275R102 Equity (Common)
1.02%
$19.35 249,408
29 C Citigroup Inc Since 2026-07-07 172967424 Equity (Common)
0.88%
$16.61 146,491
30 C CITIGROUP INC Since 2026-07-07 17327CAU7 Debt
0.26%
$4.89 5,000,000
31 CAG Conagra Brands Inc Since 2026-07-07 205887102 Equity (Common)
0.07%
$1.36 86,237
32 CRWV COREWEAVE INC Since 2026-07-07 21873SAB4 Debt
0.41%
$7.78 8,000,000
33 DRI Darden Restaurants Inc Since 2026-07-07 237194105 Equity (Common)
0.41%
$7.84 40,000
34 DAL Delta Air Lines Inc Since 2026-07-07 247361702 Equity (Common)
0.56%
$10.67 160,504
35 FANG Diamondback Energy Inc Since 2026-07-07 25278X109 Equity (Common)
0.29%
$5.44 27,500
36 EOG EOG Resources Inc Since 2026-07-07 26875P101 Equity (Common)
0.52%
$9.76 67,500
37 EIX Edison International Since 2026-07-07 281020107 Equity (Common)
0.29%
$5.55 75,877
38 EME EMCOR Group Inc Since 2026-07-07 29084Q100 Equity (Common)
0.09%
$1.68 2,270
39 EQIX Equinix Inc Since 2026-07-07 29444U700 Equity (Common)
0.54%
$10.29 10,492
40 EXPE Expedia Group Inc Since 2026-07-07 30212P303 Equity (Common)
0.31%
$5.85 25,341
41 META Meta Platforms Inc Since 2026-07-07 30303M102 Equity (Common)
1.63%
$30.93 54,061
42 FE FirstEnergy Corp Since 2026-07-07 337932107 Equity (Common)
0.27%
$5.19 102,500
43 FE FIRSTENERGY CORP Since 2026-07-07 337932AM9 Debt
0.53%
$10.02 15,000,000
44 HPQ HP Inc Since 2026-07-07 40434L105 Equity (Common)
0.30%
$5.76 300,000
45 HTGC HERCULES CAPITAL INC Since 2026-07-07 427096AL6 Debt
0.26%
$4.93 5,100,000
46 HST Host Hotels & Resorts Inc Since 2026-07-07 44107P104 Equity (Common)
0.08%
$1.57 81,755
47 JPM JPMorgan Chase & Co Since 2026-07-07 46625H100 Equity (Common)
0.40%
$7.65 26,000
48 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PCE4 Debt
0.25%
$4.75 7,000,000
49 JPM JPMORGAN CHASE & CO Since 2026-07-07 48128AAJ2 Debt
0.25%
$4.82 4,700,000
50 KKR KKR & CO INC Since 2026-07-07 48251W500 Equity (Preferred)
0.50%
$9.43 235,000
51 KVUE Kenvue Inc Since 2026-07-07 49177J102 Equity (Common)
0.26%
$4.91 285,000
52 KEYS Keysight Technologies Inc Since 2026-07-07 49338L103 Equity (Common)
0.77%
$14.58 51,640
53 LCII LCI INDUSTRIES Since 2026-07-07 501812AD3 Debt
0.24%
$4.46 3,700,000
54 M Macy's Inc Since 2026-07-07 55616P104 Equity (Common)
0.27%
$5.16 285,000
55 MARA MARA HOLDINGS INC Since 2026-07-07 565788AH9 Debt
0.34%
$6.42 7,000,000
56 MAT MATTEL INC Since 2026-07-07 577081AU6 Debt
0.07%
$1.39 1,430,000
57 MAT MATTEL INC Since 2026-07-07 577081AW2 Debt
0.04%
$0.68 745,000
58 MAT MATTEL INC Since 2026-07-07 577081BF8 Debt
0.15%
$2.90 3,000,000
59 MRK Merck & Co Inc Since 2026-07-07 58933Y105 Equity (Common)
0.54%
$10.22 85,000
60 MET MetLife Inc Since 2026-07-07 59156R108 Equity (Common)
0.42%
$7.96 112,500
61 MET METLIFE INC Since 2026-07-07 59156RCC0 Debt
0.26%
$4.86 5,500,000
62 MSTR STRATEGY INC Since 2026-07-07 594972AU5 Debt
0.28%
$5.24 6,000,000
63 MU Micron Technology Inc Since 2026-07-07 595112103 Equity (Common)
0.33%
$6.34 18,774
64 MDLZ Mondelez International Inc Since 2026-07-07 609207105 Equity (Common)
0.41%
$7.78 135,000
65 MS Morgan Stanley Since 2026-07-07 617446448 Equity (Common)
0.54%
$10.29 62,500
66 MS MORGAN STANLEY Since 2026-07-07 61747YGC3 Debt
0.27%
$5.18 5,200,000
67 NBR NABORS INDUSTRIES INC Since 2026-07-07 62957HAQ8 Debt
0.28%
$5.21 5,000,000
68 NWL Newell Brands Inc Since 2026-07-07 651229106 Equity (Common)
0.11%
$2.06 600,000
69 NWL NEWELL BRANDS INC Since 2026-07-07 651229AX4 Debt
0.16%
$2.95 3,200,000
70 NWL NEWELL BRANDS INC Since 2026-07-07 651229AY2 Debt
0.21%
$4.01 5,000,000
71 NEE NEXTERA ENERGY INC Since 2026-07-07 65339F663 Equity (Preferred)
0.42%
$7.90 140,000
72 NTR Nutrien Ltd Since 2026-07-07 67077M108 Equity (Common)
0.25%
$4.72 62,500
73 OSCR OSCAR HEALTH INC Since 2026-07-07 687793AD1 Debt
0.27%
$5.14 5,700,000
74 PPL PPL CORPORATION Since 2026-07-07 69351T866 Equity (Preferred)
0.15%
$2.81 55,000
75 PLTR Palantir Technologies Inc Since 2026-07-07 69608A108 Equity (Common)
0.65%
$12.26 83,815
76 PEP PepsiCo Inc Since 2026-07-07 713448108 Equity (Common)
0.53%
$10.09 65,000
77 PFE Pfizer Inc Since 2026-07-07 717081103 Equity (Common)
0.78%
$14.86 529,123
78 PM Philip Morris International Inc Since 2026-07-07 718172109 Equity (Common)
0.41%
$7.85 47,500
79 PLUG PLUG POWER INC Since 2026-07-07 72919PAG8 Debt
0.14%
$2.70 2,400,000
80 REGN Regeneron Pharmaceuticals Inc Since 2026-07-07 75886F107 Equity (Common)
0.13%
$2.56 3,309
81 ROK Rockwell Automation Inc Since 2026-07-07 773903109 Equity (Common)
0.10%
$1.94 5,395
82 ROST Ross Stores Inc Since 2026-07-07 778296103 Equity (Common)
0.51%
$9.60 44,319
83 SPGI S&P Global Inc Since 2026-07-07 78409V104 Equity (Common)
0.40%
$7.53 17,710
84 CRM Salesforce Inc Since 2026-07-07 79466L302 Equity (Common)
0.48%
$9.04 48,453
85 NOW ServiceNow Inc Since 2026-07-07 81762P102 Equity (Common)
0.09%
$1.66 15,835
86 QXO QXO INC Since 2026-07-07 82846H504 Equity (Preferred)
0.42%
$8.00 145,000
87 SWK Stanley Black & Decker Inc Since 2026-07-07 854502101 Equity (Common)
0.28%
$5.33 75,000
88 STWD Starwood Property Trust Inc Since 2026-07-07 85571B105 Equity (Common)
0.50%
$9.47 550,000
89 SMCI SUPER MICRO COMPUTER INC Since 2026-07-07 86800UAB0 Debt
0.26%
$4.94 6,200,000
90 SYF Synchrony Financial Since 2026-07-07 87165B103 Equity (Common)
0.65%
$12.40 182,262
91 TPR Tapestry Inc Since 2026-07-07 876030107 Equity (Common)
0.72%
$13.65 96,756
92 TER Teradyne Inc Since 2026-07-07 880770102 Equity (Common)
0.31%
$5.86 19,762
93 TSLA Tesla Inc Since 2026-07-07 88160R101 Equity (Common)
0.48%
$9.14 24,600
94 UBER Uber Technologies Inc Since 2026-07-07 90353T100 Equity (Common)
0.13%
$2.39 33,200
95 UNFI UNITED NATURAL FOODS INC Since 2026-07-07 911163AA1 Debt
0.29%
$5.53 5,530,000
96 UPS United Parcel Service Inc Since 2026-07-07 911312106 Equity (Common)
0.26%
$4.92 50,000
97 VZ Verizon Communications Inc Since 2026-07-07 92343V104 Equity (Common)
0.53%
$10.04 200,000
98 VSNT Versant Media Group Inc Since 2026-07-07 925283103 Equity (Common)
0.15%
$2.78 75,000
99 VTRS Viatris Inc Since 2026-07-07 92556V106 Equity (Common)
0.64%
$12.12 897,293
100 VICI VICI Properties Inc Since 2026-07-07 925652109 Equity (Common)
0.27%
$5.05 185,000
101 WEC WEC ENERGY GROUP INC Since 2026-07-07 92939UAR7 Debt
0.41%
$7.79 6,300,000
102 WT WISDOMTREE INC Since 2026-07-07 97717PAJ3 Debt
0.29%
$5.43 5,000,000
103 APTV Aptiv PLC Since 2026-07-07 Equity (Common)
0.31%
$5.89 84,825
104 MDT Medtronic PLC Since 2026-07-07 Equity (Common)
0.27%
$5.20 60,000
105 PNR Pentair PLC Since 2026-07-07 Equity (Common)
0.67%
$12.64 145,115
106 TEL TE Connectivity PLC Since 2026-07-07 Equity (Common)
0.19%
$3.67 17,539
Frequently Asked Questions — TRI-CONTINENTAL Corp
What type of mutual fund is TRI-CONTINENTAL Corp?
TRI-CONTINENTAL Corp is a SEC-registered Equity fund, with $1.9B 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, TRI-CONTINENTAL Corp holds 106 portfolio positions, all detailed in the holdings table on this page.
What are TRI-CONTINENTAL Corp's assets under management (AUM)?
TRI-CONTINENTAL Corp has $1.9B 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 TRI-CONTINENTAL Corp's top holdings?
According to TRI-CONTINENTAL Corp's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AT&T Inc, AST SPACEMOBILE INC, AST SPACEMOBILE INC , among others. The complete list of all 106 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 TRI-CONTINENTAL Corp's expense ratio?
Expense ratio data for TRI-CONTINENTAL Corp 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 TRI-CONTINENTAL Corp's SEC filings?
TRI-CONTINENTAL Corp 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 0000099614. You can access all of TRI-CONTINENTAL Corp's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000099614). 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 TRI-CONTINENTAL Corp's holdings data on StockSifting?
Holdings data for TRI-CONTINENTAL Corp 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.