BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

California Tax-Exempt Fund

· Northern Funds
Monthly Holdings $133M AUM 14 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 18 New 2 Added 5 Reduced 14 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
BAY AREA TOLL AUTHORI VAR 072024YE6 2,500,000 SOLD $2.5M
CALIFORNIA ST FRN 13063BCD2 1,500,000 SOLD $1.5M
CITY OF SAN JOSE CA 5.00% 798135D63 1,310,000 SOLD $1.4M
UNIVERSITY OF CALIF 5.00% 91412HWX7 1,000,000 SOLD $1.2M
UNIVERSITY OF CALIF 5.00% 91412HPK3 1,000,000 SOLD $1.1M
STATE OF CALIFORNIA 5.00% 13063DU89 1,000,000 SOLD $1.1M
MODESTO HIGH SCHOOL 5.00% 607743LC3 1,000,000 SOLD $1.0M
SAN FRANCISCO CITY 5.00% 79766DMB2 1,000,000 SOLD $1.0M
BAY AREA TOLL AUTHORI VAR 072024YF3 1,000,000 SOLD $1.0M
STATE OF CALIFORNIA 5.00% 13063DWT1 730,000 SOLD $0.8M
MUNICIPAL IMPROVEME 5.00% 5445875Z7 750,000 SOLD $0.8M
SAN JOSE FINANCING 5.00% 79816NAW7 500,000 SOLD $0.5M
ONTARIO PUBLIC FINC 5.00% 68304RDW7 450,000 SOLD $0.5M
ALAMEDA UNIFIED SCH 5.00% 010824LH1 500,000 SOLD $0.5M