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Holdings (Monthly) Guide ↗

California Tax-Exempt Fund

· Northern Funds
Monthly Holdings $133M AUM 18 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
1 CITY OF REDDING CA 5.00% RNGPWR Jun 2026 1,250,000 NEW $1.4M 1.06% DBT
2 CALIFORNIA EDUCATIO 5.00% CASEDU Jun 2026 1,000,000 NEW $1.1M 0.89% DBT
3 LOS ANGELES DEPT. O 5.00% LOSUTL Jun 2026 1,000,000 NEW $1.1M 0.86% DBT
4 CALIFORNIA INFRA. & 5.00% CASDEV Jun 2026 1,000,000 NEW $1.0M 0.81% DBT
5 UNIVERSITY OF CALIF 5.00% UNVHGR Jun 2026 855,000 NEW $1.0M 0.78% DBT
6 LOS ANGELES CA MUNI 5.0% LOSGEN Jun 2026 775,000 NEW $872K 0.67% DBT
7 SOUTHERN CALIFORNIA 5.00% STNPWR Jun 2026 765,000 NEW $816K 0.63% DBT
8 CALIFORNIA MUNICIPA 5.25% CASFIN Jun 2026 750,000 NEW $809K 0.62% DBT
9 UNIVERSITY OF CALIF 5.25% UNVHGR Jun 2026 500,000 NEW $601K 0.46% DBT
10 BURBANK-GLENDALE-PA 5.25% BURAPT Jun 2026 550,000 NEW $597K 0.46% DBT
11 CITY OF IRVINE CA 5.00% IRVGEN Jun 2026 500,000 NEW $551K 0.43% DBT
12 CALIFORNIA HEALTH F 5.00% CASMED Jun 2026 500,000 NEW $523K 0.40% DBT
13 CALIFORNIA MUNICIPA 4.40% CASMFH Jun 2026 500,000 NEW $502K 0.39% DBT
14 CALIFORNIA MUNICIPAL VAR CASMFH Jun 2026 500,000 NEW $500K 0.39% DBT
15 NORTHERN CALIFORNIA 5.00% NORGEN Jun 2026 400,000 NEW $472K 0.36% DBT
16 IRVINE UNIFIED SCHO 5.00% IRVEDU Jun 2026 425,000 NEW $463K 0.36% DBT
17 LOS ANGELES COUNTY 5.00% LOSFAC Jun 2026 300,000 NEW $351K 0.27% DBT
18 PITTSBURG UNIFIED S 5.00% PITSCD Jun 2026 200,000 NEW $220K 0.17% DBT