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

Penn Series Quality Bond Fund

· Penn Series Funds Inc
Monthly Holdings $333M AUM 124 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 United States Treasury Bonds 912810SD1 Mar 2026 12,200,000 $9.0M 2.70% DBT
2 Federal Home Loan Mortgage Corp. 3132DWDJ9 Mar 2026 8,911,940 $7.5M 2.26% ABS-MBS
3 FEDERAL NATIONAL MORTGAGE ASSOCIATION 31418ECA6 Mar 2026 8,539,082 $7.5M 2.26% ABS-MBS
4 Federal Home Loan Mortgage Corp. 3137H7S53 Mar 2026 8,018,162 $7.3M 2.19% ABS-O
5 SEQUOIA MORTGAGE TRUST 81745RAB6 Mar 2026 7,097,350 $6.3M 1.89% ABS-O
6 FREDDIE MAC STRUCTURED PASS THROUGH CERTIFICATES 30298FAJ3 Mar 2026 6,000,000 $6.0M 1.80% ABS-O
7 Federal Home Loan Mortgage Corp. 3132DWER0 Mar 2026 5,872,745 $5.6M 1.67% ABS-MBS
8 United States Treasury Notes 91282CPM7 Mar 2026 5,640,000 $5.5M 1.66% DBT
9 Fremf 2019-K102 Mortgage Trust 30312WAE9 Mar 2026 5,320,000 $5.1M 1.53% ABS-O
10 BENCHMARK 2019-B9 MORTGAGE TRUST 08160JAE7 Mar 2026 5,000,000 $4.9M 1.47% ABS-O
11 Government National Mortgage Association 38380VVW8 Mar 2026 5,125,000 $4.7M 1.41% ABS-O
12 GS MORTGAGE-BACKED SECURITIES TRUST 2020-PJ1 36258FAR0 Mar 2026 4,781,878 $4.3M 1.28% ABS-O
13 Cim Trust 2019-Inv2 12554TBA8 Mar 2026 4,205,881 $4.1M 1.23% ABS-O
14 JP MORGAN MORTGAGE TRUST 2021-7 46592NBP0 Mar 2026 4,862,648 $4.0M 1.21% ABS-O
15 FIRST EAGLE BSL CLO 2019-1 LTD 32010FAA5 Mar 2026 4,000,000 $4.0M 1.21% ABS-CBDO
16 United States Treasury Bonds 912810RK6 Mar 2026 5,500,000 $3.9M 1.16% DBT
17 State Street Corp. 857477AX1 Mar 2026 3,830,000 $3.8M 1.14% DBT
18 Federal National Mortgage Association 3140XQE45 Mar 2026 4,277,067 $3.7M 1.12% ABS-MBS
19 JP MORGAN MORTGAGE TRUST 2020-INV1 46591VBR9 Mar 2026 4,306,571 $3.6M 1.09% ABS-O
20 Federal National Mortgage Association 3140JBTJ5 Mar 2026 3,808,768 $3.5M 1.07% ABS-MBS
21 JP MORGAN MORTGAGE TRUST 2021-1 46592EAC0 Mar 2026 4,172,885 $3.5M 1.04% ABS-O
22 Allfirst Preferred Capital Trust 01852FAC7 Mar 2026 3,500,000 $3.4M 1.04% DBT
23 FREMF 2018-KF85 MORTGAGE TRUST 30308KAC5 Mar 2026 3,500,000 $3.4M 1.03% ABS-O
24 Federal Home Loan Mortgage Corp. 3133KY4H9 Mar 2026 3,408,988 $3.4M 1.02% ABS-MBS
25 JP MORGAN MORTGAGE TRUST 2020-4 46652FBM1 Mar 2026 3,869,184 $3.4M 1.01% ABS-O
26 Federal National Mortgage Association 31418FE37 Mar 2026 3,306,725 $3.3M 1.00% ABS-MBS
27 FEDERAL NATIONAL MORTGAGE ASSOCIATION 31418ET75 Mar 2026 3,151,633 $3.2M 0.97% ABS-MBS
28 FEDERAL NATIONAL MORTGAGE ASSOCIATION 3136B5D36 Mar 2026 3,670,617 $3.2M 0.97% ABS-O
29 WELLS FARGO MORTGAGE BACKED SECURITIES 2006-AR2 TRUST 95002TAA2 Mar 2026 3,664,433 $3.2M 0.96% ABS-O
30 JPMorgan Chase & Co. 161480AB4 Mar 2026 3,200,000 $3.2M 0.95% DBT
31 NELNET STUDENT LOAN TRUST 2021-C 64035GAC3 Mar 2026 3,500,000 $3.1M 0.93% ABS-O
32 FEDERAL NATIONAL MORTGAGE ASSOCIATION 31418D6B3 Mar 2026 3,833,690 $3.1M 0.93% ABS-MBS
33 Dominion Energy Inc 25746UDT3 Mar 2026 3,000,000 $3.1M 0.93% DBT
34 Airbnb Inc 009066AE1 Mar 2026 3,000,000 $3.0M 0.90% DBT
35 FLEXENTIAL ISSUER LLC 2021-1 33938MAK5 Mar 2026 3,000,000 $3.0M 0.90% ABS-O
36 Northern States Power Company 665772CQ0 Mar 2026 4,000,000 $3.0M 0.89% DBT
37 Amgen Inc. 031162DS6 Mar 2026 3,000,000 $3.0M 0.89% DBT
38 New York Life Global Funding 64952WEZ2 Mar 2026 3,000,000 $3.0M 0.89% DBT
39 FREMF 2017-K70 MORTGAGE TRUST 35708VAU6 Mar 2026 3,000,000 $2.9M 0.89% ABS-O
40 FREMF 2012-KF01 MORTGAGE TRUST 30297LAG7 Mar 2026 3,000,000 $2.9M 0.89% ABS-O
41 ANGLO AMERICAN PLC 034863BJ8 Mar 2026 3,000,000 $2.9M 0.88% DBT
42 JP MORGAN SEASONED MORTGAGE TRUST 2024-1 61777HAE5 Mar 2026 3,056,037 $2.9M 0.88% ABS-O
43 Taco Bell Funding Llc 87342RAL8 Mar 2026 3,000,000 $2.9M 0.88% ABS-O
44 Credit Suisse Commercial Mortgage Trust 12646WAH7 Mar 2026 3,167,359 $2.9M 0.87% ABS-O
45 JP MORGAN MORTGAGE TRUST 2020-INV1 46591VAC3 Mar 2026 3,197,907 $2.9M 0.87% ABS-O
46 Federal Home Loan Mortgage Corp. 3137H07B8 Mar 2026 3,949,000 $2.9M 0.86% ABS-O
47 Navient Private Education Refi Loan Trust 2019-E 63941MAD3 Mar 2026 3,000,000 $2.8M 0.86% ABS-O
48 The J M Smucker Company 832696AM0 Mar 2026 3,000,000 $2.8M 0.83% DBT
49 UNIVERSITY VA 915217SB0 Mar 2026 2,800,000 $2.7M 0.82% DBT
50 WELLS FARGO COMMERCIAL MORTGAGE TRUST 2019-C51 95001VAT7 Mar 2026 2,828,772 $2.7M 0.81% ABS-O
51 Church & Dwight Co Inc. 17136MAA0 Mar 2026 3,000,000 $2.7M 0.80% DBT
52 Federal Home Loan Mortgage Corp. 3132DWH22 Mar 2026 2,612,200 $2.6M 0.79% ABS-MBS
53 BANK5 2024-5YR5 065931BS5 Mar 2026 2,550,000 $2.6M 0.78% ABS-O
54 JP MORGAN MORTGAGE TRUST 2021-1 46592EBM7 Mar 2026 3,119,914 $2.6M 0.77% ABS-O
55 Repsol E&p Capital Markets US LLC 76026AAC1 Mar 2026 2,500,000 $2.5M 0.77% DBT
56 Federal National Mortgage Association 3140L8JK7 Mar 2026 3,198,299 $2.5M 0.74% ABS-MBS
57 MFA 2020-NQM1 TRUST 552754AE3 Mar 2026 2,500,000 $2.5M 0.74% ABS-O
58 Government National Mortgage Association 38379LN36 Mar 2026 2,730,568 $2.4M 0.74% ABS-O
59 United States Treasury Bonds 912810QV3 Mar 2026 3,166,724 $2.4M 0.73% DBT
60 FREMF 2019-K95 MORTGAGE TRUST 30311MAS1 Mar 2026 2,500,000 $2.4M 0.73% ABS-O
61 Pacific Gas and Electric Company 694308LA3 Mar 2026 2,500,000 $2.4M 0.73% DBT
62 Aker BP ASA 00973RAQ6 Mar 2026 2,500,000 $2.4M 0.73% DBT
63 Fedex Freight Holding Co. Inc. 314352AG0 Mar 2026 2,500,000 $2.4M 0.73% DBT
64 United States Treasury Bonds 912810UH9 Mar 2026 2,576,875 $2.4M 0.72% DBT
65 Meta Platforms Inc 30303M8X3 Mar 2026 2,500,000 $2.4M 0.71% DBT
66 United States Treasury Notes 91282CEP2 Mar 2026 2,500,000 $2.3M 0.70% DBT
67 Government National Mortgage Association 3622ACCU2 Mar 2026 2,519,772 $2.3M 0.69% ABS-MBS
68 NELNET STUDENT LOAN TRUST 2004-4 64031QBL4 Mar 2026 2,284,939 $2.3M 0.68% ABS-O
69 Energy Transfer LP 29273VAN0 Mar 2026 2,185,000 $2.2M 0.66% DBT
70 U.S. Bancorp. 91159HJB7 Mar 2026 2,500,000 $2.2M 0.65% DBT
71 FREDDIE MAC SEASONED CREDIT RISK TRANSFER TRUST SERIES 2021-2 35563P2U2 Mar 2026 3,100,000 $2.2M 0.65% ABS-O
72 Kraft Heinz Foods Company 50077LAX4 Mar 2026 2,440,000 $2.2M 0.65% DBT
73 TOWD POINT MORTGAGE TRUST 2021-1 89179YAW3 Mar 2026 2,500,000 $2.1M 0.64% ABS-O
74 SLM Student Loan Trust 2014-2 78448GAC4 Mar 2026 2,167,508 $2.1M 0.64% ABS-O
75 Sequoia Mortgage Trust 2021-5 81748XAE4 Mar 2026 2,383,929 $2.1M 0.63% ABS-O
76 United States Treasury Notes 91282CML2 Mar 2026 2,061,260 $2.1M 0.63% DBT
77 SEQUOIA MORTGAGE TRUST 2020-4 81748RAV9 Mar 2026 2,434,622 $2.0M 0.61% ABS-O
78 The Sherwin-Williams Company 824348BT2 Mar 2026 2,000,000 $2.0M 0.61% DBT
79 Gallagher Aj &Co 04316JAM1 Mar 2026 2,000,000 $2.0M 0.60% DBT
80 ICG US CLO 2015-2R LTD 44933WAQ2 Mar 2026 2,000,000 $2.0M 0.60% ABS-CBDO
81 Ford Motor Credit Company LLC 345397G23 Mar 2026 2,000,000 $2.0M 0.60% DBT
82 Western Midstream Operating LP 958667AG2 Mar 2026 2,000,000 $2.0M 0.60% DBT
83 FREMF 2018-K83 MORTGAGE TRUST 302958AN3 Mar 2026 2,000,000 $2.0M 0.59% ABS-O
84 NXP B V / NXP Funding LLC & NXP USA Inc 62954HAX6 Mar 2026 2,000,000 $2.0M 0.59% DBT
85 DB Master Finance LLC 233046AW1 Mar 2026 1,995,000 $2.0M 0.59% ABS-O
86 NRG Energy, Inc. 629377DB5 Mar 2026 2,000,000 $2.0M 0.59% DBT
87 Mars Inc. 571676BC8 Mar 2026 2,000,000 $2.0M 0.59% DBT
88 Merck & Co., Inc 58933YAV7 Mar 2026 2,200,000 $1.9M 0.58% DBT
89 United States Treasury Bonds 912810TT5 Mar 2026 2,150,000 $1.9M 0.57% DBT
90 Ares Capital Corp. 04010LBB8 Mar 2026 2,000,000 $1.9M 0.57% DBT
91 FEDERAL NATIONAL MORTGAGE ASSOCIATION 31418D7E6 Mar 2026 2,316,829 $1.9M 0.56% ABS-MBS
92 T-Mobile USA, Inc. 87264ABL8 Mar 2026 2,500,000 $1.8M 0.55% DBT
93 CMS Energy Corporation 125896BV1 Mar 2026 2,000,000 $1.8M 0.55% DBT
94 Health Care Service Corp A Mutual Legal Reserve Co. 42218SAF5 Mar 2026 2,000,000 $1.8M 0.54% DBT
95 BNSF RAILWAY COMPANY 05581JAA2 Mar 2026 1,811,205 $1.8M 0.54% ABS-O
96 Keurig Dr Pepper Inc 49271VAN0 Mar 2026 2,000,000 $1.8M 0.53% DBT
97 Revvity Inc 714046AN9 Mar 2026 2,000,000 $1.7M 0.53% DBT
98 Agate Bay Mortgage Trust 2015-6 00842DAS2 Mar 2026 1,691,318 $1.6M 0.49% ABS-O
99 Constellation Brands, Inc. 21036PAT5 Mar 2026 2,000,000 $1.6M 0.49% DBT
100 Boeing Co. 097023CE3 Mar 2026 2,000,000 $1.6M 0.48% DBT
101 PNC Financial Services Group Inc. 693475BR5 Mar 2026 1,500,000 $1.5M 0.46% DBT
102 United States Treasury Bonds 912810SA7 Mar 2026 2,050,000 $1.5M 0.46% DBT
103 TRYSAIL CLO 2022-1 LTD 89856JAC0 Mar 2026 1,500,000 $1.5M 0.45% ABS-CBDO
104 FREMF 2019-K736 MORTGAGE TRUST 30298MAA7 Mar 2026 1,500,000 $1.5M 0.45% ABS-O
105 FREDDIE MAC MULTIFAMILY DIVISION 30300HAG1 Mar 2026 1,500,000 $1.5M 0.45% ABS-O
106 NEW HAMPSHIRE HIGHER ED LN CORP 644622AB8 Mar 2026 1,600,918 $1.5M 0.44% ABS-O
107 BANK 2021-BNK37 06540LBN6 Mar 2026 1,650,000 $1.4M 0.43% ABS-O
108 AUTONATION INC 05329WAR3 Mar 2026 1,500,000 $1.4M 0.42% DBT
109 United States Treasury Bonds 912810TH1 Mar 2026 1,700,000 $1.4M 0.42% DBT
110 ELLINGTON FINANCIAL MORTGAGE TRUST 2020-1 31574PAC9 Mar 2026 1,400,000 $1.4M 0.41% ABS-O
111 Winwater Mortgage Loan Trust 2016-1 97655JCD2 Mar 2026 1,375,191 $1.3M 0.39% ABS-O
112 SEQUOIA MORTGAGE TRUST 2017-5 81746DAA8 Mar 2026 1,413,706 $1.3M 0.39% ABS-O
113 United States Treasury Notes 91282CJY8 Mar 2026 1,269,732 $1.3M 0.38% DBT
114 NAVIENT PRIVATE EDUCATION REFI LOAN TRUST 2021-E 63942EAA6 Mar 2026 1,359,879 $1.2M 0.37% ABS-O
115 SMB Private Education Loan Trust 784456AE5 Mar 2026 1,186,061 $1.2M 0.35% ABS-O
116 NAVIENT PRIVATE EDUCATION LOAN TRUST 2023-B 63942TAA3 Mar 2026 1,090,673 $1.1M 0.34% ABS-O
117 United States Treasury Notes 91282CNS6 Mar 2026 1,114,234 $1.1M 0.33% DBT
118 Apex Credit Clo 2024-I Ltd. 03753AAE0 Mar 2026 1,000,000 $1.0M 0.30% ABS-CBDO
119 CIM TRUST 2020-INV1 12560AAN4 Mar 2026 1,113,356 $957K 0.29% ABS-O
120 United States Treasury Bonds 912810TY4 Mar 2026 1,059,780 $937K 0.28% DBT
121 BlackRock Liquidity Funds TFDXX Mar 2026 924,373 $924K 0.28% STIV
122 Hershey Co. (The) 427866BE7 Mar 2026 1,000,000 $900K 0.27% DBT
123 NAVIENT PRIVATE EDUCATION REFI LOAN TRUST 2019-F 63935CAC5 Mar 2026 855,000 $763K 0.23% ABS-O
124 Navient Private Education Refi Loan Trust 2018-E 63890BAB2 Mar 2026 47,856 $48K 0.01% ABS-O