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Holdings (Monthly) Guide ↗

Performance Trust Total Return Bond Fund

· Trust for Professional Managers
Monthly Holdings $10.6B AUM 118 positions Period Feb 2026 Filed Apr 16, 2026 EDGAR ↗ ← All Funds
All 147 New 118 Added 583 Reduced 117 Exited · Feb 2026 vs Nov 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 First American Government Obli FGXXX Nov 2025 196,500,229 +123,256,268 $196.5M +168.3% 1.87% STIV
2 STRIP PRINC 912803EF6 Nov 2025 150,000,000 +75,000,000 $65.2M +104.6% 0.62% DBT
3 CENTRL PUGET SOUND WA REGL TRA 15504RET2 Nov 2025 44,225,000 +6,035,000 $46.2M +15.8% 0.44% DBT
4 PENNSYLVANIA ST TURNPIKE COMMI 709223VZ1 Nov 2025 38,015,000 +25,000 $41.9M +1.2% 0.40% DBT
5 MASSACHUSETTS ST SCH BLDG AUTH 576000KV4 Nov 2025 37,465,000 +16,710,000 $39.8M +82.0% 0.38% DBT
6 INDIANA ST FIN AUTH REVENUE 455057SV2 Nov 2025 34,775,000 +15,000 $39.4M +0.4% 0.38% DBT
7 CLARK CNTY NV ARPT REVENUE 18085PMT8 Nov 2025 34,215,000 +500,000 $39.2M +2.5% 0.37% DBT
8 N TX TOLLWAY AUTH REVENUE 66285WFB7 Nov 2025 34,090,000 +200,000 $38.3M -0.1% 0.36% DBT
9 ALAMEDA CNTY CA JT PWRS AUTH L 010831BE4 Nov 2025 31,305,000 +195,000 $36.2M +1.1% 0.34% DBT
10 REGL TRANSPRTN DIST CO SALES T 759136QP2 Nov 2025 32,520,000 +1,045,000 $33.9M +4.2% 0.32% DBT
11 TACOMA WA WTR REVENUE 873547GW7 Nov 2025 30,000,000 +10,000,000 $32.1M +51.5% 0.31% DBT
12 TRIBOROUGH NY BRIDGE & TUNNEL 89602NUN2 Nov 2025 30,395,000 +740,000 $32.0M +3.0% 0.30% DBT
13 DETROIT MI CITY SCH DIST DETSCD Nov 2025 26,140,000 +95,000 $30.7M +0.4% 0.29% DBT
14 BOOZ ALLEN HAMILTON INC 09951LAD5 Nov 2025 27,000,000 +4,000,000 $27.4M +14.6% 0.26% DBT
15 DALLAS-FORT WORTH TX INTERNATI 2350366Z8 Nov 2025 29,090,000 +7,825,000 $24.7M +39.6% 0.24% DBT
16 MIAMI-DADE CNTY FL TRANSIT SAL 59334PDA2 Nov 2025 20,285,000 +1,620,000 $21.6M +9.3% 0.21% DBT
17 Government National Mortgage A 38380V5S6 Nov 2025 25,353,983 +189,208 $20.4M +2.4% 0.19% ABS-MBS
18 Neuberger Berman CLO Ltd 64134MAL0 Nov 2025 20,000,000 +10,000,000 $20.1M +100.5% 0.19% ABS-CBDO
19 AMERICAN MUNI PWR-OHIO INC OH 02765UCY8 Nov 2025 18,575,000 +530,000 $20.0M +3.1% 0.19% DBT
20 CASE WESTERN RESERVE UNI 14745XAA6 Nov 2025 21,180,000 +2,400,000 $20.0M +12.2% 0.19% DBT
21 Benefit Street Partners CLO Lt 08182NAL6 Nov 2025 19,750,000 +9,750,000 $19.8M +97.8% 0.19% ABS-CBDO
22 UNIV OF VIRGINIA VA UNIV REVEN 915217XA6 Nov 2025 32,930,000 +4,980,000 $19.6M +18.8% 0.19% DBT
23 LOS ANGELES CA CMNTY CLG DIST 54438CPA4 Nov 2025 16,755,000 +3,955,000 $19.3M +32.9% 0.18% DBT
24 LOS ANGELES CA DEPT OF ARPTS 544435Q52 Nov 2025 15,980,000 +135,000 $18.8M +1.2% 0.18% DBT
25 NEW HAMPSHIRE ST TURNPIKE SYS 644693KW2 Nov 2025 16,855,000 +110,000 $18.2M +1.0% 0.17% DBT
26 RIVERSIDE CNTY CA TRANSPRTN CO 769125DW2 Nov 2025 15,555,000 +50,000 $17.7M +0.6% 0.17% DBT
27 PFIZER INVESTMENT ENTER 716973AF9 Nov 2025 18,000,000 +13,000,000 $17.5M +259.6% 0.17% DBT
28 BAPTIST HLTH SO FLOR INC 066836AB3 Nov 2025 19,260,000 +4,500,000 $17.4M +32.9% 0.17% DBT
29 MASSACHUSETTS ST TRANSPRTN FUN 57604TAD8 Nov 2025 15,765,000 +10,000 $16.8M +0.4% 0.16% DBT
30 UNIVERSITY OF PENNSYLVAN 91481CAA8 Nov 2025 18,984,000 +2,560,000 $16.1M +15.4% 0.15% DBT
31 TRUSTMARK CORP 898402AB8 Nov 2025 15,750,000 +750,000 $16.0M +6.0% 0.15% DBT
32 LOS ANGELES CA CMNTY CLG DIST 54438CNZ1 Nov 2025 13,635,000 +15,000 $15.2M +1.2% 0.14% DBT
33 Bank5 06211EAU5 Nov 2025 14,105,000 +6,315,000 $15.0M +83.0% 0.14% ABS-MBS
34 UNIV SOUTHERN CALIFORNIA 914886AD8 Nov 2025 24,679,000 +5,000,000 $15.0M +27.5% 0.14% DBT
35 AMERICAN MUNI PWR-OHIO INC OH 02765UCR3 Nov 2025 13,770,000 +100,000 $14.5M +0.9% 0.14% DBT
36 NEW JERSEY ST TURNPIKE AUTH TU 646139X83 Nov 2025 11,904,000 +9,850,000 $14.2M +490.6% 0.14% DBT
37 MISSOURI JT MUNI ELEC UTILITY 606092ET7 Nov 2025 12,345,000 +500,000 $13.7M +4.8% 0.13% DBT
38 FIRST FINANCIAL BANCORP 320209AC3 Nov 2025 13,120,000 +970,000 $13.2M +7.6% 0.13% DBT
39 MET PIER & EXPOSITION AUTH IL 592248BC1 Nov 2025 29,555,000 +6,500,000 $12.9M +36.9% 0.12% DBT
40 INDEPENDENT BANK CORP 453836AJ7 Nov 2025 12,200,000 +700,000 $12.7M +5.8% 0.12% DBT
41 META PLATFORMS INC 30303M8Y1 Nov 2025 13,000,000 +3,000,000 $12.7M +27.2% 0.12% DBT
42 GODLEY TX INDEP SCH DIST 380334LJ9 Nov 2025 15,470,000 +10,000 $12.6M +2.2% 0.12% DBT
43 ASGN INCORPORATED 00191UAA0 Nov 2025 12,740,000 +5,090,000 $12.4M +64.8% 0.12% DBT
44 ALPHABET INC 02079KBB2 Nov 2025 12,000,000 +7,000,000 $12.0M +133.2% 0.11% DBT
45 DENVER CITY & CNTY CO ARPT REV 249182AQ9 Nov 2025 10,470,000 +160,000 $11.9M +2.0% 0.11% DBT
46 UNIV OF VIRGINIA VA UNIV REVEN 915217RY1 Nov 2025 10,558,000 +513,000 $11.8M +4.8% 0.11% DBT
47 UNIV OF WASHINGTON WA UNIV REV 91523NFP6 Nov 2025 10,675,000 +15,000 $11.8M +0.6% 0.11% DBT
48 Madison Park Funding Ltd 55822RAD2 Nov 2025 11,700,000 +4,700,000 $11.7M +67.6% 0.11% ABS-CBDO
49 NEW JERSEY ST TRANSPRTN TRUST 646136XQ9 Nov 2025 20,145,000 +10,000,000 $11.6M +109.7% 0.11% DBT
50 Invesco CLO LTD 46148JAC8 Nov 2025 11,625,000 +3,625,000 $11.6M +44.7% 0.11% ABS-CBDO
51 Fannie Mae 3136BGNY3 Nov 2025 17,688,367 +110,093 $11.6M +0.3% 0.11% ABS-MBS
52 CLAREMONT MCKENNA 18013RAB3 Nov 2025 16,311,000 +285,000 $11.0M +1.9% 0.10% DBT
53 Wells Fargo Commercial Mortgag WFCM Nov 2025 11,065,000 +2,118,000 $10.9M +24.5% 0.10% ABS-MBS
54 Freddie Mac 3137H6GA7 Nov 2025 15,414,996 +95,944 $10.8M +3.1% 0.10% ABS-MBS
55 HAMILTON CNTY OH HLTH CARE FAC HAMMED Nov 2025 11,975,000 +20,000 $10.3M +2.5% 0.10% DBT
56 Morgan Stanley Capital I Trust 61691YAW1 Nov 2025 11,402,000 +775,000 $10.3M +8.3% 0.10% ABS-MBS
57 GRAND PARKWAY TRANSPRTN CORP T 38611TAV9 Nov 2025 9,705,000 +880,000 $10.2M +12.6% 0.10% DBT
58 NY & PRESBYTERIAN HOSPIT 649322AF1 Nov 2025 14,000,000 +9,000,000 $10.1M +184.8% 0.10% DBT
59 MICROSOFT CORP 594918CF9 Nov 2025 14,510,000 +5,510,000 $9.1M +56.4% 0.09% DBT
60 CSAIL Commercial Mortgage Trus 12597DAK1 Nov 2025 9,668,000 +1,931,000 $9.1M +26.3% 0.09% ABS-MBS
61 LOUISVILLE & JEFFERSON CNTY KY 546589QW5 Nov 2025 8,025,000 +75,000 $8.8M +1.7% 0.08% DBT
62 KAISER FOUNDATION HOSPIT 48305QAD5 Nov 2025 10,230,000 +230,000 $8.8M +3.1% 0.08% DBT
63 FHLMC Multifamily Structured P 3137F82T9 Nov 2025 252,071,036 +15,829,950 $8.6M +2.0% 0.08% ABS-MBS
64 TENNESSEE ST SCH BOND AUTH 880558PH8 Nov 2025 11,725,000 +15,000 $8.6M +3.5% 0.08% DBT
65 Citigroup Commercial Mortgage CGCMT Nov 2025 8,508,000 +160,000 $8.5M +2.8% 0.08% ABS-MBS
66 GLOBAL PAYMENTS INC 37940XAY8 Nov 2025 8,500,000 +3,250,000 $8.5M +61.2% 0.08% DBT
67 BAY AREA CA TOLL AUTH TOLL BRI 072024PY2 Nov 2025 7,130,000 +280,000 $8.4M +5.2% 0.08% DBT
68 Bank 06541TBU2 Nov 2025 9,440,000 +170,000 $8.3M +6.7% 0.08% ABS-MBS
69 SCE RECOVERY FUNDING LLC 78433LAL0 Nov 2025 8,000,000 +4,000,000 $8.3M +103.2% 0.08% DBT
70 SOUTH CAROLINA ST PUBLIC SVC A 837151SV2 Nov 2025 7,425,000 +1,000,000 $8.2M +16.1% 0.08% DBT
71 FHLMC Multifamily Structured P 3137FWHG8 Nov 2025 88,951,480 +160,904 $8.0M -1.8% 0.08% ABS-MBS
72 BAKERSFIELD CA CITY SCH DIST 057507HY4 Nov 2025 9,975,000 +210,000 $8.0M +3.9% 0.08% DBT
73 American Credit Acceptance Rec 02530CAG3 Nov 2025 7,490,000 +50,000 $7.8M +1.0% 0.07% ABS-O
74 CALIFORNIA INSTITUTE OF 13034VAD6 Nov 2025 11,558,000 +2,650,000 $7.7M +31.7% 0.07% DBT
75 BENCHMARK Mortgage Trust 08163JAL8 Nov 2025 8,874,000 +1,824,000 $7.5M +31.7% 0.07% ABS-MBS
76 PENNSYLVANIA ST ECON DEV FING 70869PFT9 Nov 2025 6,525,000 +25,000 $7.3M +0.7% 0.07% DBT
77 TACOMA WA WTR REVENUE 873547HP1 Nov 2025 6,865,000 +125,000 $7.2M +2.9% 0.07% DBT
78 BLOOMIN' BRANDS INC/OSI 094234AA9 Nov 2025 8,150,000 +500,000 $7.2M +5.1% 0.07% DBT
79 MARYLAND ST STADIUM AUTH REVEN 574296CN7 Nov 2025 8,740,000 +1,740,000 $7.2M +26.7% 0.07% DBT
80 BERGEN CNTY NJ IMPT AUTH LEASE 083775CX2 Nov 2025 6,605,000 +4,625,000 $7.0M +233.8% 0.07% DBT
81 UNIV OF WASHINGTON WA UNIV REV 91523NGW0 Nov 2025 6,340,000 +35,000 $6.4M +1.1% 0.06% DBT
82 SAN DIEGO CNTY CA WTR AUTH FIN 79741TAR5 Nov 2025 5,915,000 +15,000 $6.2M +0.4% 0.06% DBT
83 CALIFORNIA INSTITUTE OF 13034VAC8 Nov 2025 7,725,000 +3,925,000 $5.9M +109.6% 0.06% DBT
84 MASSACHUSETTS ST CLG BLDG AUTH MASHGR Nov 2025 5,300,000 +4,750,000 $5.7M +879.5% 0.05% DBT
85 GoldenTree Loan Management US 38138JAY9 Nov 2025 5,500,000 +2,500,000 $5.5M +81.9% 0.05% ABS-CBDO
86 ARES CLO Ltd 04019DAN2 Nov 2025 5,474,000 +474,000 $5.5M +9.3% 0.05% ABS-CBDO
87 PALOMAR CA CMNTY CLG DIST 697511FP3 Nov 2025 7,000,000 +1,000,000 $5.4M +19.0% 0.05% DBT
88 KING CNTY WA HSG AUTH 494762PA9 Nov 2025 5,900,000 +175,000 $5.3M +7.2% 0.05% DBT
89 MICHIGAN ST FIN AUTH REVENUE 59447TZD8 Nov 2025 6,215,000 +1,000,000 $5.1M +22.3% 0.05% DBT
90 BEXAR CNTY TX REVENUE 088518PG4 Nov 2025 6,030,000 +515,000 $5.0M +13.8% 0.05% DBT
91 GS Mortgage Securities Trust GSMS Nov 2025 5,116,286 +3,072,158 $5.0M +154.1% 0.05% ABS-MBS
92 TOWNEBANK/PORTSMOUTH VA 89214PDD8 Nov 2025 5,400,000 +650,000 $5.0M +15.4% 0.05% DBT
93 Government National Mortgage A 38380TBH8 Nov 2025 5,392,262 +40,241 $4.8M +2.1% 0.05% ABS-MBS
94 BAYONNE NJ 0728874V1 Nov 2025 5,795,000 +70,000 $4.8M +3.6% 0.05% DBT
95 BAY AREA CA TOLL AUTH TOLL BRI 072024NV0 Nov 2025 3,695,000 +240,000 $4.3M +7.1% 0.04% DBT
96 CMWLTH FING AUTH PA 20281PMV1 Nov 2025 4,920,000 +145,000 $4.3M +4.0% 0.04% DBT
97 LOUISVILLE & JEFFERSON CNTY KY 546589N73 Nov 2025 5,325,000 +75,000 $3.9M +10.7% 0.04% DBT
98 UNIV OF MASSACHUSETTS MA BLDG 914437UT3 Nov 2025 4,200,000 +200,000 $3.5M +7.4% 0.03% DBT
99 Bank 06541TBT5 Nov 2025 3,955,000 +580,000 $3.5M +19.0% 0.03% ABS-MBS
100 CSAIL Commercial Mortgage Trus 12597DAS4 Nov 2025 3,925,000 +1,650,000 $3.4M +77.3% 0.03% ABS-MBS
101 Lehman Mortgage Trust LMT Nov 2025 6,941,409 +1,461 $3.4M -2.9% 0.03% ABS-MBS
102 FRESNO CA WTR SYS REVENUE 358240FC8 Nov 2025 2,865,000 +500,000 $3.2M +21.5% 0.03% DBT
103 American Credit Acceptance Rec 024945AE7 Nov 2025 3,070,000 +1,000,000 $3.1M +48.4% 0.03% ABS-O
104 STAFFORD TX MUNI SCH DIST 852519LQ8 Nov 2025 3,525,000 +2,000,000 $3.0M +133.1% 0.03% DBT
105 MIAMI-DADE CNTY FL SPL OBLIG 59333NNQ2 Nov 2025 6,605,000 +495,000 $2.8M +11.4% 0.03% DBT
106 Citigroup Commercial Mortgage CGCMT Nov 2025 98,663,942 +50,547,985 $2.8M +102.0% 0.03% ABS-MBS
107 FRESNO CA WTR SYS REVENUE 358240GG8 Nov 2025 1,955,000 +235,000 $2.2M +14.0% 0.02% DBT
108 CHICAGO IL MET WTR RECLAMATION 167560PL9 Nov 2025 2,065,000 +1,065,000 $2.2M +106.7% 0.02% DBT
109 Exeter Automobile Receivables 30165XAG0 Nov 2025 2,070,000 +570,000 $2.1M +38.7% 0.02% ABS-O
110 Vericrest Opportunity Loan Tra 92873BAB2 Nov 2025 1,902,999 +41,946 $1.9M +2.3% 0.02% ABS-MBS
111 COLORADO ST HLTH FACS AUTH REV 19648FNW0 Nov 2025 2,080,000 +50,000 $1.7M +3.6% 0.02% DBT
112 ALAMEDA CA CORRIDOR TRANSPRTN 010869JV8 Nov 2025 2,860,000 +810,000 $1.6M +45.3% 0.01% DBT
113 Morgan Stanley Capital I Trust 61691JAZ7 Nov 2025 1,505,000 +235,000 $1.5M +19.3% 0.01% ABS-MBS
114 Residential Asset Securitizati RAST Nov 2025 3,391,686 +934 $1.1M -3.8% 0.01% ABS-MBS
115 Residential Asset Securitizati RAST Nov 2025 2,301,570 +3,541 $846K -0.6% 0.01% ABS-MBS
116 Morgan Stanley Mortgage Loan T MSM Nov 2025 1,909,407 +223 $760K -1.4% 0.01% ABS-MBS
117 First Horizon Alternative Mort FHAMS Nov 2025 1,720,124 +1,458 $570K -1.7% 0.01% ABS-MBS
118 Residential Asset Securitizati RAST Nov 2025 386,128 +119 $158K -3.8% 0.00% ABS-MBS