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Holdings (Monthly) Guide ↗

EIC Value Fund

· FundVantage Trust
Monthly Holdings $383M AUM 16 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 9 New 8 Added 16 Reduced 5 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CITIZENSSELECT FUNDS CEAXX Jan 2026 14,282,154 -9,914,901 $14.3M -41.0% 3.74% STIV
2 GSK PLC GSK Jan 2026 228,577 -58,025 $11.8M -20.1% 3.09% EC
3 UNITED PARCEL SERVICE INC UPS Jan 2026 111,205 -11,000 $11.6M -10.7% 3.03% EC
4 ZIMMER BIOMET HOLDINGS INC ZBH Jan 2026 122,210 -2,000 $11.5M +6.1% 3.00% EC
5 HEALTHPEAK PROPERTIES INC DOC Jan 2026 522,500 -13,000 $11.4M +23.6% 2.98% EC
6 US BANCORP USB Jan 2026 176,690 -53,675 $11.1M -13.9% 2.91% EC
7 KENVUE INC KVUE Jan 2026 529,610 -27,000 $10.2M +5.2% 2.67% EC
8 TARGET CORP TGT Jan 2026 69,900 -21,000 $10.1M +5.3% 2.64% EC
9 PNC FINANCIAL SERVICES GROUP INC (THE) PNC Jan 2026 29,943 -13,545 $7.5M -23.0% 1.96% EC
10 OSHKOSH CORP OSK Jan 2026 50,000 -6,500 $7.1M -12.4% 1.86% EC
11 PPG INDUSTRIES INC PPG Jan 2026 62,840 -23,375 $6.9M -30.3% 1.82% EC
12 TRAVELERS COMPANIES INC (THE) TRV Jan 2026 15,600 -8,875 $5.8M -16.1% 1.53% EC
13 GLOBE LIFE INC GL Jan 2026 30,488 -28,500 $5.6M -32.8% 1.45% EC
14 BROWN-FORMAN CORP BF/B Jan 2026 184,750 -62,375 $5.3M -21.5% 1.39% EC
15 CHARLES SCHWAB CORP (THE) SCHW Jan 2026 49,910 -2,500 $5.3M -3.6% 1.37% EC
16 NNN REIT INC NNN Jan 2026 102,425 -5,000 $4.9M +8.7% 1.27% EC