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

IMS Strategic Income Fund

· 360 Funds
Monthly Holdings $13M AUM 26 positions Period Dec 2025 Filed Feb 25, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Federated Hermes Government Obligations Fund 60934N104 Dec 2025 1,025,969 $1.0M 8.16% STIV
2 Staples Inc 855030AP7 Sep 2024 750,000 $733K 5.83% DBT
3 Royal Caribbean Cruises Ltd 780153AW2 Sep 2024 700,000 $692K 5.51% DBT
4 Service Properties Trust 44106MAX0 Sep 2024 725,000 $684K 5.44% DBT
5 Navient Corp 78442FAZ1 Sep 2024 675,000 $617K 4.91% DBT
6 Bank of Montreal 06368ERB0 Sep 2024 600,000 $593K 4.72% SN
7 Societe Generale SA 83370BHB2 Sep 2024 550,000 $579K 4.61% SN
8 Ford Motor Co 345370CQ1 Sep 2024 700,000 $556K 4.42% DBT
9 Occidental Petroleum Corp 674599DF9 Sep 2024 500,000 $533K 4.24% DBT
10 Bausch Health Cos Inc 071734AQ0 Dec 2025 500,000 $518K 4.12% DBT
11 Paramount Global 124857AK9 Sep 2024 700,000 $504K 4.01% DBT
12 Nordstrom Inc 655664AR1 Sep 2024 650,000 $486K 3.87% DBT
13 Verizon Communications Inc 92343VFV1 Sep 2024 750,000 $439K 3.49% DBT
14 JPMorgan Chase Financial Co LLC 48130UVB8 Sep 2024 500,000 $418K 3.33% SN
15 DISH DBS Corp 25470XAY1 Dec 2025 400,000 $395K 3.14% DBT
16 Enterprise Products Operating LLC 29379VBM4 Sep 2024 326,000 $325K 2.59% DBT
17 Air Products and Chemicals Inc 009158106 Dec 2025 1,000 $247K 1.97% EC
18 McCormick & Co Inc/MD 579780206 Dec 2025 3,500 $238K 1.90% EC
19 Keurig Dr Pepper Inc 49271V100 Dec 2025 8,500 $238K 1.89% EC
20 Bristol-Myers Squibb Co 110122108 Dec 2025 4,400 $237K 1.89% EC
21 Old Republic International Corp 680223104 Dec 2025 5,200 $237K 1.89% EC
22 Altria Group Inc 02209S103 Sep 2024 4,100 $236K 1.88% EC
23 Owens Corning 690742101 Dec 2025 2,100 $235K 1.87% EC
24 Cisco Systems Inc 17275R102 Dec 2025 3,000 $231K 1.84% EC
25 Citigroup Global Markets Holdings Inc/United States 17328VG53 Sep 2024 190,000 $181K 1.44% SN
26 F&G Annuities & Life Inc 30190A104 Dec 2025 246 $8K 0.06% EC