Philotimo Focused Growth and Income (PHLOX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
11.81
+0.21 (1.81%)
Nov 4, 2025, 9:30 AM EST

PHLOX Holdings List

No.SymbolName WeightShares
1REALThe RealReal, Inc.11.92%1,300,698
2ALLTAllot Ltd.10.94%1,200,000
3BNEDBarnes & Noble Education, Inc.6.01%700,428
4INSEInspired Entertainment, Inc.5.66%700,000
5EGANeGain Corporation5.51%734,187
6POWWOutdoor Holding Company5.10%4,000,000
7COMPCompass, Inc.4.85%700,351
8CWHCamping World Holdings, Inc.4.08%300,000
9IMMRImmersion Corporation3.80%600,000
10LOVEThe Lovesac Company3.50%240,000
11STO: CDONCDON AB3.44%514,409
12LLOYDS.V6.75 PERP *Default - Lloyds Banking Group PLC 10/03/2024 VAR2.65%3,000,000
13NATMUT.6.75 05.15.37Default - Nationwide Financial Services2.59%2,975,000
14TOIThe Oncology Institute, Inc.2.50%832,101
15EZPWEZCORP, Inc.2.46%150,000
16DPGDuff & Phelps Utility and Infrastructure Fund Inc.2.15%193,053
17TSX: QIPTQuipt Home Medical Corp.2.14%952,535
18EVVEaton Vance Limited Duration Income Fund2.01%229,225
19GOIXXFederated Government Obligations Fund1.78%2,064,424
20JFRNuveen Floating Rate Income Fund1.76%250,000
21TSX: SYZSylogist Ltd.1.74%404,427
22MCHXMarchex, Inc.1.74%1,126,388
23ASX: AGIAinsworth Game Technology Limited1.47%2,500,409
24FARMCB.V7.75 PERPDefault - Farm Credit Bank of Texas 05/23/20241.35%1,500,000
25C.V7 PERP DDDefault - CITIGROUP INC PERP 07/30/20241.24%1,350,000
Showing 25 of 42 holdings
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As of Sep 30, 2025