Pacific Capital Tax Free Short Intermediate Securities Fund Class Y (PTFSX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.99
0.00 (0.00%)
At close: Feb 17, 2026

PTFSX Holdings Information

PTFSX is a mutual fund with a total of 47 individual holdings.

Total Holdings
47
Top 10 Percentage
53.36%
Asset Class
Fixed Income
Fund Category
Muni National Short
Assets
40.50M
Forward PE Ratio
n/a

Breakdown by Asset Class

Top 25 Holdings

No.SymbolName WeightShares
1HI.HON 5 08.01.2044HONOLULU HAWAII CITY & CNTY 5%8.36%3,260,000
2HI.HONUTL 5.25 07.01.2040HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 5.25%5.71%2,000,000
3n/aCity & County Honolulu Hi Wastewater System Revenue5.69%2,000,000
4HI.HONUTL 5 07.01.2039HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 5%5.60%2,000,000
5HI.HONUTL 5 07.01.2031HONOLULU HAWAII CITY & CNTY WASTEWTR SYS REV 5%5.03%1,800,000
6HI.HISGEN 5 07.01.2036HAWAII ST DEPT BUDGET & FIN SPL PURP REV 5%5.00%1,750,000
7HI.HWA 5 09.01.2040HAWAII CNTY HAWAII 5%4.94%1,800,000
8HI.HISTRN 5 01.01.2029HAWAII ST HWY REV 5%4.89%1,950,000
9HI.HON 5 07.01.2035HONOLULU HAWAII CITY & CNTY 5%4.40%1,500,000
10HI.HISMFH 12.01.2029HAWAII ST HSG FIN & DEV CORP MULTIFAMILY REV 3.3%3.74%1,500,000
11HI.HISGEN 5 07.01.2028HAWAII ST DEPT BUDGET & FIN SPL PURP REV 5%3.50%1,340,000
12HI.MAU 5 09.01.2036MAUI CNTY HAWAII 5%2.91%1,000,000
13HI.HONMFH 06.01.2027HONOLULU HAWAII CITY & CNTY MULTIFAMILY REV 5%2.75%1,100,000
14HI.HON 5 07.01.2040HONOLULU HAWAII CITY & CNTY 5%2.73%1,000,000
15TX.TXSWTR 5 10.15.2029TEXAS WTR DEV BRD REV 5%2.65%1,000,000
16HI.HISTRN 4 07.01.2031HAWAII ST HBR SYS REV 4%2.56%1,000,000
17HI.HIS 4 05.01.2032HAWAII ST 4%2.51%1,000,000
18HI.HISAPT 5 07.01.2027HAWAII ST ARPTS SYS REV 5%2.34%910,000
19GU.GMSUTL 5.5 07.01.2043GUAM GOVT WTRWKS AUTH WTR & WASTEWTR SYS REV 5.5%1.95%725,000
20HI.HISSFH 4.05 07.01.2040HAWAII ST HSG FIN & DEV CORP SINGLE FAMILY MTG PUR REV 4.05%1.73%700,000
21HI.MAU 5 09.01.2037MAUI CNTY HAWAII 5%1.73%600,000
22HI.UNHHGR 5 10.01.2030UNIVERSITY HAWAII REV 5%1.57%620,000
23MI.GROSCD 5 05.01.2038GROSSE POINTE MICH PUB SCH SYS 5%1.31%500,000
24HI.HISGEN 5 07.01.2028HAWAII ST DEPT BUDGET & FIN SPL PURP REV 5%1.31%500,000
25HI.HISTRN 5 07.01.2026HAWAII ST HBR SYS REV 5%1.25%500,000
Showing 25 of 47 holdings
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As of Dec 31, 2025