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Karpus Management, Inc.

Q1 2026 · Filed 2026-05-14
Market Value
$2.6B
-12.9%
Holdings
255
+11
New Purchases
26
Added To
54
Closed
92
Reduced
69
Top 10 Concentration
43.6%
Turnover
46.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MHD 8.66% 3.33% +5.33% $226M
MYN 3.00% 0.81% +2.19% $78M
MYI 2.29% 0.14% +2.15% $60M
SCII 1.16% 0.00% +1.16% $30M
TLT 0.91% 0.00% +0.91% $24M
MQY 1.10% 0.26% +0.84% $29M
BLV 5.20% 4.56% +0.63% $136M
DMII 0.99% 0.38% +0.61% $26M
WPAC 0.61% 0.00% +0.61% $16M
BTT 4.08% 3.52% +0.56% $106M
VEU 2.81% 2.27% +0.54% $73M
WSTN 0.53% 0.00% +0.53% $14M
VWO 2.74% 2.32% +0.41% $71M
CSQ 1.28% 0.86% +0.41% $33M
VB 3.23% 2.88% +0.35% $84M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
YCY 0.01% 2.04% -2.03% $213K
MVF 0.00% 1.93% -1.93% $0
BLE 0.00% 1.71% -1.71% $0
BFK 0.00% 1.66% -1.66% $0
IEF 0.10% 1.53% -1.43% $3M
MHN 0.00% 1.25% -1.25% $0
NRK 0.00% 1.19% -1.19% $0
SAT 0.00% 0.84% -0.84% $0
VTES 0.14% 0.89% -0.76% $4M
OXSQH 0.00% 0.74% -0.74% $0
OXLCG 0.00% 0.72% -0.72% $0
BND 0.99% 1.64% -0.66% $26M
VUG 0.57% 1.19% -0.62% $15M
OXLCZ 0.00% 0.54% -0.54% $0
NEWTZ 0.00% 0.50% -0.50% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 15 $364M 14.0%
Large Cap 45 $414M 15.9%
Mid Cap 20 $334M 12.8%
Small Cap 90 $1.1B 42.0%
Micro Cap 85 $400M 15.3%

Portfolio Analytics

Avg Market Cap
$56.2B
Median Market Cap
$503M
Avg P/E
40.3
Median P/E
19.6
Avg Dividend Yield
0.10%
Avg Beta
0.55
# Stocks
132
# ETFs / Funds
123

Top Holdings (255 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 9.00% 392,872 $235M $597.55 -$30M -30,036 -7.1%
2 MHD 8.66% 20,033,393 $226M $11.28 $126M +11,542,843 +135.9%
3 BLV 5.20% 1,970,328 $136M $68.78 -$1M +5,660 +0.3%
4 BTT 4.08% 4,689,313 $106M $22.70 $1M +70,588 +1.5%
5 VB 3.23% 321,684 $84M $261.92 -$2M -13,022 -3.9%
6 MYN 3.00% 8,159,423 $78M $9.60 $54M +5,703,576 +232.2%
7 VEU 2.81% 976,719 $73M $75.10 $5M +53,465 +5.8%
8 VWO 2.74% 1,321,574 $71M $54.05 $2M +27,456 +2.1%
9 WIA 2.59% 8,346,410 $67M $8.08 $91K +202,814 +2.5%
10 FINS 2.30% 4,697,846 $60M $12.75 -$8M -453,195 -8.8%
11 MYI 2.29% 5,676,653 $60M $10.51 $56M +5,300,945 +1410.9%
12 IVV 2.27% 90,790 $59M $653.21 -$13M -15,078 -14.2%
13 MUC 2.14% 5,379,853 $56M $10.40 -$1M -9,656 -0.2%
14 QQQX 1.67% 1,636,959 $44M $26.67 -$4M -33,820 -2.0%
15 GDV 1.55% 1,499,700 $40M $26.93 -$5M -151,816 -9.2%
16 NBXG 1.51% 3,069,100 $39M $12.87 -$5M -6,744 -0.2%
17 VPL 1.38% 367,821 $36M $97.73 $2M -12,028 -3.2%
18 IEUR 1.33% 492,537 $35M $70.27 -$31K +4,485 +0.9%
19 CSQ 1.28% 1,944,623 $33M $17.12 $7M +598,819 +44.5%
20 IWB 1.16% 85,096 $30M $356.56 -$1M +98 +0.1%
21 SCII 1.16% 3,026,479 $30M $9.97 +3,026,479 NEW
22 KTF 1.15% 3,291,016 $30M $9.10 -$4M -424,533 -11.4%
23 MQY 1.10% 2,616,894 $29M $10.98 $21M +1,933,082 +282.7%
24 DMII 0.99% 2,597,923 $26M $9.97 $15M +1,454,298 +127.2%
25 VTI 0.99% 80,671 $26M $320.81 -$6M -13,685 -14.5%
26 BND 0.99% 349,587 $26M $73.64 -$24M -315,448 -47.4%
27 VGK 0.91% 288,827 $24M $82.43 $782K +13,427 +4.9%
28 TLT 0.91% 273,415 $24M $86.69 $24M +273,260 +176296.8%
29 QSEAU 0.90% 2,256,805 $23M $10.37 $244K -7,075 -0.3%
30 EIM 0.86% 2,296,254 $22M $9.77 -$12M -1,210,332 -34.5%
31 BST 0.78% 562,909 $20M $36.35 -$2M +19,362 +3.6%
32 ASG 0.77% 4,220,488 $20M $4.75 $1M +703,409 +20.0%
33 XLF 0.77% 405,787 $20M $49.37 -$2M +6,017 +1.5%
34 ANSC 0.72% 1,662,443 $19M $11.29 -$96K -23,450 -1.4%
35 GCOW 0.69% 391,956 $18M $46.24 $4M +38,604 +10.9%
36 EZU 0.67% 280,297 $18M $62.64 $4M +70,278 +33.5%
37 USA 0.66% 3,116,511 $17M $5.55 $6M +1,286,001 +70.2%
38 EWC 0.66% 314,292 $17M $54.79 $2M +27,434 +9.6%
39 BHK 0.66% 1,879,578 $17M $9.16 -$845K -3,787 -0.2%
40 ETO 0.66% 645,796 $17M $26.65 -$1M +33,068 +5.4%
41 CHW 0.61% 2,191,419 $16M $7.26 $2M +249,531 +12.8%
42 BBJP 0.61% 230,737 $16M $68.91 $969K +4,194 +1.9%
43 WPAC 0.61% 1,602,595 $16M $9.86 +1,602,595 NEW
44 COPL 0.60% 1,526,827 $16M $10.30 $69K -8,176 -0.5%
45 PCQ 0.59% 1,778,933 $15M $8.58 $2M +224,590 +14.4%
46 GTERU 0.57% 1,470,687 $15M $10.19 $5M +513,925 +53.7%
47 VUG 0.57% 33,805 $15M $436.79 -$21M -39,153 -53.7%
48 VGT 0.56% 20,880 $15M $697.72 -$4M -4,097 -16.4%
49 ETW 0.55% 1,625,403 $14M $8.78 -$804K -9,611 -0.6%
50 WSTN 0.53% 1,389,790 $14M $9.99 +1,389,790 NEW
51 BOE 0.51% 1,211,742 $13M $10.96 -$1M -11,038 -0.9%
52 MIN 0.51% 5,275,910 $13M $2.51 $2M +890,186 +20.3%
53 BGY 0.40% 1,949,687 $11M $5.41 -$4M -563,349 -22.4%
54 IPEX 0.40% 1,007,143 $10M $10.40 $24K -9,400 -0.9%
55 EVT 0.39% 416,375 $10M $24.55 -$612K -13,901 -3.2%
56 EXG 0.39% 1,178,492 $10M $8.66 -$4M -289,345 -19.7%
57 EMIS 0.38% 981,161 $10M $10.05 $786K +67,325 +7.4%
58 EWZ 0.37% 253,399 $10M $38.39 $3M +35,639 +16.4%
59 EOD 0.37% 1,665,576 $10M $5.83 $141K +24,208 +1.5%
60 EWY 0.36% 75,475 $9M $123.01 $623K -13,612 -15.3%
61 TDF 0.35% 869,884 $9M $10.61 -$409K +13,889 +1.6%
62 BSTZ 0.35% 409,931 $9M $22.15 $4M +197,205 +92.7%
63 ORIQ 0.34% 875,728 $9M $10.17 $622K +56,284 +6.9%
64 NMPAU 0.34% 867,790 $9M $10.16 $1M +100,500 +13.1%
65 OBA 0.33% 861,975 $9M $10.13 $1M +95,575 +12.5%
66 PGACU 0.33% 831,500 $9M $10.48 -$37K -13,200 -1.6%
67 CAF 0.32% 473,263 $8M $17.50 -$1M -83,468 -15.0%
68 EDEN 0.32% 78,755 $8M $104.68 -$629K +1,239 +1.6%
69 IIF 0.31% 395,688 $8M $20.58 $4M +221,988 +127.8%
70 IGE 0.31% 127,079 $8M $62.94 +127,079 NEW
71 KCHV 0.30% 764,019 $8M $10.25 $84K
72 DPG 0.30% 533,200 $8M $14.44 -$584K -118,543 -18.2%
73 IEV 0.29% 112,561 $8M $67.94 -$273K -2,895 -2.5%
74 MEGI 0.29% 509,109 $7M $14.69 -$212K -49,833 -8.9%
75 STK 0.27% 186,368 $7M $37.93 $3M +82,788 +79.9%
76 BACC 0.25% 645,990 $7M $10.21 -$66K -6,425 -1.0%
77 MLAC 0.25% 620,220 $7M $10.53 $81K
78 TDAC 0.24% 603,425 $6M $10.56 -$44K -10,000 -1.6%
79 HAVA 0.24% 625,915 $6M $10.00 $5M +526,765 +531.3%
80 IGI 0.24% 383,342 $6M $16.09 $4M +273,409 +248.7%
81 JHS 0.22% 532,698 $6M $10.94 $1M +163,090 +44.1%
82 DSM 0.22% 940,172 $6M $6.01 -$219K -11,100 -1.2%
83 HEQ 0.22% 518,501 $6M $10.86 +518,501 NEW
84 TVAIR 0.21% 543,575 $6M $10.19 $240K +19,975 +3.8%
85 BME 0.21% 141,442 $5M $38.51 -$379K -216 -0.1%
86 WENN 0.20% 519,000 $5M $10.18 +519,000 NEW
87 LWACU 0.20% 516,600 $5M $10.13 +516,600 NEW
88 SHM 0.20% 107,350 $5M $47.83 -$14M -291,356 -73.1%
89 MGF 0.20% 1,744,159 $5M $2.94 $27K +58,070 +3.4%
90 PNI 0.19% 735,635 $5M $6.85 $530K +81,179 +12.4%
91 ALIS 0.19% 500,350 $5M $9.98 $25K -25
92 DNMX 0.19% 501,550 $5M $9.92 +501,550 NEW
93 TWN 0.19% 75,028 $5M $65.74 $785K -2,672 -3.4%
94 JOF 0.18% 436,454 $5M $10.90 -$2M -129,961 -22.9%
95 BSV 0.18% 59,395 $5M $78.41 -$95K -900 -1.5%
96 LAFA 0.18% 462,440 $5M $9.97 $4M +434,850 +1576.1%
97 FIGXU 0.17% 439,949 $4M $10.11 $3M +327,183 +290.1%
98 UTF 0.17% 169,477 $4M $25.88 +169,477 NEW
99 APACR 0.17% 433,550 $4M $10.03 $3M +336,775 +348.0%
100 GF 0.14% 367,181 $4M $10.22 -$461K -1,817 -0.5%

New Positions

SymbolValue% Port
SCII $30M 1.16%
WPAC $16M 0.61%
WSTN $14M 0.53%
IGE $8M 0.31%
HEQ $6M 0.22%
WENN $5M 0.20%
LWACU $5M 0.20%
DNMX $5M 0.19%
UTF $4M 0.17%
ITHA $3M 0.10%
GLO $2M 0.08%
HVMC $2M 0.08%
TDWD $2M 0.07%
BMEZ $2M 0.06%
BTZ $1M 0.05%

Sold Out Positions

SymbolValue% Port
CVX —%
WY —%
EOI —%
SHV —%
NRK —%
ETY —%
KODK —%
PG —%
EPD —%
MCK —%
IGD —%
PIM —%
HQH —%
NOC —%
GEHC —%
View SEC EDGAR Filings for Karpus Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms