BTPIX holdings — WESTWOOD BROADMARK TACTICAL PLUS FUND
WESTWOOD BROADMARK TACTICAL PLUS FUND (BTPIX) held 8 positions with net assets of $63.4M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 99.1% of the fund, led by FIRST AMERICAN FUNDS INC, RSP, XLV.
BTPIX top holdings
- FIRST AMERICAN FUNDS INC — 71.35% ($45.2M)
- RSP INVESCO EXCHANGE TRADED FUND TRUST — 18.36% ($11.6M)
- XLV SELECT SECTOR SPDR TRUST (THE) — 5.21% ($3.30M)
- N/A — 4.61% ($2.92M)
- 2EQ6P N/A — 0.14% ($86.9K)
- N/A — 0.07% ($45.4K)
- ESU6 INDEX CHICAGO MERCANTILE EXCHANGE — -0.21% (−$135K)
- NQU6 INDEX CHICAGO MERCANTILE EXCHANGE — -0.47% (−$295K)
What are BTPIX's top 10 holdings?
FIRST AMERICAN FUNDS INC (71.3%), RSP (18.4%), XLV (5.2%), N/A (4.6%), 2EQ6P (0.1%), N/A (0.1%), ESU6 INDEX (-0.2%), NQU6 INDEX (-0.5%).
How many stocks are in BTPIX?
WESTWOOD BROADMARK TACTICAL PLUS FUND reported 8 holdings as of July 31, 2026.
Share classes: BTPIX, SBTAX, SBTCX, SBTIX