Longboard Fund (LONAX) is an MF managed by Independent / Boutique. Its largest position is Evergy, Inc. (EVRG), representing 0.27% of fund assets.
Longboard Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LONAX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 28, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Evergy, Inc.
|
0.27% | $284,109.36 | 3,396 |
|
-
IDACORP INC
|
0.26% | $280,597.53 | 1,949 |
|
-
Duke Energy CORP
|
0.26% | $274,915.85 | 2,101 |
|
-
AFLAC INC
|
0.24% | $259,964.86 | 2,302 |
|
-
ALLIANT ENERGY CORP
|
0.24% | $254,781.48 | 3,522 |
|
-
FIRSTENERGY CORP
|
0.24% | $254,725.64 | 4,979 |
|
-
WEC ENERGY GROUP, INC.
|
0.24% | $254,621.92 | 2,177 |
|
-
SOUTHERN CO
|
0.23% | $250,558.74 | 2,573 |
|
-
AMERICAN ELECTRIC POWER CO INC
|
0.23% | $249,172.84 | 1,862 |
|
-
DTE ENERGY CO
|
0.23% | $246,967.84 | 1,666 |
|
-
AMEREN CORP
|
0.23% | $243,212.16 | 2,147 |
|
-
OGE ENERGY CORP.
|
0.23% | $241,424.82 | 4,913 |
|
-
CENTERPOINT ENERGY INC
|
0.22% | $239,946.00 | 5,516 |
|
-
PINNACLE WEST CAPITAL CORP
|
0.22% | $239,416.10 | 2,387 |
|
-
XCEL ENERGY INC
|
0.22% | $239,409.92 | 2,872 |
|
-
InvenTrust Properties Corp.
|
0.22% | $236,246.40 | 7,572 |
|
-
SIMON PROPERTY GROUP INC.
|
0.22% | $234,223.65 | 1,149 |
|
-
Northwest Natural Holding Co
|
0.22% | $233,269.92 | 4,398 |
|
-
CMS ENERGY CORP
|
0.22% | $232,804.74 | 2,982 |
|
-
SPIRE INC
|
0.22% | $231,956.52 | 2,532 |
|
-
WELLTOWER INC.
|
0.21% | $229,074.72 | 1,106 |
|
-
Broadstone Net Lease, Inc.
|
0.21% | $228,142.74 | 11,766 |
|
-
AVISTA CORP
|
0.21% | $223,653.72 | 5,506 |
|
-
DT Midstream, Inc.
|
0.21% | $223,532.40 | 1,610 |
|
-
LABCORP HOLDINGS INC.
|
0.21% | $221,755.04 | 767 |
|
-
REGENCY CENTERS CORP
|
0.21% | $221,437.00 | 2,803 |
|
-
QUEST DIAGNOSTICS INC
|
0.21% | $219,538.76 | 1,036 |
|
-
EXELON CORP
|
0.20% | $215,986.02 | 4,366 |
|
-
ROSS STORES, INC.
|
0.20% | $215,510.72 | 1,048 |
|
-
DYNEX CAPITAL INC
|
0.20% | $214,448.55 | 15,285 |
|
-
STRYKER CORP
|
0.20% | $212,715.54 | 549 |
|
-
ESSENTIAL PROPERTIES REALTY TRUST, INC.
|
0.20% | $211,819.54 | 6,241 |
|
-
PORTLAND GENERAL ELECTRIC CO /OR/
|
0.20% | $210,659.84 | 3,904 |
|
-
TRUIST FINANCIAL CORP
|
0.19% | $206,263.73 | 4,183 |
|
-
SERVICE CORP INTERNATIONAL
|
0.19% | $205,904.28 | 2,446 |
|
-
NEW YORK TIMES CO
|
0.19% | $205,618.83 | 2,577 |
|
-
Bank of New York Mellon Corp
|
0.19% | $205,090.20 | 1,722 |
|
-
O REILLY AUTOMOTIVE INC
|
0.19% | $202,123.64 | 2,153 |
|
-
DOMINION ENERGY, INC
|
0.19% | $201,795.44 | 3,196 |
|
-
FIRST INDUSTRIAL REALTY TRUST INC
|
0.19% | $201,606.02 | 3,193 |
|
-
WEBSTER FINANCIAL CORP
|
0.19% | $201,386.96 | 2,792 |
|
-
CASEYS GENERAL STORES INC
|
0.19% | $198,821.10 | 290 |
|
-
REGIONS FINANCIAL CORP
|
0.18% | $197,426.02 | 7,094 |
|
-
CINCINNATI FINANCIAL CORP
|
0.18% | $197,267.94 | 1,203 |
|
-
GLOBE LIFE INC.
|
0.18% | $196,682.04 | 1,354 |
|
-
CNA FINANCIAL CORP
|
0.18% | $195,489.42 | 4,071 |
|
-
Essent Group Ltd.
|
0.18% | $195,296.40 | 3,210 |
|
-
HANOVER INSURANCE GROUP, INC.
|
0.18% | $193,996.62 | 1,074 |
|
-
DONALDSON Co INC
|
0.18% | $193,961.16 | 2,091 |
|
-
SMITHFIELD FOODS INC
|
0.18% | $192,869.76 | 7,752 |
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