As of the latest SEC filings, PROFESSIONALLY MANAGED PORTFOLIOS (CSMCX) is held by 2 institutional funds. The largest fund shareholder is Ocean Park Tactical Bond Fund (STBDX), holding an estimated $36,042,664.10 in market value, representing 2.49% of its portfolio.
Funds holding PROFESSIONALLY MANAGED PORTFOLIOS (CSMCX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CSMCX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
STBDX
Ocean Park Tactical Bond Fund
|
MF | Independent / Boutique | 2.49% | $36,042,664.10 | 3,261,780 | Mar 31, 2026 | May 29, 2026 |
|
MHELX
MH Elite Small Cap Fund of Funds
|
MF | Independent / Boutique | 7.41% | $930,976.42 | 19,311 | Mar 31, 2026 | May 26, 2026 |
Advertisement (320x50)