As of the latest SEC filings, ARISTOTLE CORE BOND FUND (PLEBX) is held by 5 institutional funds. The largest fund shareholder is Aristotle Portfolio Optimization Moderate Fund (POCAX), holding an estimated $108,473,025.32 in market value, representing 16.91% of its portfolio.
Funds holding ARISTOTLE CORE BOND FUND (PLEBX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLEBX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
POCAX
Aristotle Portfolio Optimization Moderate Fund
|
MF | Independent / Boutique | 16.91% | $108,473,025.32 | 12,425,318 | Mar 31, 2026 | May 27, 2026 |
|
PODAX
Aristotle Portfolio Optimization Growth Fund
|
MF | Independent / Boutique | 7.83% | $48,208,186.75 | 5,522,129 | Mar 31, 2026 | May 27, 2026 |
|
POBAX
Aristotle Portfolio Optimization Moderate Conservative Fund
|
MF | Independent / Boutique | 25.08% | $44,925,585.18 | 5,146,115 | Mar 31, 2026 | May 27, 2026 |
|
POAAX
Aristotle Portfolio Optimization Conservative Fund
|
MF | Independent / Boutique | 32.73% | $38,592,900.94 | 4,420,722 | Mar 31, 2026 | May 27, 2026 |
|
POEAX
Aristotle Portfolio Optimization Aggressive Growth Fund
|
MF | Independent / Boutique | 0.94% | $2,569,803.11 | 294,365 | Mar 31, 2026 | May 27, 2026 |
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