FPA Queens Road Small Cap Value Fund

SCHEDULE OF INVESTMENTS

As of August 31, 2025 (Unaudited)

 

 

Number
of Shares
      Value 
     COMMON STOCKS — 89.6%     
     AEROSPACE & DEFENSE — 1.0%     
 109,929   Ducommun, Inc.*  $10,027,723 
     APPAREL & TEXTILE PRODUCTS — 5.1%     
 23,807   Deckers Outdoor Corp.*   2,848,031 
 878,700   Levi Strauss & Co. - Class A   19,656,519 
 371,552   PVH Corp.   31,329,265 
         53,833,815 
     BANKING — 6.4%     
 323,282   Axos Financial, Inc.*   29,486,551 
 97,223   Five Star Bancorp   3,185,998 
 384,754   ServisFirst Bancshares, Inc.   33,916,065 
         66,588,614 
     COMMERCIAL SUPPORT SERVICES — 2.5%     
 376,114   CSG Systems International, Inc.   24,131,474 
 12,712   UniFirst Corp.   2,260,448 
         26,391,922 
     CONSTRUCTION MATERIALS — 0.3%     
 34,651   Knife River Corp.*   2,806,731 
     CONSUMER SERVICES — 2.2%     
 917,318   Upbound Group, Inc.   23,309,050 
     CONTAINERS & PACKAGING — 0.6%     
 272,999   Graphic Packaging Holding Co.   6,079,688 
     ELECTRICAL EQUIPMENT — 2.3%     
 93,761   Littelfuse, Inc.   24,361,921 
     ENGINEERING & CONSTRUCTION — 1.0%     
 139,479   Everus Construction Group, Inc.*   10,940,733 
     FOOD — 1.1%     
 331,396   Darling Ingredients, Inc.*   11,254,208 
 1,796   TreeHouse Foods, Inc.*   32,939 
         11,287,147 
     GAS & WATER UTILITIES — 6.9%     
 1,234,938   MDU Resources Group, Inc.   20,117,140 
 486,002   New Jersey Resources Corp.   22,983,035 
 832,135   UGI Corp.   28,825,156 
         71,925,331 
     INDUSTRIAL INTERMEDIATE PRODUCTS — 0.3%     
 102,635   L B Foster Co. - Class A*   2,671,589 
     INDUSTRIAL SUPPORT SERVICES — 2.8%     
 258,539   MSC Industrial Direct Co., Inc. - Class A   23,327,974 
 38,669   VSE Corp.   6,279,846 
         29,607,820 

 

 

FPA Queens Road Small Cap Value Fund

SCHEDULE OF INVESTMENTS - Continued

As of August 31, 2025 (Unaudited)

 

 

Number
of Shares
      Value 
     COMMON STOCKS (Continued)     
     INSURANCE — 7.5%     
 589,304   CNO Financial Group, Inc.  $23,259,829 
 415,832   Horace Mann Educators Corp.   19,119,955 
 528,374   RLI Corp.   35,786,771 
         78,166,555 
     INTERNET MEDIA & SERVICES — 1.4%     
 406,195   IAC, Inc.*   14,874,861 
     MACHINERY — 8.4%     
 174,475   AGCO Corp.   18,876,450 
 15,520   CSW Industrials, Inc.   4,245,341 
 81,171   Graco, Inc.   6,931,192 
 173,045   JBT Marel Corp.   24,795,618 
 235,640   Oshkosh Corp.   32,841,147 
         87,689,748 
     PUBLISHING & BROADCASTING — 1.3%     
 512,340   Scholastic Corp.   13,146,644 
     REIT — 0.0%     
 393,071   Equity CommonWealth(a)    
     RETAIL - CONSUMER STAPLES — 3.6%     
 270,680   Ingles Markets, Inc. - Class A   18,322,329 
 139,656   Sprouts Farmers Market, Inc.*   19,627,254 
         37,949,583 
     RETAIL - DISCRETIONARY — 2.0%     
 343,013   Advance Auto Parts, Inc.   20,920,363 
     SEMICONDUCTORS — 5.6%     
 136,153   Qorvo, Inc.*   12,349,077 
 297,713   Synaptics, Inc.*   20,798,230 
 1,665,006   Vishay Intertechnology, Inc.   25,740,993 
         58,888,300 
     SOFTWARE — 0.9%     
 180,422   Concentrix Corp.   9,519,065 
     SPECIALTY FINANCE — 4.5%     
 850,202   MGIC Investment Corp.   23,661,121 
 183,711   Nelnet, Inc., Class A   23,627,072 
         47,288,193 
     TECHNOLOGY HARDWARE — 15.2%     
 229,675   Arrow Electronics, Inc.*   29,014,843 
 140,039   Fabrinet*   46,393,520 
 152,493   InterDigital, Inc.   41,433,873 
 284,230   TD SYNNEX Corp.   42,085,936 
         158,928,172 

 

 

FPA Queens Road Small Cap Value Fund

SCHEDULE OF INVESTMENTS - Continued

As of August 31, 2025 (Unaudited)

 

 

Number
of Shares
      Value 
     COMMON STOCKS (Continued)     
     TECHNOLOGY SERVICES — 2.3%     
 201,610   Science Applications International Corp.  $23,729,497 
     TRANSPORTATION EQUIPMENT — 2.7%     
 539,334   REV Group, Inc.   28,697,962 
     WHOLESALE - DISCRETIONARY — 1.7%     
 677,440   G-III Apparel Group Ltd.*   18,290,880 
     TOTAL COMMON STOCKS     
     (Cost $640,433,870)   937,921,907 
     EXCHANGE-TRADED FUNDS — 4.4%     
 605,802   Vanguard 0-3 Month Treasury Bill ETF   45,804,689 
     TOTAL EXCHANGE-TRADED FUNDS     
     (Cost $45,682,494)   45,804,689 
     SHORT-TERM INVESTMENTS — 6.0%     
     MONEY MARKET INVESTMENTS — 6.0%     
 62,300,025   Morgan Stanley Institutional Liquidity Treasury Portfolio - Institutional Class, 4.08%(b)   62,300,025 
     TOTAL SHORT-TERM INVESTMENTS     
     (Cost $62,300,025)   62,300,025 
           
     TOTAL INVESTMENTS — 100.0%     
     (Cost $748,416,389)   1,046,026,621 
     Other Assets in Excess of Liabilities — 0.0%   473,888 
     TOTAL NET ASSETS — 100.0%  $1,046,500,509 

 

ETF – Exchange-Traded Fund

REIT – Real Estate Investment Trust

 

*Non-income producing security.
(a) Restricted securities. These restricted securities, most of which are considered liquid by the Adviser, are not registered and may not be sold to the public. There are legal and/or contractual restrictions on resale. The Fund does not have the right to demand that such securities be registered. The values of these securities are determined by valuations provided by pricing services, brokers, dealers, market makers, or in good faith under policies adopted by authority of the Fund's Board of Trustees. The total value of these securities is $0, which represents 0.00% of Total Net Assets.
(b) The rate is the annualized seven-day yield at period end.

 

 

FPA Queens Road Small Cap Value Fund

SCHEDULE OF INVESTMENTS - Continued

As of August 31, 2025 (Unaudited)

 

 

Restricted Security  Initial Acquisition Date  Cost   Fair Value   Fair Value as a % of Net Assets 
Equity CommonWealth  6/16/2025  $-   $-    0.00%
      $-   $-    0.00%