v3.26.1
Investments
3 Months Ended
Apr. 04, 2026
Investments  
Investments

Note 2 – Investments

The following is a summary of the estimated fair value of short-term investments classified as trading securities:

April 4,

December 31,

(Millions of dollars)

 

2026

2025

Domestic equity securities (a)

$

720

$

713

Foreign equity securities

155

145

Domestic fixed-income mutual funds

137

136

Foreign fixed-income mutual funds

17

26

Domestic debt securities - other

18

25

Money market funds held in trading accounts

 

3

 

7

Total short-term investments

$

1,050

$

1,052

(a)Includes $387 million and $382 million of equity interests in private funds that hold debt securities as of April 4, 2026 and December 31, 2025, respectively.

The unrealized losses related to trading securities still held at the end of the respective reporting periods were ($5) million and ($12) million for the three months ended April 4, 2026 and March 29, 2025, respectively.