BLUE CURRENT GLOBAL DIVIDEND FUND
SCHEDULE OF INVESTMENTS
May 31, 2026 (Unaudited)
 
COMMON STOCKS - 94.9% Shares Value
Communications - 1.1%    
Telecommunications - 1.1%    
Singapore Telecommunications Ltd. 300,000   $ 1,021,183  
       
Consumer Discretionary - 2.0%    
Retail - Discretionary - 2.0%    
Dick's Sporting Goods, Inc. 8,700   1,979,859  
       
Consumer Staples - 14.7%    
Beverages - 7.8%    
Coca-Cola Company (The) 37,635   2,973,541  
Coca-Cola Europacific Partners plc 28,730   2,605,524  
Constellation Brands, Inc. - Class A 15,000   2,082,300  
        7,661,365  
Food - 2.4%    
Danone S.A. 32,500   2,311,664  
       
Household Products - 2.4%    
Unilever plc - ADR 42,455   2,396,585  
       
Retail - Consumer Staples - 2.1%    
Walmart, Inc. 17,350   2,008,262  
       
Energy - 7.3%    
Oil & Gas Producers - 5.9%    
Shell plc - ADR 31,400   2,641,368  
Targa Resources Corporation 12,160   3,101,651  
        5,743,019  
Oil & Gas Storage & Transportation - 1.4%    
Enbridge, Inc. 25,500   1,395,870  
       
Financials - 22.9%    
Banking - 17.5%    
BNP Paribas S.A. 18,800   2,027,306  
DBS Group Holdings Ltd. - ADR 14,294   2,803,339  
Deutsche Bank AG 65,000   2,107,165  
 
 

 

BLUE CURRENT GLOBAL DIVIDEND FUND
SCHEDULE OF INVESTMENTS (Continued)
 
COMMON STOCKS - 94.9% (Continued) Shares Value
Financials - 22.9% (Continued)    
Banking - 17.5% (Continued)    
JPMorgan Chase & Company 8,711   $ 2,607,289  
Mitsubishi UFJ Financial Group, Inc. - ADR 152,000   2,843,920  
National Bank of Canada 17,600   2,570,478  
Truist Financial Corporation 43,000   2,073,030  
        17,032,527  
Institutional Financial Services - 3.6%    
Morgan Stanley 17,100   3,556,800  
       
Insurance - 1.8%    
Allianz SE - ADR 9,200   407,468  
Allianz SE 3,000   1,329,994  
        1,737,462  
Health Care - 10.4%    
Biotech & Pharma - 10.4%    
AstraZeneca plc 12,300   2,283,741  
Johnson & Johnson 12,762   2,875,661  
Roche Holding AG - ADR 28,500   1,493,400  
Sandoz Group AG 41,100   3,457,236  
        10,110,038  
Industrials - 14.3%    
Aerospace & Defense - 4.4%    
RTX Corporation 12,795   2,298,750  
Thales S.A. 7,200   2,020,850  
        4,319,600  
Diversified Industrials - 5.6%    
Hitachi Ltd. - ADR 80,000   2,596,000  
Siemens AG 9,300   2,917,078  
        5,513,078  
Electrical Equipment - 1.9%    
Schneider Electric SE 5,800   1,822,403  
       
Transportation & Logistics - 2.4%    
FedEx Corporation 5,600   2,305,800  
       
 
 

 

BLUE CURRENT GLOBAL DIVIDEND FUND
SCHEDULE OF INVESTMENTS (Continued)
 
COMMON STOCKS - 94.9% (Continued) Shares Value
Materials - 2.3%    
Metals & Mining - 2.3%    
Rio Tinto plc - ADR 21,300   $ 2,266,107  
       
Real Estate - 4.6%    
REITs - 4.6%    
Highwoods Properties, Inc. 56,000   1,461,600  
Ventas, Inc. 36,000   3,039,120  
        4,500,720  
Technology - 15.3%    
Semiconductors - 10.4%    
Broadcom, Inc. 9,450   4,221,976  
QUALCOMM, Inc. 12,584   3,158,836  
Taiwan Semiconductor Manufacturing Company Ltd. - ADR 6,700   2,803,615  
        10,184,427  
Software - 2.9%    
Microsoft Corporation 6,220   2,800,493  
       
Technology Hardware - 2.0%    
Hewlett Packard Enterprise Company 45,000   1,936,800  
       
Total Common Stocks (Cost $53,531,187) $ 92,604,062  
       
 
 

 

BLUE CURRENT GLOBAL DIVIDEND FUND
SCHEDULE OF INVESTMENTS (Continued)
         
MONEY MARKET FUNDS - 4.8% Shares Value
First American Government Obligations Fund -
 Class Z, 3.51% (a) (Cost $4,638,124)
4,638,124   $ 4,638,124  
         
Investments at Value - 99.7% (Cost $58,169,311) $ 97,242,186  
       
Other Assets in Excess of Liabilities - 0.3% 331,910  
       
Net Assets - 100.0% $ 97,574,096  
 

 

 

 

ADR - American Depositary Receipt
AG - Aktiengesellschaft
plc - Public Limited Company
S.A. - Societe Anonyme
SE - Societe Europaea
 

 

 

 

(a) The rate shown is the 7-day effective yield as of May 31, 2026.

 

 

 

 

 

 

 
 

 

 

BLUE CURRENT GLOBAL DIVIDEND FUND
SUMMARY OF COMMON STOCKS BY COUNTRY
May 31, 2026 (Unaudited)
 
Country Value % of Net Assets
United States $   44,481,768   45 .6%
United Kingdom 12,193,325   12 .5%
France 8,182,223   8 .4%
Germany 6,761,705   6 .9%
Japan 5,439,920   5 .6%
Switzerland 4,950,636   5 .1%
Canada 3,966,348   4 .0%
Singapore 3,824,522   3 .9%
Taiwan Province of China 2,803,615   2 .9%
  $ 92,604,062   94 .9%