Pursuit Asset-Based Income Fund

Schedule of Investments

As of June 30, 2026 (Unaudited)

 

 

   Coupon Rate (%)   Maturity   Original
Acquisition Date
   Principal Amount   Cost   Value 
Private Investments - 73.5%(1),(2)                  
Construction & Manufacturing - 5.1%                  
MEG1 SMB Financing 2025-2 001   15.5%    5/29/2027    12/22/2025   $2,500,000   $2,500,000   $2,500,000 
                               
Consumer Credit - 3.9%                              
STP Mixed Advances Sr. 2026-1   19.0%    10/30/2026    2/2/2026    600,000    600,000    600,000 
STP Mixed Advances Sr. 2026-2   19.0%    11/25/2026    2/27/2026    300,000    300,000    300,000 
STP Mixed Advances Sr. 2026-6   19.5%    2/28/2027    6/5/2026    1,000,000    1,000,000    1,000,000 
                             1,900,000 
Earned Wage Access - 5.1%                              
BNI Earned Wage Access Sr. 2025-1   14.0%    10/31/2026    10/31/2025    2,500,000    2,500,000    2,500,000 
E-Commerce - 0.6%                              
LND E-Commerce Financing Sr. 2025-1   14.3%    5/5/2027    5/7/2025    295,633    295,633    295,633 
Healthcare Receivables - 3.0%                              
GFN Receivables Jr. 2025-2   15.8%    8/11/2026    8/11/2025    212,317    212,317    212,317 
GFN Receivables Jr. 2025-3   15.8%    8/29/2026    8/29/2025    1,262,500    1,262,500    1,262,500 
VRD Receivables Sr. 2025-1(3)   16.0%    3/5/2027    9/5/2025    22,142    22,142    22,142 
                             1,496,959 
Invoice Factoring - 7.5%                              
CAP SMB Financing Sr. 2025-2   15.0%    4/30/2027    10/31/2025    2,750,000    2,750,000    2,750,000 
FTL Receivables Sr. 2026-2   16.0%    3/5/2027    6/3/2026    752,000    752,000    752,000 
MSE Receivables Financing Jr. 2025-2   15.8%    11/14/2026    11/14/2025    176,000    176,000    176,000 
                             3,678,000 
Litigation Financing - 19.5%                              
FEN Litigation Funding Sr. 2024-1   14.1%    12/16/2026    12/16/2024    31,715    31,714    31,714 
FEN Litigation Funding Sr. 2025-1   14.0%    3/16/2027    3/31/2025    402,406    402,406    402,406 
FEN Litigation Funding Sr. 2025-2   14.0%    6/16/2027    6/23/2025    113,888    113,888    113,888 
FEN Litigation Funding Sr. 2025-3   14.0%    7/16/2027    8/1/2025    322,548    322,548    322,548 
FEN Litigation Funding Sr. 2025-4   14.0%    10/16/2027    10/22/2025    719,676    719,676    719,676 
FEN Litigation Funding Sr. 2026-2   18.0%    3/16/2028    3/16/2026    545,507    545,507    545,507 
HLF Litigation Funding Sr. 2025-1   13.0%    1/18/2027    7/18/2025    760,679    760,679    760,679 
HLF Litigation Funding Sr. 2025-2   13.0%    3/26/2027    9/22/2025    350,000    350,000    350,000 
MUS2 Litigation Finance 2025-3 001(3)   17.0%    11/26/2027    12/11/2025    2,395,684    2,395,684    2,395,684 
NER Litigation Funding Sr. 2024-1   14.1%    12/31/2026    12/31/2024    1,961,615    1,961,615    1,961,615 
NER Litigation Funding Sr. 2025-1   15.0%    2/28/2027    2/28/2025    882,727    882,727    882,727 
NER Litigation Funding Sr. 2025-2   17.0%    3/27/2027    3/31/2025    1,078,888    1,078,888    1,078,888 
                             9,565,332 
Merchant Financing - 15.1%                              
FDA1 SMB Financing 2026-1   14.0%    3/26/2027    6/24/2026    917,939    917,938    917,938 
FIJ SMB Financing Sr. 2026-2   17.0%    6/30/2027    3/31/2026    470,000    470,000    470,000 
FUN1 SMB Financing 2026-1 001   14.0%    12/25/2026    3/27/2026    110,000    110,000    110,000 
NEX SMB Financing 2026-2   16.5%    12/1/2027    3/31/2026    3,728,658    3,728,658    3,728,658 
ORV SMB Financing SR. 2026-1   15.0%    3/12/2027    3/12/2026    2,200,000    2,200,000    2,200,000 
                             7,426,596 
Royalties - 0.0%                              
FAT Brands Royalty I Jr. 2025-1(4)   17.0%    7/25/2026    4/23/2025    738,402    738,402    - 
FAT Brands Royalty I Jr. 2025-3(4)   17.0%    7/25/2026    6/26/2025    692,784    692,784    - 
FAT Brands Royalty I Jr. 2025-4(4)   17.0%    7/25/2026    7/29/2025    497,423    497,423    - 
FAT Brands Royalty I Jr. 2025-5(4)   17.0%    7/25/2026    8/29/2025    456,671    456,671    - 
FAT Brands Royalty I Jr. 2025-6(4)   20.0%    7/25/2026    11/6/2025    750,000    750,000    - 
FAT Whole Business Securitization Jr. 2024-1(4)   16.9%    7/25/2026    10/31/2024    1,128,889    1,128,890    - 
FAT Whole Business Securitization Jr. 2024-2(4)   16.9%    7/25/2026    11/4/2024    97,959    97,959    - 
FAT Whole Business Securitization Jr. 2024-3(4)   16.9%    7/25/2026    12/2/2024    580,507    580,507    - 
FAT Whole Business Securitization Jr. 2024-6(4)   18.7%    7/25/2026    12/27/2024    1,477,086    1,477,086    - 
FAT Whole Business Securitization Jr. 2025-1(4)   16.9%    7/25/2026    1/24/2025    633,925    633,925    - 
                             - 

 

Pursuit Asset-Based Income Fund

Schedule of Investments - Continued

As of June 30, 2026 (Unaudited)

 

 

   Coupon Rate (%)   Maturity   Original
Acquisition Date
   Principal Amount   Cost   Value 
Private Investments - 73.5%(1),(2)                  
SMB Financing - 3.0%                  
TSM SMB Financing Sr. 2026-1   16.0%    2/24/2028    2/25/2026   $1,249,085   $1,249,085   $1,249,085 
TSM SMB Financing Sr. 2026-1   19.0%    2/24/2028    2/25/2026    231,781    231,781    231,781 
                             1,480,866 
Supply Chain Finance - 3.0%                              
QTX SMB Financing Jr. 2025-3   15.5%    9/30/2026    3/31/2025    1,000,000    1,000,000    758,726 
QTX SMB Financing Jr. 2025-4   15.5%    2/26/2027    8/26/2025    668,769    668,769    507,412 
QTX SMB Financing Jr. 2026-1   15.5%    7/30/2027    2/6/2026    242,000    242,000    183,612 
                             1,449,750 
Working Capital Financing - 7.7%                              
IHC Working Capital Financing Jr. 2025-1   13.5%    12/31/2026    2/28/2025    325,000    325,000    325,000 
IHC Working Capital Financing Jr. 2025-2   14.0%    11/25/2026    11/17/2025    900,000    900,000    900,000 
WSF SMB Financing Jr. 2025-1   13.5%    5/30/2027    6/5/2025    2,079,869    2,079,869    2,079,869 
WSF SMB Financing Jr. 2025-2   13.5%    7/2/2027    7/9/2025    500,000    500,000    500,000 
                             3,804,869 
Total Private Investments (Cost $43,612,671)                            36,098,005 
                               
                             
Credit Facilities - 32.4%(1),(2)                              
Sports & Media Rights - 10.0%                              
RHG1 Athlete Loans Sr. 2025-1(5)   15.0%    10/8/2027    10/10/2025    1,150,000    1,169,961    1,169,961 
RHG10 Athlete Loans Sr. 2026-1(5)   15.0%    10/8/2027    5/27/2026    213,400    211,366    211,366 
RHG11 Athlete Loans Sr. 2026-1(5)   15.0%    10/8/2027    6/9/2026    725,000    725,000    725,000 
RHG3 Athlete Loans Sr. 2025-1(5)   15.0%    10/8/2027    12/1/2025    302,926    301,083    301,083 
RHG4 Athlete Loans Sr. 2025-1(5)   15.0%    10/8/2027    12/12/2025    244,269    242,571    242,571 
RHG5 Athlete Loans Sr. 2025-1(5)   15.0%    10/8/2027    12/23/2025    107,462    106,692    106,692 
RHG6 Athlete Loans Sr. 2026-1(5)   15.3%    10/8/2027    2/10/2026    1,052,500    1,047,110    1,047,110 
RHG7 Athlete Loans Sr. 2026-1(5)   15.0%    10/8/2027    3/2/2026    242,500    240,561    240,561 
RHG8 Athlete Loans Sr. 2026-1(5)   15.0%    10/8/2027    3/30/2026    679,000    673,155    673,155 
RHG9 Athlete Loans Sr. 2026-1(5)   15.0%    10/8/2027    4/10/2026    185,461    183,816    183,816 
                             4,901,315 
Trade Financing - 22.4%                              
BAM Receivable Financing Jr. 2025-1   13.0%    10/16/2030    10/10/2025    3,000,000    3,026,882    3,026,882 
BAM Receivable Financing Jr. 2025-2   13.0%    10/16/2030    11/21/2025    2,000,000    2,000,000    2,000,000 
BAM Receivable Financing Jr. 2025-3   12.5%    10/16/2030    12/9/2025    1,500,000    1,500,000    1,500,000 
BAM Receivable Financing Jr. 2026-1   12.5%    10/16/2030    2/2/2026    500,000    500,000    500,000 
BAM Receivable Financing Jr. 2026-2   12.5%    10/16/2030    2/27/2026    1,000,000    1,000,000    1,000,000 
BAM Receivable Financing Jr. 2026-3   12.5%    10/16/2030    3/6/2026    1,000,000    1,000,000    1,000,000 
BAM Receivable Financing Jr. 2026-4   12.5%    10/16/2030    3/12/2026    500,000    500,000    500,000 
BAM Receivable Financing Jr. 2026-5   12.5%    10/16/2030    3/17/2026    500,000    500,000    500,000 
BAM Receivable Financing Jr. 2026-6   12.5%    10/16/2030    3/31/2026    1,000,000    1,000,000    1,000,000 
                             11,026,882 
Total Credit Facilities (Cost $15,928,197)                            15,928,197 
                               
                             
Short-Term Investment - 3.4%                              
Money Market Fund - 3.4%                              
Fidelity Investments Government Portfolio Fund - Class III, 3.23%(6)                           $1,666,580 
Total Short-Term Investment (Cost $1,666,580)                           $1,666,580 
                            
                               
Total Investments (Cost $61,207,448) – 109.3%                           $53,692,782 
                            
Liabilities in excess of other assets - (9.3)%                            (4,586,442)
Net Assets - 100.0%                           $49,106,340 

 

 

(1) All Investments in Private Investments and Credit Facilities are Level 3 securities fair valued using significant unobservable inputs.
(2) All Investments in Private Investments and Credit Facilities are restricted securities. The total value of these securities is $52,026,202, which represents 105.9% of total net assets of the Fund.
(3) Payment-in-kind (PIK) security which may pay interest in the form of additional principal amount.
(4) An affiliate of Issuer filed for bankruptcy on January 26, 2026. Security is defaulted. 

(5) Investment is a portion of a multi-draw term loan. As of June 30, 2026, the Fund has an unfunded commitment (subject to its sole discretion) related to this issuer. 
(6) Represents the 7-day effective yield as of June 30, 2026.