Multi-Select Securities Fund for Puerto Rico Residents

Large Cap Value Portfolio I

 

 

           

Schedule of Investments

 

     June 30, 2026 (Unaudited)  

COMMON STOCKS- 82.10% of net assets applicable to common unitholders Shares

 

Shares           Issuer           Value  

Canada - 1.51% of net assets applicable to common unitholders

     

Electronic & Equipment - 1.84% of total investments

 

1,437

      Restaurant Brands International, Inc.       $ 104,197  
           

 

 

 

Total Canada (cost $105,159)

 

         $ 104,197  
           

 

 

 
           

Ireland - 1.60% of net assets applicable to common unitholders

     

Electronic & Equipment - 1.95% of total investments

 

903

      TE Connectivity, PLC       $ 110,281  
           
           

 

 

 

Total Ireland (cost $82,405)

            $ 110,281  
           

 

 

 
           

Japan - 1.52% of net assets applicable to common unitholders

     

Miscellaneous Manufacturing Industries - 1.85% of total investments

 

10,924

     B      Nintendo Co., Ltd. - Sponsored ADR       $ 104,800  
           
           

 

 

 

Total Japan (cost $132,633)

            $ 104,800  
           

 

 

 
           

United States - 77.47% of net assets applicable to common unitholders

 

Building Materials - 5.41% of total investments

 

686

      Lowe’s Companies, Inc.       $ 151,256  

3,234

      Fastenal Company         155,329  

Business Services - 2.49% of total investments

 

379

      Microsoft Corp.         141,375  

Chemicals & Allied - 7.76% of total investments

 

702

      Air Products and Chemicals, Inc.         205,812  

920

      Johnson & Johnson         233,652  

Communications - 1.14% of total investments

 

850

      Crown Castle International Corp.         64,371  

Electric, Gas, & Sanitary Services - 7.75% of total investments

 

3,952

      Dominion Resources, Inc.         269,882  

794

      Republic Services, Inc.         169,186  

Eating and Drinking Places- 2.47% of total investments

 

1,368

      Starbucks Corp.         139,796  

Electronic & Equipment - 4.61% of total investments

 

876

      Texas Instruments, Inc.         261,109  

Engineering, Accounting, Research, Management, and Related Services - 1.65% of total investments

 

950

      Paychex, Inc.         93,414  

Industrial & Commercial Machinery & Computer Equipment - 14.30% of total investments

 

2,149

      Cisco Systems, Inc.         252,422  

1,043

      Apple, Inc.         301,802  

360

      Cummins, Inc.         256,756  

Insurance Carriers - 14.58% of total investments

 

478

     A      Berkshire Hathaway, Inc.         239,186  

734

      Cincinnati Financial Corp.         135,893  

778

      The Progressive Corporation         169,954  

315

      Chubb Limited         107,333  

419

      UnitedHealth Group Incorporated         174,149  

Measuring, Analytics, & Control Instruments - 2.24% of total investments

 

249

      Northrop Grumman Corp.         126,818  

Petroleum Refining & Related Industries - 3.23% of total investments

 

1,104

      Chevron Corp.         182,999  

Primary Metal Industries- 8.28% of total investments

 

1,838

      Corning, Inc.         469,480  

Railroad Transportation - 4.84% of total investments

 

872

      Norfolk Southern Corp.         274,322  

Security & Commodity Brokers, Dealers, Exchanges and Services - 6.86% of total investments

 

207

      BlackRock, Inc.         199,043  

2,055

      The Charles Schwab Corp.         189,615  

Tobacco Products - 6.75% of total investments

 

1,905

      Altria Group, Inc.         137,065  

1,357

      Phillip Morris International, Inc.         245,495  
           
           

 

 

 

Total United States (cost $2,837,094)

      $ 5,347,514  
           

 

 

 
           
           

 

 

 

TOTAL COMMON STOCKS (cost $3,157,291)

      $ 5,666,791  
           

 

 

 
      Total investments (82.10% of net assets)       $ 5,666,791  
      Other assets less liabilities (17.90% of net assets)         1,235,388  
           

 

 

 
      Net assets applicable to common unitholders - 100%       $ 6,902,179  
           

 

 

 

 

Open Futures        Issuer    Expiration Date   

Underlying

Notional Amount
at Value

     Unrealized Appreciation
(Depreciation)
 

Futures Contracts

     

5 Equity Index Contracts

   Russell 1000 Mini Index    09/18/26    $ 600,200      $ (3,100
           

 

 

 
   The underlying notional amount at value of open long futures contracts is 8.70% of net assets applicable to common unitholders.

 

  

A   Non-dividend producing security.

 

B   A Sponsored ADR is an American Depository Receipt (“ADR”) that is issued through the cooperation of the company whose stock will be the underlying asset.