Multi-Select Securities Fund for Puerto Rico Residents

Mid Cap Core Portfolio I

 

 

              

Schedule of Investments

 

   (continued)            June 30, 2026 (Unaudited)  
COMMON STOCKS - 80.96% of net assets applicable to common unitholders  
Shares      Issuer                Value  

Ireland - 2.24% of net assets applicable to common unitholders

 

Measuring, Analytics, & Control Instruments - 2.77% of total investments

 

478

      Steris PLC    $ 100,652  
              
              

 

 

 

Total Ireland (cost $88,431)

         $ 100,652  
              

 

 

 
              

Netherlands - 4.59% of net assets applicable to common unitholders

 

Business Services - 5.67% of total investments

 

1,415

      AerCap Holdings N.V.    $ 206,279  
              
              

 

 

 

Total Netherlands (cost $78,843)

         $ 206,279  
              

 

 

 
              

United States - 74.13% of net assets applicable to common unitholders

 

Amusement and Recreation Services- 3.51% of total investments

 

1,425

      Churchill Downs, Inc.    $ 127,737  
              

Business Services - 3.17% of total investments

 

1,948

     A      Copart, Inc.      54,914  

1,553

      Fidelity National Information Services, Inc      60,381  

Chemicals & Allied - 3.96% of total investments

 

182

      NewMarket Corp.      144,006  

Eating and Drinking Places - 2.09% of total investments

 

257

      Domino’s Pizza, Inc.      76,082  

Electronic & Equipment - 3.18% of total investments

 

202

      Lennox International, Inc.      115,736  

Fabricated Metal Products - 2.79% of total investments

 

1,624

      Ball Corp.      101,338  

Food and Kindred Products - 1.91% of total investments

 

789

     A      Post Holdings, Inc.      69,637  

Furniture & Fixtures - 5.26% of total investments

 

2,442

      Tempur Sealy International, Inc.      191,453  

General Merchandise Store - 5.43% of total investments

 

1,633

     A      Dollar Tree, Inc.      197,511  

Holding & Other Investment Offices- 2.62% of total investments

 

709

     A      CBRE Group, Inc.      95,495  

Insurance Agents, Brokers and Services - 2.90% of total investments

 

1,611

      Moelis & Company      105,392  

Insurance Carriers - 2.96% of total investments

 

581

      Cincinnati Financial Corp.      107,566  

Measuring, Analytics, & Control Instruments - 15.53% of total investments

 

254

     A      Waters Corp.      95,260  

1,582

      Bruker Corporation      95,205  

461

     A      Keysight Technologies, Inc      161,382  

7,846

     A      Avantor, Inc.      77,675  

1,888

     A      The Cooper Companies, Inc.      135,388  

Mining and Quarrying of Nonmetallic Minerals, Except Fuels - 3.36% of total investments

 

414

      Vulcan Materials Company      122,134  

Miscellaneous Manufacturing Industries - 3.92% of total investments

 

889

      Armstrong World Industries, Inc.      142,613  

Motor Freight Transportation and Warehousing - 2.23% of total investments

 

375

      Old Dominion Freight Line, Inc.      81,225  

Non-Depository Credit Institutions - 3.51% of total investments

 

2,782

      Ally Financial, Inc.      127,833  

Personal Services - 2.94% of total investments

 

404

      UniFirst Corp.      106,842  

Primary Metal Industry - 4.12% of total investments

 

629

      M&T Bank Corp.      149,708  

Rubber and Miscellaneous Plastic Products - 7.97% of total investments

 

590

      AptarGroup, Inc.      73,868  

1,202

      Entegris, Inc.      216,192  

Software - 2.31% of total investments

 

524

      Appfolio, Inc.      84,023  

Wholesale Trade-Durable Goods - 5.89% of total investments

        

1,357

      Allison Transmission Holdings, Inc.      152,988  

286

      Pool, Corp.      61,461  
              
              

 

 

 

Total United States (cost $2,631,210)

   $ 3,331,047  
              

 

 

 
              

TOTAL COMMON STOCK (cost $2,798,484)

      $ 3,637,978  
              

 

 

 
              
      Total investments (80.96% of net assets)    $ 3,637,978  
      Other assets less liabilities (19.04% of net assets)      855,435  
              

 

 

 
      Net assets applicable to common unitholders - 100%    $ 4,493,413  
              

 

 

 


Multi-Select Securities Fund for Puerto Rico Residents

Mid Cap Core Portfolio I

 

 

              

Schedule of Investments

 

   (concluded)            June 30, 2026 (Unaudited)  

 

Open Futures          

Issuer

  

Expiration Date

  

Underlying

Notional Amount

at Value

    

Unrealized Appreciation

(Depreciation)

 

Futures Contracts

           

1 Equity Index Contract

      E-Mini S&P Midcap 400 Index    09/18/26    $   388,780      $ 5,090  
              

 

 

 
      The underlying notional amount at value of open long futures contracts is 8.65% of net assets applicable to common unitholders.

 

                                      

 

  A

Non-dividend producing security.