XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
COLLATERALIZED LOAN OBLIGATIONS DEBT - 27.56%(a)(b)             
Anchorage Capital CLO 6 Ltd.  3M SOFR + 6.15%  07/22/2038  $1,765,000   $1,745,270 
Anchorage Capital CLO 15 Ltd.  3M SOFR + 6.05%  07/20/2038   2,000,000    2,001,137 
Anchorage Capital CLO 20 Ltd.  3M SOFR + 7.00%  01/20/2035   1,500,000    1,341,402 
Anchorage Capital CLO 21 Ltd.  3M SOFR + 6.25%  10/20/2034   2,000,000    1,855,384 
Anchorage Capital CLO 37 Ltd.  3M SOFR + 5.90%  04/20/2039   975,000    978,834 
Apidos CLO XLV Ltd.  3M SOFR + 5.15%  07/26/2038   500,000    500,233 
Apidos CLO XXXV  3M SOFR + 5.00%  07/20/2039   1,000,000    999,994 
Apidos Loan Fund 2024-1 Ltd.  3M SOFR + 4.75%  10/25/2038   750,000    749,994 
Ares XLIV CLO Ltd.  3M SOFR + 6.25%  04/15/2034   1,000,000    943,701 
Barings CLO Ltd. 2025-IV  3M SOFR + 5.00%  10/15/2040   1,600,000    1,587,795 
Benefit Street Partners CLO Ltd.  3M SOFR + 4.75%  04/20/2038   1,288,000    1,260,116 
Benefit Street Partners CLO XVII Ltd.  3M SOFR + 6.15%  10/15/2037   2,100,000    2,093,461 
Benefit Street Partners CLO XXIX Ltd.  3M SOFR + 4.60%  01/25/2038   1,750,000    1,703,497 
Benefit Street Partners CLO XXV Ltd.  3M SOFR + 4.60%  01/15/2035   480,000    469,628 
Benefit Street Partners CLO XXVIII Ltd.  3M SOFR + 5.40%  10/20/2037   2,250,000    2,200,315 
Benefit Street Partners CLO XXXII Ltd.  3M SOFR + 4.70%  10/25/2038   2,400,000    2,338,764 
Birch Grove CLO 14 Ltd.  3M SOFR + 5.35%  07/22/2039   1,250,000    1,250,000 
Canyon CLO 2020-2 Ltd.  3M SOFR + 5.75%  10/15/2034   1,500,000    1,298,319 
Canyon CLO 2025-2 Ltd.  3M SOFR + 5.25%  10/15/2038   2,000,000    1,985,072 
Carlyle US CLO 2023-2 Ltd.  3M SOFR + 5.75%  07/20/2038   2,000,000    1,940,567 
Carlyle US CLO 2024-5 Ltd.  3M SOFR + 5.65%  10/25/2036   1,500,000    1,501,200 
Carlyle US CLO 2025-2 Ltd.  3M SOFR + 6.75%  07/25/2038   845,000    859,219 
Carlyle US CLO 2026-3 Ltd.  3M SOFR + 6.00%  04/15/2039   1,500,000    1,531,636 
CBAM 2018-8 Ltd.  3M SOFR + 6.37%  07/15/2037   1,000,000    990,086 
CIFC Funding 2019-III Ltd.  3M SOFR + 5.00%  01/16/2038   2,750,000    2,726,431 
CIFC Funding 2019-V Ltd.  3M SOFR + 4.90%  10/15/2038   1,000,000    983,779 
CIFC Funding 2019-VI Ltd.  3M SOFR + 6.25%  07/16/2037   700,000    679,097 
CIFC Funding 2022-I Ltd.  3M SOFR + 5.35%  07/17/2041   1,985,000    1,985,000 
CIFC Funding 2022-I Ltd.  3M SOFR + 6.40%  04/17/2035   2,000,000    1,975,925 
CIFC Funding 2022-III Ltd.  3M SOFR + 6.50%  04/21/2035   850,000    841,765 
CIFC Funding 2025-VI Ltd.  3M SOFR + 4.75%  10/23/2038   625,000    620,360 
Clover CLO 2021-3 LLC  3M SOFR + 4.90%  01/25/2035   2,000,000    1,929,616 
Diameter Capital CLO 4 Ltd.  3M SOFR + 4.55%  01/15/2039   600,000    589,177 
Diameter Capital CLO 5 Ltd.  3M SOFR + 4.85%  01/15/2039   1,500,000    1,472,092 
Diameter Capital CLO 6 Ltd.  3M SOFR + 6.00%  04/15/2039   1,250,000    1,270,098 
Dryden 87 CLO Ltd.  3M SOFR + 6.35%  08/20/2038   1,000,000    991,905 
Elmwood CLO 25 Ltd.  3M SOFR + 5.25%  04/17/2037   2,000,000    1,956,295 
Elmwood CLO 46 Ltd.  3M SOFR + 5.00%  01/17/2039   2,000,000    2,002,485 
Garnet CLO 2 Ltd.  3M SOFR + 5.25%  10/20/2038   730,000    726,150 
Garnet CLO 3 Ltd.  3M SOFR + 4.95%  10/20/2038   1,500,000    1,484,872 
Garnet CLO 4 Ltd.  3M SOFR + 5.00%  01/20/2039   1,500,000    1,485,331 
Goldentree Loan Management US CLO 12 Ltd.  3M SOFR + 5.70%  07/20/2037   1,200,000    1,197,827 
KKR CLO 60 Ltd.  3M SOFR + 6.10%  01/15/2038   1,325,000    1,327,024 
Madison Park Funding LX Ltd.  3M SOFR + 6.50%  10/25/2037   1,250,000    1,095,571 
Madison Park Funding XXXIX Ltd.  3M SOFR + 6.25%  10/22/2034   1,500,000    1,190,242 
Madison Park Funding XXXVII Ltd.  3M SOFR + 6.60%  04/15/2037   750,000    670,063 
Magnetite XXIV Ltd.  3M SOFR + 6.40%  04/15/2035   500,000    497,603 
Neuberger Berman CLO 32R Ltd.  3M SOFR + 5.15%  07/20/2039   1,500,000    1,491,815 
Neuberger Berman Loan Advisers CLO 27 Ltd.  3M SOFR + 6.75%  07/15/2038   2,000,000    1,954,672 
Neuberger Berman Loan Advisers CLO 40 Ltd.  3M SOFR + 5.15%  10/16/2037   2,170,000    2,131,623 
Neuberger Berman Loan Advisers CLO 41 Ltd.  3M SOFR + 5.75%  04/15/2034   1,250,000    1,181,237 
Neuberger Berman Loan Advisers CLO 57 Ltd.  3M SOFR + 5.50%  10/24/2038   1,875,000    1,870,075 
Neuberger Berman Loan Advisers CLO 61 Ltd.  3M SOFR + 4.90%  07/17/2039   720,000    718,971 
Oaktree CLO 2019-3 Ltd.  3M SOFR + 6.75%  01/20/2038   750,000    739,410 
Oaktree CLO 2022-3 Ltd.  3M SOFR + 6.50%  10/15/2037   2,000,000    1,984,765 
Oaktree CLO 2023-1 Ltd.  3M SOFR + 7.50%  04/15/2038   500,000    501,225 
Oaktree CLO 2024-26 Ltd.  3M SOFR + 6.34%  04/20/2039   666,000    665,936 
OHA Credit Funding 5 Ltd.  3M SOFR + 5.40%  10/18/2037   1,000,000    966,263 
OHA Credit Funding 9 Ltd.  3M SOFR + 5.50%  10/19/2037   1,000,000    960,865 
Rad CLO 10 Ltd.  3M SOFR + 5.85%  04/23/2034   2,000,000    1,908,206 
Rad CLO 11 Ltd.  3M SOFR + 6.25%  04/15/2034   1,300,000    1,272,002 
Regatta 33 Funding Ltd.  3M SOFR + 6.65%  07/25/2038   770,000    782,088 

 

1

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
COLLATERALIZED LOAN OBLIGATIONS DEBT - 27.56%(a)(b)(Continued)             
Regatta 34 Funding Ltd.  3M SOFR + 6.50%  07/20/2038  $2,000,000   $2,044,797 
Regatta XII Funding Ltd.  3M SOFR + 6.90%  10/15/2037   1,500,000    1,456,293 
Regatta XIX Funding Ltd.  3M SOFR + 5.25%  10/20/2038   750,000    723,799 
Regatta XXIV Funding Ltd.  3M SOFR + 5.15%  01/20/2038   1,000,000    934,997 
Regatta XXIX Funding Ltd.  3M SOFR + 5.85%  09/06/2037   375,000    366,316 
RR 19 Ltd.  3M SOFR + 4.70%  04/15/2040   500,000    497,124 
Shackleton 2019-XIV CLO Ltd.  3M SOFR + 5.90%  07/20/2034   1,000,000    964,998 
Sound Point CLO XVIII Ltd.  3M SOFR + 5.50%  01/21/2031   500,000    272,758 
Symphony CLO XXI Ltd.  3M SOFR + 6.60%  07/15/2032   1,000,000    928,302 
Texas Debt Capital CLO 2024-I Ltd.  3M SOFR + 5.40%  07/22/2039   1,250,000    1,250,000 
Trestles CLO II, Ltd.  3M SOFR + 5.25%  07/15/2039   1,500,000    1,499,750 
Trestles CLO IV, Ltd.  3M SOFR + 5.25%  10/30/2038   1,500,000    1,483,742 
Voya CLO 2024-1 Ltd.  3M SOFR + 5.25%  07/15/2039   795,000    795,000 
TOTAL COLLATERALIZED LOAN OBLIGATIONS DEBT (Cost $98,561,233)              96,171,361 

 

   Estimated Yield  Maturity Date  Principal Amount   Value 
COLLATERALIZED LOAN OBLIGATIONS EQUITY - 63.12%(a)(c)           
AIMCO CLO 16 Ltd.  9.00%  07/17/2037  $2,146,551   $1,180,603 
ALM 2020 Ltd.(d)  N/A  10/15/2029   5,000,000    500 
Anchorage Capital CLO 7 Ltd.  23.13%  01/28/2031   1,750,000    360,535 
Anchorage Capital CLO 13 LLC  7.14%  04/15/2034   7,000,000    2,136,330 
Anchorage Capital CLO 16 Ltd.  8.32%  01/19/2038   3,305,720    1,077,797 
Anchorage Capital CLO 1-R Ltd.(d)  N/A  04/13/2031   4,150,000    19,084 
Anchorage Capital CLO 3-R Ltd.(d)  N/A  01/28/2031   1,400,000    2,982 
Apidos CLO XLIX Ltd  14.66%  10/24/2037   10,000,000    5,169,900 
Apidos CLO XLVIII Ltd.  6.42%  07/25/2037   9,000,000    5,376,780 
Apidos CLO XXVII(d)  N/A  07/17/2030   1,300,000    6,383 
Ares LIX CLO Ltd.  8.90%  04/25/2034   3,500,000    857,640 
Ares LVIII CLO Ltd.  9.02%  04/15/2038   12,425,000    4,098,138 
Ares XLIV CLO Ltd.  7.93%  04/15/2034   6,288,428    752,158 
Ballyrock CLO 19 Ltd.  6.48%  04/20/2035   4,200,000    1,153,320 
Benefit Street Partners CLO XII-B Ltd.  10.84%  10/15/2030   4,500,000    2,702,385 
Benefit Street Partners CLO XXV Ltd.  18.05%  01/15/2035   5,250,000    2,717,925 
Benefit Street Partners CLO XXVII Ltd.  12.34%  10/20/2037   2,250,000    1,647,787 
Benefit Street Partners CLO XXXIV Ltd.  7.95%  07/25/2037   4,700,000    2,683,888 
Benefit Street Partners CLO XXXVI Ltd.  9.87%  01/25/2038   2,560,000    1,525,069 
Benefit Street Partners CLO XXXVIII Ltd.  19.31%  01/25/2038   6,400,000    4,265,984 
Carlyle US CLO 2019-4, Ltd.  16.10%  04/15/2035   9,556,500    6,116,160 
Carlyle US CLO 2021-10 Ltd.  16.15%  01/20/2038   14,549,815    4,253,202 
Carlyle US CLO 2021-2 Ltd.  14.06%  04/20/2038   2,530,000    1,112,972 
Carlyle US CLO 2021-4 Ltd.(d)  N/A  04/20/2034   1,000,000    15,000 
Carlyle US CLO 2022-2 Ltd.  13.57%  01/20/2038   4,391,000    1,560,913 
Carlyle US CLO 2023-2 Ltd.  13.89%  07/20/2036   4,534,341    2,161,294 
CIFC Funding 2017-III Ltd.  2.72%  07/20/2030   1,400,000    316,008 
CIFC Funding 2017-V Ltd.  5.50%  07/17/2037   6,500,000    1,741,805 
CIFC Funding 2018-I Ltd.  8.29%  04/18/2031   10,250,000    2,603,397 
CIFC Funding 2018-II Ltd.  13.52%  10/20/2037   5,100,000    1,577,379 
CIFC Funding 2018-V Ltd.  6.61%  07/15/2038   5,298,000    1,800,790 
CIFC Funding 2019-III Ltd.  10.60%  01/16/2038   840,000    484,680 
CIFC Funding 2019-V Ltd.  15.37%  10/15/2038   8,279,438    4,358,379 
CIFC Funding 2019-V Ltd.  9.45%  10/15/2038   2,500,000    1,316,025 
CIFC Funding 2020-II Ltd.  13.07%  04/16/2039   1,806,500    795,420 
CIFC Funding 2021-II Ltd.  11.24%  04/15/2034   7,705,900    3,292,731 
CIFC Funding 2021-V Ltd.  14.73%  01/15/2038   10,086,431    5,069,440 
CIFC Funding 2022-IV Ltd.  9.29%  07/16/2035   2,500,000    1,257,750 
CIFC Funding 2023-III Ltd.  19.12%  01/20/2039   3,500,000    2,276,785 
Clover CLO 2019-1 Ltd.  12.24%  04/18/2035   8,339,200    2,854,842 
Clover CLO 2021-3 LLC  12.08%  01/25/2035   5,500,000    1,826,055 
Diameter Capital CLO 4 Ltd.  17.42%  01/15/2039   840,000    541,439 
Diameter Capital CLO 8 Ltd.  21.24%  10/20/2037   3,760,000    2,454,641 
Diameter Capital CLO 10 Ltd.  18.79%  04/20/2038   3,355,000    2,329,041 
Dryden 87 CLO Ltd.  6.52%  08/20/2038   2,831,400    849,760 
Dryden 123 CLO Ltd.  19.35%  04/15/2038   2,000,000    1,344,220 

 

2

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Estimated Yield  Maturity Date  Principal Amount   Value 
COLLATERALIZED LOAN OBLIGATIONS EQUITY - 63.12%(a)(c)(Continued)             
Galaxy 33 CLO Ltd.  4.05%  04/20/2037  $2,000,000   $939,740 
Generate CLO 3 Ltd.  8.47%  10/20/2036   7,008,000    1,998,121 
Generate CLO 12 Ltd.  12.26%  07/20/2036   8,000,000    3,832,000 
Generate CLO 14 Ltd.  3.83%  04/22/2037   8,000,000    3,423,520 
Harmony-Peace Park CLO, Ltd.  10.38%  10/20/2037   5,275,000    2,485,949 
Kennedy Lewis CLO 13 Ltd.  25.39%  01/20/2038   6,000,000    3,148,920 
Madison Park Funding XXIX Ltd.  10.34%  10/18/2047   4,330,700    898,554 
Madison Park Funding XXVIII Ltd.  8.52%  07/15/2030   5,949,336    1,293,981 
Madison Park Funding XXXVII Ltd.  5.67%  04/15/2037   4,648,815    1,220,779 
Neuberger Berman CLO XXI Ltd.  10.84%  01/20/2039   4,425,109    2,029,665 
Neuberger Berman Loan Advisers CLO 47 Ltd.  10.28%  04/14/2035   15,000,000    5,163,600 
Neuberger Berman Loan Advisers CLO 50 Ltd.  10.22%  07/23/2036   6,500,000    2,897,050 
Neuberger Berman Loan Advisers CLO 53 Ltd.  9.92%  10/24/2037   7,325,000    3,862,253 
Neuberger Berman Loan Advisers CLO 54 Ltd.  6.60%  04/23/2038   3,465,000    1,786,519 
Neuberger Berman Loan Advisers CLO 55 Ltd.  7.19%  04/22/2038   5,200,000    2,916,888 
Niagara Park CLO Ltd.  12.80%  07/17/2032   2,648,000    713,821 
NYACK Park CLO Ltd.  10.29%  10/20/2038   1,358,700    424,156 
Oak Hill Credit Partners X-R Ltd.  12.17%  04/20/2038   9,091,692    3,078,447 
Oaktree CLO 2019-3, Ltd.  9.79%  01/20/2038   4,000,000    1,667,320 
Oaktree CLO 2022-3 Ltd.  7.94%  10/15/2037   13,250,000    5,601,172 
OCP CLO 2018-15 Ltd.  11.85%  07/20/2031   6,000,000    1,899,660 
OCP CLO 2020-8R Ltd.  16.42%  10/17/2038   9,296,000    2,442,431 
OCP CLO 2022-24 Ltd.  6.46%  10/20/2037   7,445,299    3,196,341 
OCP CLO 2024-36, Ltd.  6.76%  10/16/2037   11,000,000    6,047,910 
OCP CLO 2024-38 Ltd.  7.40%  01/21/2038   5,000,000    2,787,600 
OHA Credit Partners XI Ltd.  8.29%  04/20/2037   4,003,000    1,770,247 
OHA Credit Partners XII Ltd.  5.47%  04/23/2037   17,269,000    6,660,481 
OHA Credit Partners XIII Ltd.  9.43%  10/21/2034   1,600,000    777,216 
Palmer Square CLO 2024-2 Ltd.  7.04%  07/20/2037   4,000,000    2,215,680 
Rad CLO 12 Ltd.  8.58%  10/30/2034   6,000,000    2,011,320 
Regatta XIX Funding Ltd.  14.79%  04/20/2035   12,102,000    5,677,290 
Regatta XVIII Funding Ltd.  12.66%  01/15/2034   7,175,322    3,217,486 
Regatta XXIV Funding Ltd.  10.30%  01/20/2035   5,000,000    1,888,750 
Regatta XXVII Funding Ltd.  8.09%  04/26/2037   6,737,000    3,213,549 
RR 19 Ltd.  13.32%  10/15/2035   13,108,000    8,113,459 
RR 25 Ltd.  7.61%  10/15/2037   9,780,000    4,683,349 
Sixth Street CLO XVI Ltd.  16.29%  10/20/2032   9,170,000    4,921,997 
Sixth Street CLO XVII Ltd.  10.83%  01/20/2034   1,100,000    523,479 
Sixth Street CLO XXIV Ltd.  5.50%  04/23/2037   7,500,000    3,777,075 
Sixth Street CLO XXV Ltd.  6.24%  07/24/2037   7,000,000    3,447,500 
THL Credit Wind River 2018-2 CLO Ltd.(d)  N/A  07/15/2030   3,031,000    58,347 
THL Credit Wind River 2018-3 CLO Ltd.(d)  N/A  01/20/2031   3,000,000    139,500 
Thompson Park CLO Ltd.  10.37%  04/15/2034   4,000,000    1,100,796 
TICP CLO XV Ltd.  9.81%  04/20/2033   21,000,000    7,523,250 
Unity-Peace Park CLO Ltd.  9.24%  04/20/2035   4,000,000    740,760 
TOTAL COLLATERALIZED LOAN OBLIGATIONS EQUITY
(Cost $331,679,245)
              220,263,244 

 

   Coupon  Maturity Date  Principal Amount   Value 
CORPORATE BONDS - 1.15%(a)              
               
Chemicals - 0.11%              
Herens Holdco S.a.r.l., Senior Secured Bond  4.75%  05/15/2028  $444,000   $388,926 
Diversified Telecommunication Services - 0.14%                
Altice France SA, Senior Secured Bond  6.88%  07/15/2032   508,385    493,085 
Health Care Providers & Services - 0.05%                
LifePoint Health, Inc., Senior Secured Bond  7.00%  05/01/2034   200,000    191,577 
Independent Power/Renewable Electricity Producers - 0.04%                
NRG Energy, Inc., Senior Unsecured Bond  5.88%  05/15/2034   143,000    142,214 
Industrial Conglomerates - 0.13%                
MajorDrive Holdings IV, LLC, Senior Unsecured Bond  6.38%  06/01/2029   545,000    453,297 

 

3

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Coupon  Maturity Date  Principal Amount   Value 
CORPORATE BONDS - 1.15%(a)(Continued)              
               
Insurance - 0.08%              
Asurion LLC and Asurion Co-Issuer, Inc., Senior Unsecured Bond  8.38%  02/01/2034  $309,000   $285,960 
Media - 0.20%                
Gray Media, Inc., Senior Secured Bond  7.25%  08/15/2033   722,000    709,697 
Oil, Gas & Consumable Fuels - 0.03%                
Venture Global LNG, Inc., Senior Secured Bond  6.38%  12/15/2034   96,000    94,338 
Software - 0.24%                
Playtika Holding Corp., Senior Unsecured Bond  4.25%  03/15/2029   381,000    341,183 
UKG, Inc., Senior Secured Bond  6.88%  02/01/2031   500,000    485,715 
               826,898 
Technology Hardware, Storage & Peripherals - 0.01%                
CoreWeave, Inc.  9.63%  07/15/2032   27,000    26,639 
Wireless Telecommunication Services - 0.12%                
Digicel International Finance Ltd., Senior Secured Bond  8.63%  08/01/2032   404,000    416,711 
TOTAL CORPORATE BONDS
(Cost $4,224,016)
              4,029,342 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SECURED SECOND LIEN LOANS - 0.58%(b)                
                 
Diversified Consumer Services - 0.03%                
TruGreen LP, Initial  3M SOFR + 8.76%  11/02/2028  $125,392   $110,972 
Electronic Equipment, Instruments & Components - 0.02%                
Infinite Bidco LLC, Initial  3M SOFR + 7.26%  03/02/2029   69,869    68,516 
Insurance - 0.38%                
Alera Group, Inc., Second Lien Initial  1M SOFR + 5.50%  05/30/2033   750,000    711,878 
Asurion, LLC, New B-4  3M SOFR + 5.51%  01/20/2029   629,844    621,656 
               1,333,534 
Pharmaceuticals - 0.04%                
Alvogen Pharma US, Inc., TL  3M SOFR + 2.50%  03/01/2029   248,472    136,659 
Software - 0.11%                
Kaseya, TL  3M SOFR + 5.00%  03/21/2033   644,172    387,308 
TOTAL SECURED SECOND LIEN LOANS
(Cost $2,444,670)
              2,036,989 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)              
               
Aerospace & Defense - 1.70%              
Arcline FM Holdings, LLC, 2025-1 New  6M SOFR + 2.75%  06/23/2030  $857,027   $859,290 
Modern Aviation FBO Holdings LLC, Initial  1M SOFR + 3.00%  05/16/2033   156,762    156,762 
PennAero, Initial  3M SOFR + 3.25%  03/16/2033   339,888    341,376 
Propulsion (BC) Newco LLC, Initial  3M SOFR + 2.50%  12/01/2032   386,596    387,442 
Signia Aerospace, 2026 Delayed Draw(e)  3M SOFR + 2.50%  12/11/2031   28,643    28,579 
Signia Aerospace, 2026 Initial  3M SOFR + 2.50%  12/11/2031   2,104,570    2,103,265 
Smiths Detection Group, Facility B  1M SOFR + 2.50%  06/02/2033   136,365    136,195 
Transdigm, Inc., Tranche J  1M SOFR + 2.50%  02/28/2031   1,063,859    1,063,986 
Transdigm, Inc., Tranche M  1M SOFR + 2.50%  08/19/2032   169,456    169,477 
Transdigm, Inc., Tranche N  1M SOFR + 2.50%  02/13/2033   689,378    689,268 
               5,935,640 
Air Freight & Logistics - 0.18%                
Brown Group Holding, LLC, 2022 Incremental B-2  3M SOFR + 2.50%  07/01/2031   466,842    467,734 
Lasership, Inc., Tranche B  3M SOFR + 4.76%  08/10/2029   186,820    107,702 
Lasership, Inc., Tranche E  3M SOFR + 7.76%  08/10/2029   512,712    46,785 
               622,221 

 

4

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)(Continued)             
                 
Airlines - 0.10%                
American Airlines, Inc., 2026 Incremental  3M SOFR + 3.00%  05/29/2033  $362,591   $357,758 
Auto Components - 0.65%                
Clarios Global LP, Amendment No. 7  1M SOFR + 2.50%  01/28/2032   1,243,429    1,243,429 
Eagle Recycling Bidco, Inc., Closing Date Initial  1M SOFR + 3.75%  12/17/2032   540,176    540,041 
Holley, Inc., TL  1M SOFR + 3.86%  11/17/2028   493,860    490,526 
               2,273,996 
Automobiles - 1.64%                
American Axle & Manufacturing, Inc., Tranche C  1M SOFR + 3.25%  02/03/2033   992,487    992,070 
Mavis Tire Express Services Topco, Corp., 2026-1 First Lien Incremental  6M SOFR + 3.25%  05/06/2033   578,997    577,995 
RealTruck Group, Inc., First Out  3M SOFR + 5.75%  01/31/2031   65,820    67,183 
RVR Dealership Holdings, LLC, 2026 Term B  3M SOFR + 4.50%  02/26/2033   615,632    593,777 
Tenneco, Inc., Term A  3M SOFR + 4.85%  11/17/2028   1,227,758    1,220,723 
Tenneco, Inc., Term B  3M SOFR + 5.10%  11/17/2028   576,970    574,085 
The Hertz Corp., 2023 Incremental  3M SOFR + 3.75%  06/30/2028   24,691    17,212 
The Hertz Corp., Initial Term B  3M SOFR + 3.76%  06/30/2028   901,027    634,818 
The Hertz Corp., Initial Term C  3M SOFR + 3.76%  06/30/2028   178,277    125,605 
Wand NewCo 3, Inc., Tranche B-2  1M SOFR + 2.50%  01/30/2031   906,774    905,260 
               5,708,728 
Building Products - 3.80%                
ADI Global Distribution, Initial  1M SOFR + 2.75%  06/17/2033   152,913    153,104 
AI Aqua Merger Sub, Inc., 2026 Refinancing Term B  1M SOFR + 2.50%  07/31/2028   2,144,653    2,141,779 
AI Aqua Merger Sub, Inc., Initial Term B  1M SOFR + 2.50%  07/24/2033   877,500    876,517 
American Residential Services, 2025 Refinancing  3M SOFR + 2.75%  02/02/2032   396,000    396,990 
Chariot Buyer LLC, Amendment No. 5 Incremental  1M SOFR + 3.00%  09/08/2032   1,323,952    1,323,647 
Cornerstone Building Brands, Inc., Initial  3M SOFR + 5.63%  08/01/2028   491,094    279,924 
Cornerstone Building Brands, Inc., Tranche B  3M SOFR + 3.35%  04/12/2028   1,238,684    751,881 
Cornerstone Building Brands, Inc., Tranche C  3M SOFR + 4.50%  05/15/2031   294,197    149,452 
Groundworks, LLC, Initial  1M SOFR + 3.00%  03/14/2031   1,511,368    1,503,176 
Hobbs & Associates, LLC, Closing Date  1M SOFR + 2.75%  07/23/2031   922,965    920,658 
Icebox Holdco III, Inc., Initial  3M SOFR + 3.25%  12/22/2031   952,940    954,827 
MI Windows and Doors, LLC, 2024 Incremental  1M SOFR + 2.75%  03/28/2031   92,836    91,505 
TAMKO Building Products, LLC, 2026 Incremental  1M SOFR + 3.00%  09/20/2030   109,391    109,254 
White Cap Buyer, LLC, Tranche C  1M SOFR + 3.25%  10/19/2029   2,881,238    2,874,525 
Wilsonart International, Initial  3M SOFR + 4.25%  08/05/2031   800,610    721,750 
               13,248,989 
Capital Markets - 0.36%                
Hudson River Trading LLC, Term B-2  1M SOFR + 2.50%  03/18/2030   1,267,900    1,258,175 
Chemicals - 2.43%                
Bond US Bidco, Inc., Initial  1M SOFR + 3.50%  05/06/2033   412,590    413,724 
CP Iris Holdco I, Inc. and CP Iris Holdco II, Inc., Delayed Draw(e)  1M SOFR + 4.00%  10/27/2032   65,468    60,874 
CP Iris Holdco I, Inc. and CP Iris Holdco II, Inc., Initial  1M SOFR + 4.00%  10/27/2032   758,501    719,438 
Discovery Purchaser Corp., Initial  3M SOFR + 3.75%  10/04/2029   1,033,492    1,028,325 
Herens Holdco S.a.r.l., Facility B  3M SOFR + 4.03%  07/03/2028   1,373,544    1,298,260 
Ineos Quattro Holdings UK Ltd., 2029 Tranche B  1M SOFR + 4.35%  04/02/2029   337,789    296,832 
Ineos US Finance LLC, 2028 TL  1M SOFR + 2.50%  11/08/2028   501,972    500,717 
Ineos US Finance LLC, 2031 Repriced  1M SOFR + 3.00%  02/07/2031   945,851    836,369 
Ineos US Petrochem LLC, 2030 Tranche B  1M SOFR + 3.85%  03/14/2030   249,357    210,395 
Ineos US Petrochem LLC, 2031 Tranche B  1M SOFR + 4.25%  10/07/2031   93,731    78,442 
Lummus Technology Holdings V LLC, Amendment No. 4 Existing Term B  1M SOFR + 2.50%  12/31/2029   1,058,987    1,043,674 
MSOF Beacon, LLC, Initial  3M SOFR + 2.50%  12/23/2032   125,137    125,294 
Nouryon USA LLC, Repriced 2024 B-1  6M SOFR + 3.25%  04/03/2028   512,733    512,307 
Nouryon USA LLC, Repriced 2024 B-2  6M SOFR + 3.25%  04/03/2028   593,551    592,625 
Wesco Group LLC, Initial Term B  3M SOFR + 3.00%  10/09/2031   188,785    189,140 
Windsor Holdings III, LLC., 2025 Term B  1M SOFR + 2.75%  08/01/2030   566,073    565,365 
               8,471,781 

 

5

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)(Continued)             
                 
Commercial Services & Supplies - 2.57%                
Allied Universal Holdco LLC, Amendment No. 7 Replacement  1M SOFR + 3.25%  08/20/2032  $1,914,271   $1,914,023 
AmSpec Parent, LLC, Amendment No. 2 TL  3M SOFR + 3.00%  12/22/2031   1,203,529    1,204,130 
Ankura Consulting Group LLC, 2024-2 Repricing  3M SOFR + 3.50%  12/29/2031   1,591,599    1,501,674 
Belfor USA Group, Inc., Tranche B-5  1M SOFR + 2.75%  11/01/2030   1,192,114    1,187,143 
Emerald Expositions Holdings, Inc., Closing Date Term B  1M SOFR + 3.50%  06/17/2033   217,738    216,921 
First Advantage Holdings, LLC, Term B-3  3M SOFR + 2.75%  10/31/2031   111,035    109,468 
Garda World Security Corp., Fifteenth Additional TL  3M SOFR + 2.75%  02/01/2029   1,405,749    1,401,883 
Genuine Financial Holdings, LLC, 2025 Replacement  1M SOFR + 3.25%  09/27/2030   1,489,437    1,439,481 
               8,974,723 
Communications Equipment - 0.27%                
Global Tel Link Corp., Initial  1M SOFR + 7.50%  08/06/2029   118,085    119,266 
Gogo Intermediate Holdings LLC, Initial  1M SOFR + 3.86%  04/30/2028   902,764    830,452 
               949,718 
Construction & Engineering - 0.53%                
DG Investment Intermediate Holdings 2, Inc., Closing Date Initial  1M SOFR + 3.25%  07/09/2032   1,843,264    1,845,568 
Construction Materials - 0.59%                
Artera Services, LLC, Tranche C  1M SOFR + 4.50%  02/15/2031   243,647    214,831 
LSF12 Crown US Commercial Bidco LLC, 2026 Refinancing  1M SOFR + 3.00%  12/02/2031   1,498,603    1,501,286 
Tiger Acquisition LLC, Initial  1M SOFR + 2.50%  08/23/2032   344,645    345,434 
               2,061,551 
Containers & Packaging - 1.98%                
Berlin Packaging LLC, 2025 Replacement  3M SOFR + 3.25%  06/07/2031   747,566    743,178 
Clydesdale Acquisition Holdings, Inc., 2025 Incremental Closing Date Term B  1M SOFR + 3.25%  04/01/2032   1,125,511    1,080,254 
Clydesdale Acquisition Holdings, Inc., Term B  1M SOFR + 3.18%  04/13/2029   500,000    490,565 
Pelican Products, Inc., Initial  3M SOFR + 4.51%  12/29/2028   469,159    448,192 
Pregis TopCo LLC, Tenth Amendment  1M SOFR + 3.75%  02/01/2029   217,404    217,908 
Proampac PG Borrower LLC, Initial  3M SOFR + 4.00%  03/07/2033   580,914    570,231 
RLG Holdings, LLC, Closing Date Initial  3M SOFR + 4.51%  07/07/2028   1,308,727    500,588 
Sabert Corp., 2026 Refinancing  1M SOFR + 3.25%  12/10/2028   952,978    955,761 
Sword Purchaser, LLC, Initial  1M SOFR + 4.00%  04/09/2033   1,158,106    1,127,891 
Tricorbraun Holdings, Inc., Closing Date Initial  1M SOFR + 3.25%  03/03/2031   843,694    787,538 
               6,922,106 
Distributors - 0.94%                
Aramsco Parent, Inc., Closing Date Initial  3M SOFR + 4.75%  10/10/2030   383,605    214,819 
BCPE Empire Holdings, Inc., Amendment No. 8 Refinancing  1M SOFR + 3.25%  12/11/2030   2,384,954    2,350,682 
BCPE Empire Holdings, Inc., Amendment No. 10  1M SOFR + 3.50%  12/29/2032   741,972    732,082 
               3,297,583 
Diversified Consumer Services - 2.10%                
AAdvantage Loyalty IP Ltd. and American Airlines, Inc., 2025 Incremental  3M SOFR + 2.75%  05/28/2032   1,070,713    1,070,714 
Anticimex Global AB, Facility B8  3M SOFR + 2.90%  11/17/2031   504,867    505,316 
Sabre GLBL Inc, 2025 Other Term B-1  1M SOFR + 6.35%  07/30/2029   246,741    219,353 
Sabre GLBL Inc, 2025 Other Term B-2  1M SOFR + 6.35%  07/30/2029   147,978    131,578 
Spin Holdco Inc. and Air-Serv Canada, Inc., FL2O  3M SOFR + 4.00%  09/04/2030   2,111,943    1,581,719 
Spin Holdco Inc. and Air-Serv Canada, Inc., Initial FL1O  3M SOFR + 5.43%  09/04/2030   332,590    340,851 
Staples, Inc., Closing Date  3M SOFR + 5.75%  09/04/2029   163,710    151,857 
Stubhub Holdings, Inc., Extended Term B  1M SOFR + 4.75%  03/15/2030   1,191,320    1,197,646 
The Knot Worldwide, Inc., Amendment No. 5  1M SOFR + 3.75%  01/31/2028   861,577    598,003 
Wash Bidco, Inc., Initial  1M SOFR + 3.00%  09/10/2032   546,333    547,016 
WestJet Loyalty LP, Initial  3M SOFR + 2.75%  02/14/2031   1,023,324    990,066 
               7,334,119 
Diversified Financial Services - 4.60%                
Ascensus Holdings, Inc., Amendment No. 4 Replacement  1M SOFR + 3.00%  11/25/2032   1,197,997    1,168,550 
Blackhawk Network Holdings, Inc., Term B-3  1M SOFR + 3.50%  03/12/2029   1,671,833    1,662,437 
Citrin Cooperman Advisors LLC, Initial  3M SOFR + 3.00%  04/01/2032   282,519    274,044 
CoreLogic, Inc., Initial  1M SOFR + 3.61%  06/02/2028   972,563    960,406 
First Eagle Holdings, Inc., Initial  3M SOFR + 3.50%  08/16/2032   849,896    848,519 

 

6

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)(Continued)             
                 
Diversified Financial Services - 4.60% (Continued)                
FNZ USA FINCO, LLC, Initial  3M SOFR + 5.00%  11/05/2031  $1,301,515   $1,025,763 
Focus Financial Partners, LLC, Tranche B  1M SOFR + 2.50%  09/15/2031   1,970,396    1,920,151 
Grant Thornton Advisors LLC, 2025 Incremental  1M SOFR + 2.75%  06/02/2031   1,758,401    1,670,305 
Hightower Holdings, LLC, Amendment No. 10 Replacement  3M SOFR + 2.75%  02/03/2032   1,565,784    1,552,334 
Janus Henderson, Inc., Fungible Initia  1M SOFR + 2.75%  03/25/2033   70,088    69,942 
Nexus Buyer, LLC, Amendment No. 9 Refinancing  1M SOFR + 3.50%  07/31/2031   3,569,918    3,434,440 
Nexus Buyer, LLC, Amendment No. 10  1M SOFR + 4.00%  07/31/2031   514,398    496,672 
Osmose Holdings, Initial  1M SOFR + 3.36%  06/23/2028   991,443    984,939 
               16,068,502 
Diversified Telecommunication Services - 1.71%                
Cogeco Financing 2 LP, Term B  1M SOFR + 3.25%  09/18/2030   293,935    262,337 
DIRECTV Financing, LLC, 2024 TL  3M SOFR + 5.51%  08/02/2029   511,312    513,551 
LCPR Loan Financing LLC, 2021 Additional  3M SOFR + 4.01%  10/16/2028   558,979    318,154 
Numericable US LLC, USD TLB-14  3M SOFR + 6.88%  05/31/2031   826,212    841,911 
Syniverse Holdings, LLC, Initial  3M SOFR + 7.00%  05/13/2027   554,055    473,323 
Viasat, Inc., Incremental  1M SOFR + 4.61%  05/30/2030   369,549    371,090 
Viasat, Inc., Initial  1M SOFR + 4.61%  03/02/2029   642,352    645,243 
Wide Open West Finance, LLC, First Out  3M SOFR + 7.26%  12/11/2028   791,236    799,481 
Wide Open West Finance, LLC, Second Out  3M SOFR + 3.26%  12/11/2028   248,734    225,789 
Zacapa S.a.r.l., Initial  3M SOFR + 3.75%  03/22/2029   1,522,342    1,518,064 
               5,968,943 
Electrical Equipment - 0.65%                
Pioneer Acquisitionco, LLC, Amendment No. 1 Initial  3M SOFR + 2.50%  10/27/2032   161,693    161,643 
Resilience Parent, LLC, Initial  3M SOFR + 2.50%  02/28/2033   565,340    563,983 
Spectris, Facility B2  3M SOFR + 2.75%  12/06/2032   130,022    130,455 
Trio Bidco, LLC, Closing Date Term B  3M SOFR + 4.00%  10/29/2032   1,226,005    1,201,865 
Watlow Electric Manufacturing Co., 2026 Replacement Term Loans  1M SOFR + 2.75%  06/10/2033   201,987    201,609 
               2,259,555 
Electronic Equipment, Instruments & Components - 0.14%                
Infinite Bidco LLC., TL  3M SOFR + 4.01%  03/02/2028   494,984    490,446 
Food & Staples Retailing - 0.82%                
BW Gas & Convenience Holdings, LLC, Initial  1M SOFR + 3.61%  03/31/2028   682,332    683,184 
EG America, LLC, New Facility B4  3M SOFR + 3.25%  02/10/2031   1,368,443    1,371,864 
Upbound, 2025 TL  3M SOFR + 2.75%  08/13/2032   818,119    818,463 
               2,873,511 
Food Products - 0.33%                
Aspire Bakeries Holdings LLC, Initial Term B  1M SOFR + 3.00%  12/23/2030   43,395    43,522 
Pacific Bells, LLC, Initial Term B-1  3M SOFR + 3.50%  11/13/2028   493,371    494,066 
Snacking Investments US LLC, 2026 U.S. TL  1M SOFR + 3.00%  10/29/2032   318,218    318,816 
TreeHouse Foods, Inc., Initial  1M SOFR + 4.25%  02/11/2033   290,175    290,735 
               1,147,139 
Health Care Equipment & Supplies - 0.89%                
Bausch & Lomb Corp., Fourth Amendment  1M SOFR + 3.75%  01/15/2031   1,358,114    1,359,812 
Hanger, Inc., Delayed Draw(e)  1M SOFR + 3.50%  10/23/2031   111,413    111,864 
Hanger, Inc., Initial  1M SOFR + 3.50%  10/23/2031   1,215,301    1,218,777 
Paradigm Parent, LLC, Initial  3M SOFR + 4.50%  04/16/2032   488,699    418,267 
               3,108,720 
Health Care Providers & Services - 4.83%                
ADMI Corp., TL-B2  1M SOFR + 3.49%  12/23/2027   259,957    231,502 
Charlotte Buyer, Inc., Third Refinancing  1M SOFR + 4.50%  06/11/2031   2,028,181    2,024,550 
CHG Healthcare Services, Inc., Amendment No. 8 Refinancing  3M SOFR + 3.00%  09/29/2031   1,132,810    1,132,754 
Cotiviti, Inc., Floating Rate TL  1M SOFR + 2.75%  05/01/2031   590,180    538,912 
Covetrus, Inc., Initial  3M SOFR + 5.00%  10/13/2029   1,004,943    972,282 
ExamWorks Group, Inc., 2025 Refinancing  1M SOFR + 2.50%  02/06/2033   682,045    682,331 
Global Medical Response, Inc., Initial  1M SOFR + 3.25%  10/01/2032   1,418,944    1,422,108 
Ingenovis Health, Inc., Initial  3M SOFR + 5.25%  05/27/2032   378,089    263,717 
Lifepoint Health, Inc., 2024 Refinancing  3M SOFR + 3.75%  05/17/2031   2,345,807    2,307,688 

 

7

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)(Continued)             
                 
Health Care Providers & Services - 4.83% (Continued)                
National Mentor Holdings, Inc., Closing Date First Lien Term Loan Facility  1M SOFR + 6.00%  12/12/2030  $549,680   $552,912 
Outcomes Group Holdings, Inc., 2025 Replacement  1M SOFR + 3.00%  05/06/2031   588,177    589,653 
Parexel International, Inc., Seventh Amendment  1M SOFR + 2.50%  12/12/2031   399,823    399,823 
Select Medical Corp., Tranche B-3  1M SOFR + 3.00%  12/31/2031   596,638    598,129 
Sharp Services, LLC, Tranche E  3M SOFR + 3.00%  09/29/2032   732,818    734,343 
Solaris US BidCo, LLC, Initial  3M SOFR + 5.25%  11/29/2030   1,730,751    1,705,880 
Southern Veterinary Partners, LLC, 2025 New TL  3M SOFR + 2.50%  12/04/2031   1,213,495    1,211,407 
Summit Behavioral Health, LLC, First Out  3M SOFR + 5.75%  12/31/2029   177,865    177,698 
Summit Behavioral Health, LLC, Second Out  3M SOFR + 4.25%  12/31/2029   650,220    353,069 
WCG Intermediate Corp., 2026 Refinancing  1M SOFR + 2.75%  02/25/2032   975,489    967,578 
               16,866,336 
Health Care Technology - 1.66%                
Athenahealth Group, Inc., Fourth Amendment  1M SOFR + 3.25%  02/16/2032   2,190,694    2,165,502 
Gainwell Acquisition Corp., Term B  3M SOFR + 4.10%  10/01/2027   358,456    352,782 
Hopper Merger Sub, Inc., Initial Term B  3M SOFR + 2.25%  04/07/2033   1,399,556    1,368,359 
Raven Acquisition Holdings, LLC, Initial  1M SOFR + 3.00%  11/19/2031   1,167,397    1,151,019 
Zelis Payments Buyer, Inc. & Zelis Cost Management Buyer, Inc., Amendment No. 5  1M SOFR + 3.25%  11/26/2031   772,974    753,572 
               5,791,234 
Hotels, Restaurants & Leisure - 4.08%                
19th Holdings Golf, LLC, Initial  1M SOFR + 3.35%  02/07/2029   992,248    994,421 
Allwyn International A.S., New B Facility  3M SOFR + 2.50%  11/24/2032   897,615    885,272 
Arcis Golf, LLC, Amendment No. 3  1M SOFR + 2.75%  11/24/2028   255,104    255,423 
Betclic Group, Facility B  3M SOFR + 2.75%  12/10/2031   283,241    283,329 
Bulldog Purchaser, Inc., Initial  3M SOFR + 3.25%  02/04/2033   1,331,427    1,331,987 
Catawba Nation Gaming Authority, Term B  3M SOFR + 4.75%  03/29/2032   1,207,867    1,205,922 
Dave & Buster's, Inc., 2024 Incremental Term B  3M SOFR + 3.25%  11/01/2031   995,447    804,102 
Dave & Buster's, Inc., 2024 Refinancing Term B  3M SOFR + 3.25%  06/29/2029   446,565    391,861 
Fertitta Entertainment, LLC, Initial B  1M SOFR + 3.25%  01/27/2029   1,434,752    1,432,571 
Fitness International, LLC, Term B  1M SOFR + 4.50%  02/12/2029   964,983    964,018 
Flynn Restaurant Group LP, Series 2025  1M SOFR + 3.75%  01/28/2032   1,326,918    1,311,937 
Horizon Midco 2 Ltd., Term B  3M SOFR + 4.75%  10/31/2031   585,257    545,752 
Kingpin Intermediate Holdings LLC, Amendment No. 15  1M SOFR + 3.25%  09/22/2032   1,240,719    1,076,634 
LC Ahab US Bidco LLC, Initial  1M SOFR + 2.50%  05/01/2031   1,014,571    1,012,035 
MIC Glen LLC, 2025 TL  1M SOFR + 3.25%  07/21/2028   377,639    377,756 
Motion Finco, LLC, Facility B3  3M SOFR + 3.50%  11/12/2029   489,507    415,978 
Pioneer OpCo, LLC, Term B  1M SOFR + 3.25%  05/15/2033   628,037    629,947 
Tacala, LLC, Amendment No. 4 Replacement  1M SOFR + 3.00%  01/31/2031   308,532    308,597 
               14,227,542 
Household Durables - 0.54%                
Fender Musical Instruments Corp., Initial  1M SOFR + 4.10%  12/01/2028   182,101    172,814 
Hunter Douglas, Inc., Tranche B-1  3M SOFR + 3.00%  01/17/2032   1,703,481    1,699,938 
               1,872,752 
Independent Power/Renewable Electricity Producers - 0.72%                
Carroll County Energy LLC, TL  3M SOFR + 2.75%  06/30/2031   610,685    611,705 
CPV Three Rivers, LLC, Term B  3M SOFR + 2.75%  04/15/2033   177,511    177,141 
Hunterstown Generation, LLC, New TL  3M SOFR + 1.75%  11/06/2031   439,646    438,987 
South Field Energy LLC, Term Loan B  3M SOFR + 3.00%  08/29/2031   1,223,803    1,223,289 
South Field Energy LLC, Term Loan C Advances  3M SOFR + 3.00%  08/29/2031   80,220    80,186 
               2,531,308 
Industrial Conglomerates - 2.90%                
Astro Acquisition, LLC, 2026-1 New  3M SOFR + 2.50%  08/30/2032   371,675    371,675 
BG MS US Holdings, LLC, Term B  3M SOFR + 4.75%  10/22/2032   1,180,312    1,168,013 
Cube Industrials Buyer, Inc., 2025 TL  3M SOFR + 3.00%  10/17/2031   1,040,717    1,040,717 
LSF12 Crown US Commercial Bidco, LLC, TL  1M SOFR + 3.50%  02/10/2033   455,935    446,981 
MajorDrive Holdings IV, LLC, 2022 Incremental  3M SOFR + 5.65%  06/01/2029   284,827    272,009 
MajorDrive Holdings IV, LLC, Initial  3M SOFR + 4.26%  06/01/2028   243,236    232,955 
Merlin Buyer, Inc., Initial  3M SOFR + 4.00%  04/15/2033   1,075,327    1,076,671 
Oak-Eagle Acquireco, Inc., Term B  1M SOFR + 3.50%  03/24/2033   948,067    950,105 
SunSource Borrower, LLC, Initial  1M SOFR + 4.10%  03/25/2031   2,207,764    2,208,228 

 

8

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)(Continued)             
                 
Industrial Conglomerates - 2.90% (Continued)                
Tk Elevator Midco GmbH, Facility B2  3M SOFR + 2.75%  04/30/2030  $19,026   $19,103 
TK Elevator Midco GmbH, New Facility B  6M SOFR + 2.75%  04/30/2030   2,327,430    2,336,205 
               10,122,662 
Insurance - 5.01%                
Acrisure LLC, 2024 Repricing Term B-6  1M SOFR + 3.00%  11/06/2030   1,374,675    1,240,644 
Alera Group, Inc., 2026-1  1M SOFR + 2.75%  05/30/2032   1,181,085    1,120,413 
Alliant Holdings Intermediate, LLC, 2025 Replacement  1M SOFR + 2.50%  09/19/2031   615,400    606,594 
Ardonagh Group Finco Pty and Ardonagh Finco BV, Syndicated Facility B  6M SOFR + 3.00%  02/15/2031   859,751    830,202 
Asurion, LLC, New B-12  3M SOFR + 4.25%  09/19/2030   307,780    303,779 
Asurion, LLC, New B-13  3M SOFR + 4.25%  09/19/2030   477,726    472,055 
Asurion, LLC, New B-14  3M SOFR + 3.75%  02/23/2033   1,125,909    1,062,576 
BroadStreet Partners, Inc., Term B-4  1M SOFR + 2.50%  06/13/2031   2,345,397    2,259,907 
Hyperion Refinance S.a.r.l, 2025-3 Refinancing Term Loans  1M SOFR + 2.75%  04/18/2030   298,054    280,395 
Hyperion Refinance S.a.r.l., 2025-2 Refinancing  1M SOFR + 2.75%  02/15/2031   2,774,959    2,599,443 
IMA Financial Group, Inc., Initial  1M SOFR + 3.00%  11/01/2028   1,898,478    1,890,561 
OneDigital Borrower LLC, 2025 Refinancing  1M SOFR + 3.00%  07/02/2031   1,304,330    1,261,613 
Sedgwick Claims Management Services, Inc., 2023 TL  1M SOFR + 2.50%  07/31/2031   719,426    710,073 
The Baldwin Insurance Group Holdings, LLC, Refinancing Term B-2  1M SOFR + 2.50%  05/26/2031   1,162,287    1,136,867 
TIH Insurance Holdings, LLC, Amendment No. 1 Replacement  3M SOFR + 2.75%  05/06/2031   1,223,713    1,193,426 
Trucordia Insurance Holdings, LLC, Initial  3M SOFR + 3.25%  06/17/2032   563,673    501,669 
               17,470,217 
IT Services - 1.33%                
Ahead DB Holdings, LLC, Term B-3  3M SOFR + 2.50%  02/01/2031   1,237,318    1,215,244 
Avalara, Inc., New TL  3M SOFR + 2.50%  03/26/2032   1,064,266    1,017,173 
Constant Contact, Inc., Initial  3M SOFR + 4.26%  02/10/2028   620,923    601,408 
Disco Parent, Inc., TL  3M SOFR + 3.00%  08/06/2032   94,057    91,705 
Ping Identity Holding Corp., Initial  1M SOFR + 2.25%  11/15/2032   523,012    508,629 
Rackspace Technology Global, Inc., New Term B  1M SOFR + 2.86%  05/15/2028   226,585    205,032 
Rackspace Technology Global, Inc., Super-Priority Term B  1M SOFR + 6.36%  05/15/2028   989,873    1,009,671 
               4,648,862 
Life Sciences Tools & Services - 0.29%                
Precision Medicine Group, LLC, Amendment No. 4 Refinancing  3M SOFR + 3.50%  08/20/2032   1,015,285    1,008,726 
Machinery - 1.17%                
Element Materials Technology Group US Holdings, Inc., Initial Term B  3M SOFR + 3.50%  07/06/2029   1,097,965    1,101,621 
Engineered Machinery Holdings, Inc., 2025 Refinancing  3M SOFR + 3.25%  11/26/2032   497,487    499,676 
Indicor, LLC, Tranche E  1M SOFR + 2.50%  11/22/2029   1,520,972    1,519,147 
Pro Mach Group, Inc., Amendment No 8.  1M SOFR + 2.50%  10/15/2032   787,226    787,422 
Victory Buyer LLC, Initial  3M SOFR + 3.00%  02/13/2033   177,708    177,974 
               4,085,840 
Media - 3.41%                
Aragorn Parent Corp., 2026 Replacement  1M SOFR + 3.50%  12/16/2030   1,065,750    1,067,082 
Arches Buyer, Inc., Initial  1M SOFR + 3.35%  12/06/2027   1,477,205    1,471,252 
Clear Channel Outdoor Holdings, Inc., 2024 Refinancing  1M SOFR + 4.11%  08/21/2028   1,250,000    1,248,887 
Creative Artists Agency, LLC, 2025 Refinancing  1M SOFR + 2.50%  10/01/2031   788,226    787,509 
Discovery Global Holdings, Inc., Initial  1M SOFR + 2.50%  06/03/2033   641,280    641,222 
Endeavor Group Holdings, Inc., Term Loan B  1M SOFR + 2.75%  03/24/2032   2,163,267    2,162,186 
Red Planet Borrower, LLC, Initial  1M SOFR + 3.75%  09/08/2032   361,192    360,791 
Summer (BC) Bidco B LLC, Extended Facility B1  3M SOFR + 5.26%  02/15/2029   1,000,728    852,981 
Terrier Media Buyer, Inc., Term B-2  3M SOFR + 3.60%  06/18/2029   248,726    224,129 
United Talent Agency, LLC, Term B  1M SOFR + 3.00%  06/10/2032   1,407,449    1,410,095 
Univision Communications, Inc., 2024 Replacement  1M SOFR + 3.61%  01/31/2029   956,600    949,129 
Wasserman Media Group, LLC, New Initial  1M SOFR + 2.50%  06/23/2032   719,457    718,112 
               11,893,375 
Oil, Gas & Consumable Fuels - 0.57%                
Fleet U.S. Bidco, Inc., Facilty B2  1M SOFR + 2.75%  02/21/2031   99,502    99,502 
Pelican Pipeline, LLC, Initial  3M SOFR + 2.75%  03/25/2033   509,974    509,974 
Prairie Acquiror LP, Initial Term B-5  1M SOFR + 3.25%  08/01/2029   1,368,809    1,371,889 
               1,981,365 

 

9

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)(Continued)             
                 
Paper & Forest Products - 0.23%                
Closure Systems Intl. Group, Inc., Amendment No. 6 Repriced  1M SOFR + 3.00%  03/22/2029  $792,931   $792,931 
Pharmaceuticals - 1.22%                
Amneal Pharmaceuticals LLC, Amendment No. 2  1M SOFR + 3.00%  08/01/2032   1,918,150    1,924,153 
Endo Finance Holdings, Inc., 2024 Refinancing  1M SOFR + 3.75%  04/23/2031   512,548    512,548 
Opal Bidco SA, Facility B6  3M SOFR + 2.50%  04/28/2032   1,833,740    1,831,283 
               4,267,984 
Professional Services - 4.56%                
AQ Carver Buyer, Inc., 2023 Refinancing  6M SOFR + 5.60%  08/02/2029   852,932    693,715 
Armor Holdco, Inc., 2025-1 Incremental  6M SOFR + 3.75%  12/10/2031   1,524,369    1,521,991 
Berkeley Research Group, Initial  3M SOFR + 3.25%  05/01/2032   681,372    679,792 
DS Admiral Bidco, LLC, Initial  3M SOFR + 4.25%  06/26/2031   2,312,405    2,198,427 
Eisner Advisory Group, LLC, February 2024 Incremental  1M SOFR + 4.00%  02/28/2031   1,040,145    1,019,779 
Omnia Partners, LLC, First Amendment Incremental  3M SOFR + 5.00%  05/31/2032   541,500    540,200 
Omnia Partners, LLC, Initial  3M SOFR + 2.75%  12/31/2032   2,279,735    2,280,875 
OPENLANE, Inc., 2025 Incremental  3M SOFR + 2.50%  10/08/2032   228,504    229,075 
Orion Midco Ltd., Initial  3M SOFR + 3.50%  10/08/2032   222,542    222,493 
OVG Business Services, LLC, Term B  1M SOFR + 3.00%  06/25/2031   1,652,648    1,651,623 
PEX Holdings LLC, Initial  3M SOFR + 2.75%  11/26/2031   515,731    514,441 
Pinnacle Buyer, LLC, Initial Term B  3M SOFR + 2.50%  10/01/2032   380,641    381,117 
Pye-Barker Fire & Safety, LLC, Closing Date TL  3M SOFR + 2.50%  12/16/2032   571,533    572,247 
Pye-Barker Fire & Safety, LLC, Initial Delayed Draw(e)  3M SOFR + 2.50%  12/16/2032   13,401    13,508 
Relativity Intermediate Holdco LLC, TL  1M SOFR + 2.75%  01/30/2033   539,312    525,829 
Ryan, LLC, New Initial  1M SOFR + 3.50%  11/05/2032   1,319,194    1,306,002 
UST Global, Inc., Initial  1M SOFR + 3.00%  11/20/2028   438,813    415,775 
Vaco Holdings, LLC, Initial  3M SOFR + 5.15%  01/22/2029   995,002    810,797 
Wood Mackenzie, TL  3M SOFR + 3.00%  02/07/2031   339,504    340,513 
               15,918,199 
Real Estate Management & Development - 0.39%                
BIFM US Finance LLC, 2025 TL  1M SOFR + 3.25%  05/31/2028   512,846    514,128 
Brookfield Retail Holdings VII Sub 3 LLC, 2026 Replacement  1M SOFR + 3.00%  05/28/2030   835,543    834,499 
               1,348,627 
Road & Rail - 0.65%                
Echo Global Logistics, Inc., Fifth Amendment Incremental  1M SOFR + 4.50%  10/23/2028   487,678    477,924 
GN Loanco, LLC, Term B  3M SOFR + 4.50%  12/19/2030   1,225,472    1,152,777 
Odyssey Logistics & Technology, New TL  1M SOFR + 4.50%  10/12/2027   802,332    643,205 
               2,273,906 
Semiconductors & Semiconductor Equipment - 0.40%                
Altera Corp., TL  3M SOFR + 2.75%  09/10/2032   1,192,734    1,193,163 
Coorstek, Inc., Amendment No. 1 Refinancing  3M SOFR + 2.50%  10/28/2032   218,045    218,183 
               1,411,346 
Software - 5.87%                
Apex Group Treasury LLC, 2025 Refinancing  3M SOFR + 3.50%  02/27/2032   410,888    388,034 
Bending Spoons S.p.A, Amendment No. 3 Tranche B  1M SOFR + 5.88%  03/07/2031   242,453    237,847 
Bending Spoons S.p.A, Amendment No. 4  1M SOFR + 5.88%  03/07/2031   791,922    778,063 
Cyberswift BV, TL  3M SOFR + 3.75%  10/08/2032   508,992    506,447 
Dayforce, Inc., TL  3M SOFR + 3.00%  02/04/2033   500,487    454,748 
Delta Topco, Inc., Fourth Amendment Refinancing  3M SOFR + 2.75%  11/30/2029   1,366,652    1,290,639 
Entrata, Inc., TL  1M SOFR + 2.75%  09/30/2032   57,600    56,159 
Genesys Cloud Services, Inc., 2025 TL  1M SOFR + 2.50%  01/30/2032   987,812    944,319 
Icon Parent, Inc., 2025 TL  3M SOFR + 2.75%  11/13/2031   477,253    445,516 
iSolved, Inc., Term B-3  1M SOFR + 2.75%  10/15/2030   796,320    743,564 
Javelin Buyer, Inc., First Amendment  3M SOFR + 2.75%  12/05/2031   1,543,891    1,445,468 
Kaseya, Initial  3M SOFR + 3.25%  03/22/2032   1,448,711    1,114,697 
Magenta Buyer LLC, Super Priority  3M SOFR + 6.25%  07/27/2028   142,199    139,071 
McAfee Corp., Tranche B-2  1M SOFR + 3.00%  03/01/2029   1,731,984    1,532,806 
Planview Parent, Inc., 2024-B Incremental  3M SOFR + 3.50%  12/17/2027   1,263,578    1,080,006 

 

10

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
SENIOR SECURED FIRST LIEN LOANS - 71.19%(b)(Continued)             
                 
Software - 5.87% (Continued)                
Plusgrade, Inc., 2025 Replacement Initial  3M SOFR + 3.50%  03/03/2031  $505,395   $495,919 
Project Alpha Intermediate Holding, Inc., Second Amendment Refinancing  3M SOFR + 3.25%  10/26/2030   1,422,100    1,023,556 
Project Boost Purchaser, LLC, Initial  3M SOFR + 2.75%  07/16/2031   2,952,845    2,870,638 
RealPage, Inc., Initial  3M SOFR + 3.26%  04/24/2028   1,230,620    1,148,710 
Skillsoft Finance II, Inc., Initial  1M SOFR + 5.36%  07/14/2028   343,980    171,006 
Solarwinds Holdings, Inc., Initial  3M SOFR + 4.00%  04/16/2032   726,087    605,375 
Storable, Inc., New Initial  1M SOFR + 3.25%  04/16/2031   1,178,740    1,048,100 
UKG, Inc., 2024 Refinancing  3M SOFR + 2.25%  02/10/2031   954,766    897,260 
WebMD Health Corp. and MH SUB I, LLC, 2023  1M SOFR + 4.25%  05/03/2028   292,486    283,954 
Zodiac Purchaser, LLC, Term B  1M SOFR + 3.50%  02/14/2032   858,751    785,757 
               20,487,659 
Specialty Retail - 0.23%                
Great Outdoors Group, LL, Term B-3  1M SOFR + 3.25%  01/23/2032   460,586    461,738 
Sweetwater Borrower, LLC, Initial  1M SOFR + 4.00%  02/17/2033   335,925    337,605 
               799,343 
Technology Hardware, Storage & Peripherals - 0.07%                
CoreWeave Financing DDTL V, LLC, Delayed Draw(e)  1M SOFR + 4.50%  11/15/2031   26,648    28,132 
Network Connex, Initial  1M SOFR + 4.25%  06/13/2033   212,138    210,282 
               238,414 
Textiles, Apparel & Luxury Goods - 1.15%                
Beach Acquisition Co. Parent, LLC, Tranche B-1  1M SOFR + 2.75%  09/12/2032   701,192    703,948 
Champ Acquisition Corp., Initial  1M SOFR + 3.25%  11/25/2031   812,258    815,304 
Varsity Brands Holding Co, Inc., 2025-2 Replacement  3M SOFR + 2.75%  08/26/2031   2,305,055    2,307,106 
WHP Global, Initial  1M SOFR + 4.75%  02/20/2032   183,148    183,295 
               4,009,653 
Transportation Infrastructure - 0.09%                
GB AIT Buyer, Inc., Initial  3M SOFR + 4.25%  04/29/2033   304,384    304,311 
Wireless Telecommunication Services - 0.84%                
DIFL US LLC, 2026 Refinancing  3M SOFR + 4.50%  08/06/2032   1,724,013    1,732,633 
Sable Int'l Finance Ltd. and Coral-US-Co-Borrower LLC, Term B-7  3M SOFR + 3.25%  01/31/2032   1,230,556    1,189,443 
               2,922,076 
TOTAL SENIOR SECURED FIRST LIEN LOANS
(Cost $257,044,304)
              248,454,140 

 

   Shares   Value 
COMMON STOCKS - 0.07%(f)          
Altice France Lux 3  $10,709   $213,892 
Elevate Textiles, Inc.   20,088    25,241 
Marine One Holdco, LLC   5,865     
Needle Holdings LLC(g)   119,194     
TOTAL COMMON STOCKS
(Cost $256,935)
        239,133 

 

12

 

 

XAI Octagon Floating Rate & Alternative Income Trust

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

    Shares    Value 
MONEY MARKET FUNDS - 3.53%          
           
Invesco Short Term Investments Trust Treasury Portfolio, Institutional Class, 3.56% (7-day yield)  $12,309,723   $12,309,723 
           
TOTAL MONEY MARKET FUNDS
(Cost $12,309,723)
        12,309,723 
           
TOTAL INVESTMENTS - 167.20%
(Cost $706,520,126)
        583,503,932 
           
Liabilities in Excess of Other Assets - (1.93)%        (6,730,150)
           
Preferred Shares (Net of $1,858,059 Deferred Financing Costs) - (20.39)%        (71,141,941)
           
Leverage Facility (Net of $348,777 Deferred Leverage Costs) - (44.89)%        (156,651,223)
           
NET ASSETS - 100.00%       $348,980,618 

 

All securities held as of June 30, 2026 are pledged as collateral for the Trust’s credit facility.  

 

(a) All or a portion of the security is exempt from registration of the Securities Act of 1933. These securities may be resold in transactions exempt from registration under Rule 144A, normally to qualified institutional buyers. As of June 30, 2026, these securities had an aggregate value of $320,463,947 or 91.83% of net assets.
(b) Variable rate investment. Interest rates reset periodically. Interest rate shown reflects the rate in effect at June 30, 2026. For securities based on a published reference rate and spread, the reference rate and spread are indicated in the description above. Leveraged loans and CLO debt securities typically have reference Rate Floors (“Rate Floors”) embedded in their loan agreements and organizational documents. Leveraged loans generally have Rate Floors of 0% or more, while CLO debt securities often set Rate Floors at 0%. Rate Floors serve to establish a minimum base rate to be paid by the borrower before the fixed spread. Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions. These securities do not indicate a reference rate and spread in their description above.
(c) CLO subordinated notes, income notes, Y notes and M notes are considered CLO equity positions. CLO equity positions are entitled to recurring distributions which are generally equal to the remaining cash flow of payments made by underlying securities less contractual payments to debt holders and fund expenses. The effective yield is estimated based upon the amount and timing of these recurring distributions in addition to the estimated amount of terminal principal payment. Effective yields for the CLO equity positions are updated generally once per quarter or on a transaction such as an add-on purchase, refinancing or reset. The estimated yield and investment cost may ultimately not be realized. Estimated yields shown are as of June 30, 2026.
(d) As of June 30, 2026, the Trust accrued a 0% yield on this investment.
(e) This investment has an unfunded commitment as of June 30, 2026.
(f) Non-income producing security.
(g) As a result of the use of significant unobservable inputs to determine fair value, these investments have been classified as Level 3 assets.

 

Investment Abbreviations:
AB – Aktiebolag (Swedish: Limited Liability Company)
BV – Besloten Vennootschap (Dutch: Private Limited Company)
GmbH – Gesellschaft mit beschränkter Haftung (German: Limited Liability Company)
LLC – Limited Liability Company
LP – Limited Partnership
Ltd. – Limited
SA – Société Anonyme (French: Public Limited Company)
SOFR – Secured Overnight Financing Rate

 

Reference Rates:
1M SOFR as of June 30, 2026 was 3.63%
3M SOFR as of June 30, 2026 was 3.63%
6M SOFR as of June 30, 2026 was 3.67%

 

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