CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND
SCHEDULE OF INVESTMENTS
June 30, 2026 (Unaudited)
 
COMMON STOCKS - 99.3% Shares Value
Communications - 3.6%
AT&T, Inc. 33,000 $ 683,100
Comcast Corporation - Class A 56,000   1,374,800
Verizon Communications, Inc. 29,500   1,249,030
   

3,306,930

Consumer Discretionary - 7.0%
Best Buy Co, Inc. 22,000   1,669,360
Genuine Parts Company 16,500   1,946,670
Home Depot, Inc. (The) 5,400   1,904,472
Tractor Supply Company 28,500   900,885
   

6,421,387

Consumer Staples - 13.3%
Conagra Brands, Inc. 64,000   861,440
Dollar General Corporation 10,200   1,174,122
J M Smucker Company (The) 17,000   1,912,500
Kimberly-Clark Corporation 18,500   2,030,745
Mondelez International, Inc. - Class A 36,000   2,082,240
Philip Morris International, Inc. (a)   8,000   1,447,280
Target Corporation 13,000   1,697,930
Unilever plc - ADR 15,500   931,860
   

12,138,117

Energy - 7.2%
Chevron Corporation (a) 4,700   779,072
ConocoPhillips (a) 14,000   1,455,440
Devon Energy Corporation (a) 31,000   1,280,920
Exxon Mobil Corporation (a)   9,000   1,230,480
Shell PLC - ADR   10,000   775,400
SLB Ltd. 24,000   1,115,760
   

6,637,072

Financials - 18.4%
Fifth Third Bancorp 30,500   1,719,285
JPMorgan Chase & Company 4,600   1,505,718
MetLife, Inc. 18,000   1,522,980
Prudential Financial, Inc. 17,500   1,888,775
State Street Corporation (a) 9,000   1,526,400
Travelers Companies, Inc. (The) (a)    5,500   1,815,660
Truist Financial Corporation 43,000   2,142,260
US Bancorp 38,000   2,295,200
Wells Fargo & Company 27,500   2,272,600
   

16,688,878

Health Care - 11.3%
Bristol-Myers Squibb Company (a) 28,000   1,613,360
CVS Health Corporation (a)   22,000   2,275,900
Johnson & Johnson (a) 4,700   1,193,659
Medtronic PLC 19,000   1,486,370
Merck & Company, Inc. (a) 10,700   1,374,950
Novo Nordisk A/S - ADR 22,000   1,054,680
Pfizer, Inc. 54,500   1,312,360
   

10,311,279

Industrials - 9.3%
Emerson Electric Company 18,000   2,576,700
Lockheed Martin Corporation - Class B 2,400   1,222,704
Stanley Black & Decker, Inc. 25,000   2,353,000
 
 

 

CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND    
SCHEDULE OF INVESTMENTS      
June 30, 2026 (Unaudited) (Continued)      
       
COMMON STOCKS - 99.3% (Continued) Shares Value  
Industrials - 9.3% (Continued)      
United Parcel Service, Inc. - Class B 22,000 $ 2,365,000  
   

8,517,404

 
Materials - 7.0%  
Amcor plc 32,000   1,387,200  
International Flavors & Fragrances, Inc. (a) 23,000   1,822,060  
LyondellBasell Industries N.V. - Class A (a) 22,000   1,158,300  
PPG Industries, Inc. 17,000   2,061,930  
   

6,429,490

 
Real Estate - 2.0%  
Weyerhaeuser Company 75,000   1,795,500  
     
Technology - 16.5%  
Accenture PLC - Class A 14,000   1,742,160  
Corning, Inc. (a)   7,800   1,992,354  
Fidelity National Information Services, Inc. 35,000   1,360,800  
Hewlett Packard Enterprise Company (a)   91,000   4,105,010  
HP, Inc. (a) 77,000   1,689,380  
International Business Machines Corporation 4,200   1,181,082  
Texas Instruments, Inc. (a) 10,000   2,980,700  
   

15,051,486

 
Utilities - 3.7%  
Duke Energy Corporation 13,000   1,645,540  
National Fuel Gas Company(a)    5,500   424,655  
NiSource, Inc. 28,000   1,331,400  
   

3,401,595

 
       
Total Common Stocks (Cost $70,386,687)

$ 90,699,138

 
       
       
MONEY MARKET FUNDS - 4.8% Shares Value  
Fidelity Investments Money Market Funds - Class I, 3.54% (b) (Cost $4,369,951) 4,369,951

  4,369,951

 
       
Total Investments at Value - 104.1% (Cost $74,756,638) $ 95,069,089  
     
Liabilities in Excess of Other Assets - (4.1%)

(3,693,526)

 
     
Net Assets - 100.0%

$ 91,375,563

 
           

 

ADR - American Depositary Receipt.
N.V. - Naamioze Vennootschap
PLC - Public Limited Company

 

 

(a) Security, or a portion of the security, covers a written call option. The total value of securities as of June 30, 2026 was $29,524,602.
(b) The rate shown is the 7-day effective yield as of June 30, 2026.

 

 
 

 

 

CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND    
SCHEDULE OF INVESTMENTS    
June 30, 2026 (Unaudited) (Continued)    
     
COVERED WRITTEN CALL OPTIONS (c) Contracts (d) Notional Value Strike Price Expiration Date Value of Options
Bristol-Myers Squibb Company 140   $ 806,680   $ 67 .50 09/21/26 $ 5,600  
Chevron Corporation 47   779,072   210 .00 09/21/26 1,739  
ConocoPhillips 53   550,988   120 .00 08/24/26 4,240  
Corning, Inc. 78   1,992,354   115 .00 08/24/26 1,212,900  
CVS Health Corporation 82   848,290   95 .00 11/23/26 114,390  
Devon Energy Corporation 129   533,028   57 .50 10/19/26 3,870  
Exxon Mobil Corporation 35   478,520   160 .00 07/20/26 315  
Hewlett Packard Enterprise Company 312   1,407,432   26 .00 08/24/26 616,200  
Hewlett Packard Enterprise Company 248   1,118,728   31 .00 11/23/26 419,120  
Hewlett Packard Enterprise Company 350   1,578,850   65 .00 01/18/27 142,800  
HP, Inc. 232   509,008   35 .00 01/18/27 13,920  
International Flavors & Fragrances, Inc. 122   966,484   95 .00 11/23/26 34,770  
Johnson & Johnson 47   1,193,659   260 .00 09/21/26 47,470  
LyondellBasell Industries N.V. 220   1,158,300   85 .00 09/21/26 5,720  
Merck & Company, Inc. 107   1,374,950   135 .00 09/21/26 49,755  
National Fuel Gas Company 55   424,655   95 .00 07/20/26 9,625  
Philip Morris International, Inc. 80   1,447,280   200 .00 11/23/26 55,280  
State Street Corporation 90   1,526,400   175 .00 01/18/27 131,400  
Texas Instruments, Inc. 65   1,937,455   230 .00 07/20/26 458,575  
Texas Instruments, Inc. 35   1,043,245   260 .00 09/21/26 196,350  
Travelers Companies, Inc. (The) 55   1,815,660   280 .00 07/20/26 278,190  
          3,802,229  
           
Total Covered Written Call Options
(Premiums received $1,322,528)
      $ 3,802,229  
 

 

 

(c) Each option contract is exchange traded.

(d) Each option contract allows the holder of the option to purchase or sell 100 shares of the underlying security.