Thornburg Capital Management Fund

Thornburg Capital Management Fund is a registered fund series of THORNBURG INVESTMENT TRUST (series S000051223). Net assets $2.4B as of 2026-03-31.

Profile

Advisers

Top holdings (173 reported)

Showing 15 of 173 holdings by value.

HoldingTickerValue% of fund
TRISTATE INSURED CASH SWEEP$109.9M462.90%
Equifax Inc$73.0M307.15%
ORACLE CORP$67.8M285.63%
Xcel Energy Inc$57.9M243.58%
Agree LP$57.0M239.98%
American Electric Power Co Inc$50.0M210.39%
McCormick & Co Inc/MD$48.7M205.04%
Mitsubishi HC Finance America LLC$47.9M201.81%
Enbridge US Inc$45.0M189.30%
Fiserv Inc$42.8M180.20%
ITT Inc$41.0M172.48%
Western Union Co/The$40.0M168.39%
Eversource Energy$40.0M168.28%
Oglethorpe Power Corp$39.9M168.13%
Dominion Energy South Carolina Inc$39.0M164.18%

Net asset history

Report dateNet assets
2026-03-31$2.4B
2025-12-31$3.1B
2025-09-30$3.4B
2025-06-30$2.6B
2025-03-31$1.9B
2024-12-31$1.8B
2024-09-30$2.1B
2024-06-30$1.5B

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