Modern Capital Funds Trust

Modern Capital Funds Trust (CIK 1815608) is an SEC-registered fund company with 1 reporting fund series and $70.9M in net assets as of 2026-03-31.

Registrant

Fund series (2)

SeriesNet assets
Modern Capital Tactical Income Fund$70.2M
Modern Capital Tactical Opportunities Fund$711K

Largest reported holdings (across all series)

HoldingValue
First American Funds$5.4M
SM Energy Company$3.5M
Franklin Templeton Investments (US)$2.7M
Seven Hills Realty Trust$2.6M
NexPoint$2.5M
PIMCO (US)$2.4M
Franklin Templeton Investments (US)$2.3M
Nuveen$2.3M
FS Investments$2.2M
Credit Suisse$2.2M
Oxford Lane Capital Corporation$2.0M
Banco Bradesco S.A.$2.0M
Cenovus Energy Inc.$2.0M
Franklin Templeton Investments (US)$1.7M
Cresud S.A. Comercial Industrial Financiera Y Agropecuaria$1.7M

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