Karpus Management, Inc. - Portfolio overview

Karpus Management, Inc. has 263 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS S&P 500 ETF SH, 6.55%
2. MHD - BLACKROCK MUNIHOLDINGS FUND INC, 6.30%
3. BLV - VANGUARD BD INDEX FD INC LONG TERM BOND, 3.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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