Karpus Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.42 Billion distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $260M, Nuveen New York Amt Free Quality Municipal Income Fund with a value of $144M, Blackrock Muniholdings Fund, Inc. with a value of $80.5M, Ishares Core S&P 500 ETF with a value of $79.5M, and Black Rock Municipal 2030 Target Term Trust with a value of $78.5M.
Examining the 13F form we can see an increase of $7.92M in the current position value, from $2.42B to 2.42B.
Karpus Management, Inc. is based out at Pittsford, NY
Below you can find more details about Karpus Management, Inc. portfolio as well as his latest detailed transactions.
