Karpus Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.44 Billion distributed in 204 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 $272M, Vanguard Bd Index Fd Inc Long with a value of $115M, Black Rock Municipal 2030 Target Term Trust with a value of $99M, Nuveen New York Amt Free Quality Municipal Income Fund with a value of $88.7M, and Blackrock Muniholdings Fund, Inc. with a value of $84.1M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $2.42B to 2.44B.
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.
Portfolio value
$2.44 Billion
ETFs: $1.21 Billion
Financial Services: $1.15 Billion
Financial: $7.27 Million
N/A: $4.8 Million
Technology: $1.88 Million
Healthcare: $761,000
Consumer Cyclical: $567,000
Communication Services: $253,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
