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.
Portfolio value
$2.42 Billion
Financial Services: $1.28 Billion
ETFs: $1.05 Billion
N/A: $9.12 Million
Financial: $7 Million
Technology: $1.62 Million
Healthcare: $530,000
Consumer Cyclical: $513,000
Communication Services: $274,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
