The North American Income Trust plc has published a presentation outlining its recent portfolio performance and key holdings. As of 31 October 2025, the Trust reported a net asset value $(NAV)$ total return of 17.8% over the past year, compared to a 15.1% return from its reference index, the Russell 1000® Value Index (in sterling terms). The Trust's portfolio remains primarily focused on US equities, with 94.9% allocated to the United States and 5.1% to Canada. The top sector exposures include financials (21.8%) and health care (18.3%), while notable holdings feature Chevron, CVS Health, Philip Morris International, and Johnson & Johnson. The Trust reported a yield of 3.5% and a share price of 357.0p, representing an 8% discount to its NAV. You can access the full presentation through the link below.