CBBZX Mutual Fund

CBBZX Mutual Fund

NAV$7.87
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Showing the top 10 of 83 holdings · as of Aug 31, 2026
Top 10 weight
36.92%
CBBZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MSFT
Microsoft CorpInfo Tech · Software
6.08%		6.1%233,580$118.49MInfo TechSoftware
2
AMZN
Amazon.com IncConsumer Disc. · Internet
4.21%		10.3%316,360$82.18MConsumer Disc.Internet
Sector and industry · Pro
3
AAPL
Apple, Inc
3.99%		14.3%245,780$77.88M
4
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
3.98%		18.3%153,851$77.55M
5
JPM
JPMorgan Chase
3.75%		22.0%205,497$73.16M
6—United Technologies Corp.
3.68%		25.7%345,214$71.71M
7
JNJ
Johnson & Johnson -
3.54%		29.2%259,466$68.98M
8
PM
Philip Morris International Inc.
3.18%		32.4%331,518$62.09M
9
UNH
Unitedhealth Group Inc
2.38%		34.8%119,060$46.36M
10
CVX
Chevron Corp
2.13%		36.9%201,391$41.51M
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Themes in the top 10
Artificial IntelligenceCloud ComputingCybersecurityData & AnalyticsNetworking InfrastructureInternet & DigitalDigital AdvertisingPaymentsSemiconductorsAsset ManagementMarket InfrastructureGlobal BankingDerivatives TradingDigital BankingInvestment Technology

CBBZX Mutual Fund Top Holdings

CBBZX holdings top 10 positions. The top 10 holdings account for 36.9% of the fund, led by Microsoft Corp at 6.1%, Amazon.Com Inc at 4.2%, Apple, Inc at 4.0%.

CBBZX portfolio concentration is moderate, with the top 10 representing 36.9% of total assets. The largest sector exposure is Information Technology at 19.4%.

CBBZX sectors provide a detailed breakdown. CBBZX overlap shows how holdings compare to other funds in your portfolio.