HLFNX Mutual Fund

HLFNX Mutual Fund

NAV$32.26
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Showing the top 10 of 29 holdings · as of Sep 30, 2026
Top 10 weight
60.21%
HLFNX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
C
Citigroup Inc.Financials · Banks
8.09%		8.1%16,000$2.07MFinancialsBanks
2—Bank of America Corp.:Financials · Banks
6.70%		14.8%31,500$1.71MFinancialsBanks
Sector and industry · Pro
3
TFC
Truist Financial Corp.
6.47%		21.3%35,800$1.66M
4
JPM
JPMorgan Chase
6.33%		27.6%4,900$1.62M
5
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
5.83%		33.4%3,000$1.49M
6
PNC
PNC Financial Services Group Inc.
5.82%		39.2%6,700$1.49M
7
V
Visa Inc Class A
5.33%		44.6%3,800$1.37M
8
COF
Capital One Financial Corp.
5.28%		49.8%7,000$1.35M
9
USB
US Bancorp
5.19%		55.0%23,000$1.33M
10
MA
Mastercard Inc
5.17%		60.2%2,400$1.32M
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Themes in the top 10
Global BankingDigital BankingPaymentsLending & CreditAsset Management5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalMarket InfrastructureInvestment TechnologyDerivatives TradingInterest RatesConsumer Spending

HLFNX Mutual Fund Top Holdings

HLFNX holdings top 10 positions. The top 10 holdings account for 60.2% of the fund, led by Citigroup Inc. at 8.1%, Bank of America Corp.: Financials at 6.7%, Truist Financial Corp. at 6.5%.

HLFNX portfolio concentration is relatively high, with the top 10 representing 60.2% of total assets. The largest sector exposure is Financials at 86.6%.

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