IRVSX Mutual Fund

IRVSX Mutual Fund

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Showing the top 10 of 159 holdings · as of Aug 31, 2026
Top 10 weight
38.95%
IRVSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
8.35%		8.3%110,706$28.76MConsumer Disc.Internet
2
AAPL
Apple, IncInfo Tech · Tech Hardware
7.59%		15.9%82,505$26.14MInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
6.82%		22.8%46,260$23.47M
4
JPM
JPMorgan Chase
3.44%		26.2%33,297$11.85M
5
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
3.40%		29.6%23,191$11.69M
6
XOM
Exxon Mobil Corp.
2.42%		32.0%51,826$8.34M
7
JNJ
Johnson & Johnson -
2.32%		34.3%30,007$7.98M
8
CSCO
Cisco Systems Inc.
1.58%		35.9%49,201$5.44M
9
WMT
Walmart, Inc.
1.52%		37.4%49,968$5.24M
10
ABBV
AbbVie Inc.
1.51%		38.9%20,289$5.20M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsSemiconductorsCybersecurityData & AnalyticsNetworking InfrastructureGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyDerivatives Trading

IRVSX Mutual Fund Top Holdings

IRVSX holdings top 10 positions. The top 10 holdings account for 38.9% of the fund, led by Amazon.Com Inc at 8.3%, Apple, Inc at 7.6%, Microsoft Corp at 6.8%.

IRVSX portfolio concentration is moderate, with the top 10 representing 38.9% of total assets. The largest sector exposure is Information Technology at 20.4%.

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