LCBOX Mutual Fund

LCBOX Mutual Fund

NAV$31.32
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Showing the top 10 of 54 holdings · as of Aug 31, 2026
Top 10 weight
33.16%
LCBOX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
XOM
ExxonMobil Corp.Energy · Oil & Gas
4.51%		4.5%2,682,126$431.69MEnergyOil & Gas
2
WMB
Williams Cos. Inc.Energy · Oil & Gas
4.21%		8.7%5,369,062$402.95MEnergyOil & Gas
Sector and industry · Pro
3
MSFT
Microsoft Corp
3.95%		12.7%744,028$377.44M
4
NVDA
Nvidia Corp
3.36%		16.0%1,454,600$321.15M
5
GOOGL
Alphabet Inc
3.21%		19.2%904,030$306.78M
6—Athene (Ath) / Apollo Global Management (Apo)
3.02%		22.3%2,112,024$288.46M
7
APD
Air Products & Chemicals Inc.
2.80%		25.1%866,719$268.21M
8
MMC
Marsh & Mclennan Cos Inc
2.78%		27.8%1,398,600$265.45M
9
UL
Unilever Plc Ordinary Shares
2.68%		30.5%3,979,474$256.20M
10
OTIS
Otis Worldwide
2.64%		33.2%3,544,400$252.11M
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Themes in the top 10
Energy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental SolutionsInfrastructureArtificial IntelligenceCloud ComputingCybersecurityData & AnalyticsNetworking InfrastructureSemiconductorsInternet & DigitalDigital AdvertisingAsset Management

LCBOX Mutual Fund Top Holdings

LCBOX holdings top 10 positions. The top 10 holdings account for 33.2% of the fund, led by Exxonmobil Corp. at 4.5%, Williams Cos. Inc. at 4.2%, Microsoft Corp at 4.0%.

LCBOX portfolio concentration is moderate, with the top 10 representing 33.2% of total assets. The largest sector exposure is Information Technology at 18.6%.

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