LVIII Mutual Fund

LVIII Mutual Fund

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Showing the top 10 of 370 holdings · as of Jul 31, 2026
Top 10 weight
30.11%
LVIII top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
6.87%		6.9%28,932$7.86MConsumer Disc.Internet
2
AAPL
Apple, IncInfo Tech · Tech Hardware
5.41%		12.3%20,009$6.18MInfo TechTech Hardware
Share changes, sector and industry · Pro
3
MSFT
Microsoft Corp
4.53%		16.8%11,151$5.18M
4
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
2.84%		19.7%6,344$3.25M
5
JPM
JPMorgan Chase
2.52%		22.2%8,176$2.88M
6
XOM
ExxonMobil Corp.
2.04%		24.2%15,014$2.33M
7
CVX
Chevron Corp
1.63%		25.8%9,472$1.86M
8—Bank of America Corp.:
1.55%		27.4%28,580$1.77M
9
PG
Procter & Gamble Company
1.48%		28.9%11,748$1.70M
10
JNJ
Johnson & Johnson -
1.24%		30.1%5,517$1.41M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsSemiconductorsCybersecurityData & AnalyticsNetworking InfrastructureAsset ManagementMarket InfrastructureGlobal BankingDerivatives TradingDigital BankingInvestment Technology

LVIII Mutual Fund Top Holdings

LVIII holdings top 10 positions. The top 10 holdings account for 30.1% of the fund, led by Amazon.Com Inc at 6.9%, Apple, Inc at 5.4%, Microsoft Corp at 4.5%.

LVIII portfolio concentration is moderate, with the top 10 representing 30.1% of total assets. The largest sector exposure is Information Technology at 19.2%.

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