MYIFX Mutual Fund

MYIFX Mutual Fund

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Showing top 26 of 26 holdings · as of Jun 30, 2026
MYIFX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SPY
Spdr S&p 500 ETF TrustFinancials · Diversified Financial Services
30.20%
30.2%18,000$13.44MFinancialsDiversified Financial Services
2
VOO
Vanguard S&P 500 ETFFinancials · Banks
20.83%
51.0%13,500$9.27MFinancialsBanks
Share changes, sector and industry · Pro
3
GOOGL
Alphabet Inc
8.73%
59.8%11,000$3.89M
4
AMZN
Amazon.com Inc
8.03%
67.8%15,000$3.58M
5
AAPL
Apple, Inc
3.25%
71.0%5,000$1.45M
6
MU
Micron Technology, Inc.
3.11%
74.2%1,200$1.39M
7
NVDA
Nvidia Corp
2.25%
76.4%5,000$1.00M
8
JPM
JPMorgan Chase
2.21%
78.6%3,000$982.0K
9
TSLA
Tesla Inc
1.89%
80.5%2,000$841.2K
10
FGXXX
First American Government Obligations Fund
1.83%
82.3%815,443$815.4K
11
DDOG
Datadog Inc
1.75%
84.1%3,000$781.1K
12
GLW
Corning Inc.
1.72%
85.8%3,000$766.3K
13
META
Meta Platforms Inc
1.52%
87.3%1,200$675.9K
14
NUE
Nucor Corp.
1.50%
88.8%3,000$668.3K
15
NFLX
Netflix, Inc.
1.44%
90.3%9,000$642.6K
16
HOOD
Robinhood Markets Inc - A
1.28%
91.5%5,700$571.6K
17
MSFT
Microsoft Corp
1.26%
92.8%1,500$559.5K
18
CNC
Centene
1.23%
94.0%8,500$545.6K
19
SBUX
Starbucks Corp
0.92%
95.0%4,000$408.8K
20—Shopify Inc
0.87%
95.8%3,400$388.2K
21
AVGO
Broadcom Inc
0.85%
96.7%1,000$377.8K
22
DIS
Walt Disney Co
0.82%
97.5%3,800$365.8K
23
MP
Mp Materials Corp
0.76%
98.3%6,000$336.1K
24
TJX
Tjx Cos., Inc.
0.68%
98.9%2,000$303.0K
25
PLTR
Palantir Technologies Inc
0.52%
99.5%2,000$233.3K
26
SPCX
Space Exploration Technologies
0.38%
99.8%1,000$170.9K
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MYIFX Mutual Fund All Holdings

MYIFX holdings total 26 positions. The top 10 holdings account for 82.3% of the fund, led by Spdr S&p 500 ETF Trust at 30.2%, Vanguard S&P 500 ETF at 20.8%, Alphabet Inc at 8.7%.

MYIFX portfolio concentration is relatively high, with the top 10 representing 82.3% of total assets. The largest sector exposure is Financials at 56.4%.

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