SUSSX Mutual Fund

SUSSX Mutual Fund

NAV$18.01
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Showing the top 10 of 99 holdings · as of Aug 31, 2026
Top 10 weight
43.93%
SUSSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
9.47%		9.5%144,216$31.84MInfo TechSemiconductors
2
MSFT
Microsoft CorpInfo Tech · Software
6.42%		15.9%42,557$21.59MInfo TechSoftware
Share changes, sector and industry · Pro
3
GOOGL
Alphabet Inc
5.34%		21.2%52,940$17.97M
4
AAPL
Apple, Inc
5.11%		26.3%54,192$17.17M
5
AMZN
Amazon.com Inc
4.79%		31.1%62,010$16.11M
6
AVGO
Broadcom Inc
3.27%		34.4%29,717$11.01M
7
MU
Micron Technology, Inc.
2.68%		37.1%9,417$9.03M
8
META
Meta Platforms Inc
2.62%		39.7%15,379$8.80M
9
AMD
Advanced Micro Devices Inc
2.14%		41.8%15,264$7.19M
10
XOM
ExxonMobil Corp.
2.09%		43.9%43,652$7.03M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingPaymentsEmerging TechMillennials & Gen ZEnergy TransitionEnergy SecurityClean EnergyClimate Solutions

SUSSX Mutual Fund Top Holdings

SUSSX holdings top 10 positions. The top 10 holdings account for 43.9% of the fund, led by Nvidia Corp at 9.5%, Microsoft Corp at 6.4%, Alphabet Inc at 5.3%.

SUSSX portfolio concentration is moderate, with the top 10 representing 43.9% of total assets. The largest sector exposure is Information Technology at 38.0%.

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