ACUSX Mutual Fund

ACUSX Mutual Fund

NAV$15.38
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Showing the top 10 of 53 holdings · as of Mar 31, 2026
Top 10 weight
30.66%
ACUSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
GOOG
Alphabet Inc. CComm. Services · Interactive Media
4.37%		4.4%48,300$13.89MComm. ServicesInteractive Media
2
MSFT
Microsoft CorpInfo Tech · Software
3.84%		8.2%32,900$12.18MInfo TechSoftware
Share changes, sector and industry · Pro
3
AAPL
Apple, Inc
3.74%		12.0%46,800$11.88M
4
AVGO
Broadcom Inc
3.64%		15.6%37,300$11.54M
5
WMB
Williams Cos. Inc.
2.86%		18.5%125,000$9.10M
6
CVX
Chevron Corp
2.78%		21.2%42,700$8.83M
7
JPM
JPMorgan Chase
2.69%		23.9%29,000$8.53M
8
CSCO
Cisco Systems Inc.
2.32%		26.2%95,000$7.37M
9
NEE
Nextera Energy Inc.
2.21%		28.5%75,600$7.02M
10
CB
Chubb Ltd.
2.21%		30.7%21,500$7.01M
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Themes in the top 10
Artificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingCybersecurityNetworking InfrastructureSemiconductorsInfrastructureEnergy SecurityEnergy TransitionEnvironmental SolutionsClimate SolutionsClean EnergyGlobal Banking

ACUSX Mutual Fund Top Holdings

ACUSX holdings top 10 positions. The top 10 holdings account for 30.7% of the fund, led by Alphabet Inc. C at 4.4%, Microsoft Corp at 3.8%, Apple, Inc at 3.7%.

ACUSX portfolio concentration is moderate, with the top 10 representing 30.7% of total assets. The largest sector exposure is Information Technology at 24.7%.

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