ARIDX Mutual Fund

ARIDX Mutual Fund

NAV$5.75
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Showing the top 10 of 63 holdings · as of Feb 27, 2026
Top 10 weight
28.59%
ARIDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WMB
Williams Cos. Inc.Energy · Oil & Gas
3.80%		3.8%34,329$2.57MEnergyOil & Gas
2
PNC
PNC Financial Services Group Inc.Financials · Banks
3.35%		7.2%10,655$2.26MFinancialsBanks
Share changes, sector and industry · Pro
3DebtRoyalty Pharma
3.34%		10.5%48,782$2.25M
4
CB
Chubb Ltd.
3.10%		13.6%6,152$2.10M
5—Kinder Morgan, Inc. Class P
2.78%		16.4%56,538$1.88M
6—Unilever PLC
2.60%		19.0%23,863$1.76M
7
PGR
Progressive Corp
2.56%		21.5%8,092$1.73M
8
IFF
International Flavors & Fragrances Inc.
2.48%		24.0%20,356$1.67M
9
WFC
Wells Fargo & Co.
2.32%		26.3%19,255$1.57M
10
AMT
American Tower Corp
2.26%		28.6%7,943$1.52M
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Themes in the top 10
InfrastructureEnergy SecurityEnergy TransitionEnvironmental SolutionsClimate SolutionsGlobal BankingLending & CreditPaymentsAsset ManagementInterest RatesPharmaceuticalsBiotechnologyOncologyImmunologyAging Population

ARIDX Mutual Fund Top Holdings

ARIDX holdings top 10 positions. The top 10 holdings account for 28.6% of the fund, led by Williams Cos. Inc. at 3.8%, Pnc Financial Services Group Inc. at 3.4%, Royalty Pharma 3.55 09/02/2050 at 3.3%.

ARIDX portfolio concentration is well-diversified, with the top 10 representing 28.6% of total assets. The largest sector exposure is Financials at 14.8%.

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