BCAMX Mutual Fund

BCAMX Mutual Fund

NAV$81.94
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Showing the top 10 of 54 holdings · as of Jun 30, 2026
Top 10 weight
45.53%
BCAMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
7.85%		7.8%30,745$6.15MInfo TechSemiconductors
2
AAPL
Apple, IncInfo Tech · Tech Hardware
7.21%		15.1%19,516$5.65MInfo TechTech Hardware
Sector and industry · Pro
3
GOOG
Alphabet Inc. C
6.38%		21.4%14,155$5.00M
4
AVGO
Broadcom Inc
4.83%		26.3%10,027$3.79M
5
MSFT
Microsoft Corp
4.77%		31.0%10,020$3.74M
6
LLY
Eli Lilly & Co.
3.56%		34.6%2,325$2.79M
7
V
Visa Inc Class A
3.33%		37.9%7,596$2.61M
8
PANW
Palo Alto Networks, Inc
2.80%		40.7%6,427$2.19M
9
MU
Micron Technology, Inc.
2.46%		43.2%1,667$1.92M
10—Bank of America Corp.:
2.34%		45.5%32,114$1.83M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingPharmaceuticalsBiotechnologyPaymentsDigital BankingConsumer Spending5G InfrastructureBroadband Services

BCAMX Mutual Fund Top Holdings

BCAMX holdings top 10 positions. The top 10 holdings account for 45.5% of the fund, led by Nvidia Corp at 7.8%, Apple, Inc at 7.2%, Alphabet Inc. C at 6.4%.

BCAMX portfolio concentration is moderate, with the top 10 representing 45.5% of total assets. The largest sector exposure is Information Technology at 39.0%.

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