BERCX Mutual Fund

BERCX Mutual Fund

NAV$18.89
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Showing the top 10 of 51 holdings · as of Mar 31, 2026
Top 10 weight
27.87%
BERCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Restaurant Brands International Inc.Consumer Disc. · Hotels & Leisure
3.21%		3.2%5,283$543.9KConsumer Disc.Hotels & Leisure
2
BC
Brunswick CorpConsumer Disc. · Leisure Products
2.98%		6.2%6,960$506.4KConsumer Disc.Leisure Products
Share changes, sector and industry · Pro
3
KEX
Kirby Corp
2.91%		9.1%3,721$494.4K
4
RRX
Regal Rexnord Corp
2.80%		11.9%2,539$475.5K
5
BKR
Baker Hughes Co
2.78%		14.7%7,733$472.1K
6
BRKR
Bruker Corp.
2.73%		17.4%12,826$463.3K
7
COO
The Cooper Cos Inc
2.71%		20.1%6,427$459.5K
8
KNX
Knight-Swift Transportation Holdings Inc
2.68%		22.8%7,887$454.1K
9
CCK
Crown Holdings Inc.
2.57%		25.4%4,355$436.6K
10—Northern Venture Trust Plc Ordinary Shares
2.50%		27.9%7,435$423.8K
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Themes in the top 10
Consumer SpendingValue RetailFood InnovationUrbanizationManufacturingHealth & WellnessMillennials & Gen ZEnvironmental SolutionsSupply ChainEnergy SecurityEnergy TransitionInfrastructureRobotics & AutomationClean EnergyLife Sciences Tools

BERCX Mutual Fund Top Holdings

BERCX holdings top 10 positions. The top 10 holdings account for 27.9% of the fund, led by Restaurant Brands International Inc. at 3.2%, Brunswick Corp at 3.0%, Kirby Corp at 2.9%.

BERCX portfolio concentration is well-diversified, with the top 10 representing 27.9% of total assets. The largest sector exposure is Industrials at 21.0%.

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