BFOCX Mutual Fund

BFOCX Mutual Fund

NAV$48.32
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Showing top 50 of 124 holdings · as of Jun 30, 2026
BFOCX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MU
Micron Technology, Inc.Info Tech · Semiconductors
8.20%		8.2%32,790$37.85MInfo TechSemiconductors
2—Taiwan Semiconductor - AdrInfo Tech · Semiconductors
8.07%		16.3%77,910$37.21MInfo TechSemiconductors
Sector and industry · Pro
3
AMD
Advanced Micro Devices Inc
8.02%		24.3%63,650$36.97M
4
YNDX
Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange
6.12%		30.4%102,240$28.24M
5—Cfd Bloom Energy Corp- A
5.98%		36.4%91,090$27.57M
6
WDC
Western Digital Corp.
5.00%		41.4%36,120$23.07M
7
MRVL
Marvell Technology Group Ltd.
4.91%		46.3%76,080$22.66M
8
GLW
Corning Inc.
4.89%		51.2%88,230$22.54M
9
AMAT
Applied Materials, Inc.
4.88%		56.1%31,120$22.50M
10
INTC
Intel Corp
4.87%		60.9%160,840$22.46M
11
STX
Seagate Technology Holdings PLC
4.10%		65.0%19,590$18.90M
12—Credo Technologynology Group Holdi
4.09%		69.1%69,380$18.87M
13
ALAB
Astera Labs Inc -
3.44%		72.6%32,880$15.88M
14
Q
Qnity Electronics Inc
3.35%		75.9%94,760$15.48M
15
SIMO
Silicon Motion Technology Corp
3.20%		79.1%44,280$14.76M
16
AMKR
Amkor Technology, Inc.
3.02%		82.1%161,800$13.95M
17
TER
Teradyne Inc -
3.02%		85.2%28,750$13.91M
18
RKLB
Rocket Lab Usa Inc
3.01%		88.2%136,690$13.89M
19
ARM
Arm Holdings Plc Adr
2.99%		91.2%38,840$13.77M
20
AEHR
Aehr Test Systems
2.97%		94.1%142,640$13.70M
21
MXL
Maxlinear Inc
2.04%		96.2%73,470$9.41M
22
KLAC
KLA Corp
2.01%		98.2%30,660$9.25M
23
LRCX
Lam Research Corp
1.99%		100.2%21,170$9.17M
24—Axt Inc
0.00%		100.2%10$720
25—Affirm Holdings Inc Class A
0.00%		100.2%10$815
26—Akamai Technologies Inc.
0.00%		100.2%10$1.2K
27—Alphabet Inc,Class A
0.00%		100.2%10$3.6K
28—Oklo Inc Class A
0.00%		100.2%10$523
29—Amazon.com Inc
0.00%		100.2%10$2.4K
30—Amphenol Corp. Class A
0.00%		100.2%10$1.8K
31—Apple, Inc
0.00%		100.2%10$2.9K
32—Applied Digital Corp
0.00%		100.2%10$373
33—Applied Optoelectronics Inc
0.00%		100.2%10$1.5K
34—AppLovin Corp. Com Cl A
0.00%		100.2%10$5.2K
35—Argan, Inc.
0.00%		100.2%10$8.0K
36—Arista Networks Inc
0.00%		100.2%10$1.7K
37—Bwx Technologies, Inc.
0.00%		100.2%10$1.9K
38—Bitmine Immersion Technologi
0.00%		100.2%10$133
39—Broadcom Inc
0.00%		100.2%10$3.8K
40—Carvana Co
0.00%		100.2%50$3.3K
41—Celestica Inc.
0.00%		100.2%10$3.6K
42—Cerebras Systems Inc.
0.00%		100.2%10$2.2K
43—Ciena Corp
0.00%		100.2%10$4.9K
44—Circle Internet Group In
0.00%		100.2%10$626
45—Cisco Systems Inc.
0.00%		100.2%10$1.2K
46—Cleanspark Inc
0.00%		100.2%10$145
47—Cloudflare Inc (180 Day Lockup)
0.00%		100.2%10$2.5K
48—Coherent Corp
0.00%		100.2%10$3.9K
49—Coinbase Globa-A
0.00%		100.2%10$1.5K
50—Constellation Energy Corp
0.00%		100.2%10$2.5K
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Not reported for this fund: share changes.
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BFOCX Mutual Fund All Holdings

BFOCX holdings total 114 positions. The top 10 holdings account for 60.9% of the fund, led by Micron Technology, Inc. at 8.2%, Taiwan Semiconductor - Adr at 8.1%, Advanced Micro Devices Inc at 8.0%.

BFOCX portfolio concentration is relatively high, with the top 10 representing 60.9% of total assets. The largest sector exposure is Information Technology at 72.8%.

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