BMPEX Mutual Fund

BMPEX Mutual Fund

NAV$27.27
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Showing the top 10 of 26 holdings · as of Jun 30, 2026
Top 10 weight
56.00%
BMPEX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Athene (Ath) / Apollo Global Management (Apo)Financials · Capital Markets
6.61%		6.6%43,000$5.09MFinancialsCapital Markets
2
RDNT
Radnet IncHealth Care · Healthcare Services
6.41%		13.0%80,000$4.93MHealth CareHealthcare Services
Sector and industry · Pro
3
GOOG
Alphabet Inc. C
6.19%		19.2%13,500$4.77M
4
SUNB
Sunbelt Rentals
5.83%		25.0%60,000$4.49M
5—Blackstone Group Inc. Class A
5.65%		30.7%37,000$4.35M
6—Zurn Water Solutions Corp
5.25%		35.9%80,000$4.04M
7
FERG
Ferguson Enterprises
5.24%		41.2%17,000$4.03M
8
MSFT
Microsoft Corp
5.09%		46.3%10,500$3.92M
9
CACC
Credit Acceptance Corp
4.96%		51.2%6,000$3.82M
10
AJG
Arthur J Gallagher & Co.
4.77%		56.0%16,000$3.67M
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Themes in the top 10
Asset ManagementInvestment TechnologyLending & CreditDerivatives TradingMarket InfrastructureMedical DevicesDigital HealthAging PopulationHealth & WellnessManaged CareArtificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital Advertising

BMPEX Mutual Fund Top Holdings

BMPEX holdings top 10 positions. The top 10 holdings account for 56.0% of the fund, led by Athene (Ath) / Apollo Global Management (Apo) at 6.6%, Radnet Inc at 6.4%, Alphabet Inc. C at 6.2%.

BMPEX portfolio concentration is relatively high, with the top 10 representing 56.0% of total assets. The largest sector exposure is Financials at 31.9%.

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