BRUKX Mutual Fund

BRUKX Mutual Fund

NAV$19.55
See how much of BRUKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 121 holdings · as of Feb 28, 2026
Top 10 weight
19.80%
BRUKX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JNJ
Johnson & Johnson -Health Care · Pharmaceuticals
3.33%		3.3%43,618$10.84MHealth CarePharmaceuticals
2—Alphabet IncComm. Services · Interactive Media
2.36%		5.7%24,645$7.68MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
CAT
Caterpillar, Inc.
2.14%		7.8%9,386$6.97M
4
AMZN
Amazon.com Inc
2.01%		9.8%31,107$6.53M
5
C
Citigroup Inc.
1.81%		11.7%53,452$5.89M
6
META
Meta Platforms, Inc.
1.69%		13.3%8,453$5.48M
7
CB
Chubb Ltd
1.68%		15.0%16,003$5.45M
8
WAB
Westinghouse Air Brake Technologies Corp.
1.61%		16.6%19,848$5.24M
9
BRK.B
Berkshire Hathaway, Inc.
1.59%		18.2%10,218$5.16M
10
PFE
Pfizer Inc
1.58%		19.8%185,235$5.12M
More holdings · Pro
FundXLS Pro
See the other 111 holdings of BRUKX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
PharmaceuticalsMedical DevicesArtificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingData & AnalyticsEmerging TechNetworking InfrastructureGlobal BankingDigital BankingPaymentsLending & CreditAsset ManagementMillennials & Gen Z

BRUKX Mutual Fund Top Holdings

BRUKX holdings top 10 positions. The top 10 holdings account for 19.8% of the fund, led by Johnson & Johnson - Common at 3.3%, Alphabet Inc Common Stock USD 0.001 at 2.4%, Caterpillar, Inc. at 2.1%.

BRUKX portfolio concentration is well-diversified, with the top 10 representing 19.8% of total assets. The largest sector exposure is Financials at 18.3%.

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