BUFDX Mutual Fund

BUFDX Mutual Fund

NAV$38.94
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Showing the top 10 of 86 holdings · as of Mar 31, 2026
Top 10 weight
30.91%
BUFDX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
4.73%		4.7%31,080$7.89MInfo TechTech Hardware
2
META
Meta Platforms, Inc.Comm. Services · Interactive Media
4.56%		9.3%13,300$7.61MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
MSFT
Microsoft Corp
4.14%		13.4%18,650$6.90M
4
RCL
Royal Caribbean Cruises
2.83%		16.3%17,126$4.71M
5
LITE
Lumentum Holdings Inc Sr Nt Conv 2026-12-15
2.76%		19.0%-$4.60M
6—Viper Energy I-A
2.54%		21.6%90,000$4.23M
7
JPM
JPMorgan Chase
2.47%		24.0%14,000$4.12M
8
V
Visa Inc Class A
2.34%		26.4%12,925$3.91M
9
HCA
Hca-the Healthcare Co
2.30%		28.7%8,100$3.83M
10
GOOG
Alphabet Inc. C
2.24%		30.9%13,000$3.73M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsDigital AdvertisingEmerging TechMillennials & Gen ZCloud ComputingNetworking InfrastructureConsumer SpendingValue RetailSupply ChainUrbanizationEnergy Security

BUFDX Mutual Fund Top Holdings

BUFDX holdings top 10 positions. The top 10 holdings account for 30.9% of the fund, led by Apple, Inc at 4.7%, Meta Platforms, Inc. at 4.6%, Microsoft Corp at 4.1%.

BUFDX portfolio concentration is moderate, with the top 10 representing 30.9% of total assets. The largest sector exposure is Information Technology at 20.1%.

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