BULIX Mutual Fund

BULIX Mutual Fund

NAV$18.67
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Showing the top 10 of 39 holdings · as of Mar 31, 2026
Top 10 weight
52.41%
BULIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NEE
Nextera Energy Inc.Utilities · Electric Utilities
12.26%		12.3%413,692$38.42MUtilitiesElectric Utilities
2
DUK
Duke Energy CorpUtilities · Electric Utilities
6.45%		18.7%154,304$20.20MUtilitiesElectric Utilities
Share changes, sector and industry · Pro
3
CEG
Constellation E..
5.53%		24.2%62,034$17.32M
4
EXC
Exelon
4.97%		29.2%317,717$15.57M
5
SO
Southern Co.
4.84%		34.0%157,195$15.17M
6
ED
Consolidated Edison Inc
4.44%		38.5%123,090$13.93M
7
PPL
Ppl Corp
3.65%		42.1%299,480$11.44M
8—Firstenergy Corp Sr Unsec
3.49%		45.6%216,205$10.95M
9—Dominion Energy, Inc. 4.65%
3.44%		49.1%174,363$10.78M
10
CMS
Cms Energy Corp.
3.34%		52.4%134,870$10.46M
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Themes in the top 10
Clean EnergyClimate SolutionsEnergy TransitionInfrastructureEnergy SecurityInterest RatesSupply ChainInflation ProtectionManufacturing

BULIX Mutual Fund Top Holdings

BULIX holdings top 10 positions. The top 10 holdings account for 52.4% of the fund, led by Nextera Energy Inc. at 12.3%, Duke Energy Corp at 6.5%, Constellation E.. at 5.5%.

BULIX portfolio concentration is relatively high, with the top 10 representing 52.4% of total assets. The largest sector exposure is Utilities at 90.6%.

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