CDIVX Mutual Fund

CDIVX Mutual Fund

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Showing the top 10 of 65 holdings · as of May 31, 2026
Top 10 weight
24.13%
CDIVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
LRCX
Lam Research Corpcommon StockInfo Tech · Semiconductors
2.67%		2.7%2,161$687.6KInfo TechSemiconductors
2
AVGO
Broadcom IncInfo Tech · Semiconductors
2.64%		5.3%1,524$680.9KInfo TechSemiconductors
Share changes, sector and industry · Pro
3
AAPL
Apple, Inc
2.63%		7.9%2,169$676.9K
4
MS
Morgan Stanley
2.45%		10.4%3,039$632.1K
5
WCC
Wesco International Inc
2.36%		12.8%1,683$607.8K
6—Taiwan Semiconductor - Adr
2.34%		15.1%1,440$602.6K
7
JBHT
Jb Hunt Transport Services Inc.
2.33%		17.4%2,177$601.8K
8—Alphabet Inc
2.27%		19.7%1,541$586.1K
9
MSFT
Microsoft Corp
2.25%		21.9%1,289$580.4K
10
APH
Amphenol Corp. Class A
2.19%		24.1%3,801$565.4K
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Themes in the top 10
SemiconductorsConnectors & InterconnectsNetworking InfrastructureManufacturingCloud ComputingArtificial IntelligenceInternet & DigitalCybersecurityData & AnalyticsGlobal BankingAsset ManagementInvestment TechnologyDerivatives TradingMarket InfrastructureSupply Chain

CDIVX Mutual Fund Top Holdings

CDIVX holdings top 10 positions. The top 10 holdings account for 24.1% of the fund, led by Lam Research Corpcommon Stock at 2.7%, Broadcom Inc at 2.6%, Apple, Inc at 2.6%.

CDIVX portfolio concentration is well-diversified, with the top 10 representing 24.1% of total assets. The largest sector exposure is Information Technology at 31.8%.

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