CLVRX Mutual Fund

CLVRX Mutual Fund

NAV$40.60
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Showing the top 10 of 548 holdings · as of Jul 31, 2026
Top 10 weight
17.41%
CLVRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
4.72%		4.7%289,792$101.95MFinancialsBanks
2—Bank of America Corp.:Financials · Banks
2.38%		7.1%828,394$51.32MFinancialsBanks
Sector and industry · Pro
3
UNH
Unitedhealth Group, Inc.
1.89%		9.0%98,270$40.72M
4
WFC
Wells Fargo & Co.
1.49%		10.5%372,286$32.18M
5
C
Citigroup Inc.
1.29%		11.8%210,460$27.88M
6
PG
Procter & Gamble Company
1.29%		13.1%192,090$27.76M
7
HD
The Home Depot Inc
1.14%		14.2%74,124$24.61M
8
VZ
Verizon Communications Inc Vz
1.13%		15.3%518,874$24.29M
9
GS
The Goldman Sachs Group Inc
1.10%		16.4%23,410$23.84M
10
DIS
Walt Disney Co
0.98%		17.4%219,128$21.08M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment Technology5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalLending & CreditPaymentsInterest RatesValue RetailConsumer Spending

CLVRX Mutual Fund Top Holdings

CLVRX holdings top 10 positions. The top 10 holdings account for 17.4% of the fund, led by Jpmorgan Chase at 4.7%, Bank of America Corp.: Financials at 2.4%, Unitedhealth Group, Inc. at 1.9%.

CLVRX portfolio concentration is well-diversified, with the top 10 representing 17.4% of total assets. The largest sector exposure is Financials at 29.7%.

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