CLVRX Mutual Fund

CLVRX Mutual Fund

NAV$43.05
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Showing the top 10 of 548 holdings · as of Mar 31, 2026
Top 10 weight
16.66%
CLVRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
3.46%		3.5%214,299$63.04MFinancialsBanks
2
BAC
Bank Of America CorpFinancials · Banks
2.02%		5.5%753,821$36.75MFinancialsBanks
Share changes, sector and industry · Pro
3
MRK
Merck & Company Inc
1.74%		7.2%263,275$31.67M
4
WFC
Wells Fargo & Co.
1.47%		8.7%335,152$26.68M
5
UNH
Unitedhealth Group, Inc.
1.46%		10.2%98,069$26.54M
6—Goldman Sachs & Co
1.45%		11.6%31,245$26.43M
7
MU
Micron Technology, Inc.
1.30%		12.9%69,783$23.58M
8
VZ
Verizon Communic
1.29%		14.2%467,490$23.47M
9
T
AT&T Inc.
1.25%		15.4%782,850$22.69M
10
C
Citigroup Inc.
1.22%		16.7%195,769$22.20M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPaymentsLending & CreditLife Sciences ToolsPharmaceuticalsBiotechnologySemiconductorsAging PopulationInterest RatesDerivatives TradingArtificial Intelligence

CLVRX Mutual Fund Top Holdings

CLVRX holdings top 10 positions. The top 10 holdings account for 16.7% of the fund, led by Jpmorgan Chase at 3.5%, Bank Of America Corp at 2.0%, Merck & Company Inc at 1.7%.

CLVRX portfolio concentration is well-diversified, with the top 10 representing 16.7% of total assets. The largest sector exposure is Financials at 26.9%.

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