HCMAX Mutual Fund

HCMAX Mutual Fund

NAV$30.61
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Showing the top 10 of 39 holdings · as of Mar 31, 2026
Top 10 weight
31.79%
HCMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Umb Money Market Fiduciary /
4.05%		4.0%3,360,211$3.36M--
2
VZ
Verizon CommunicComm. Services · Wireless Telecommunication Services
3.45%		7.5%57,000$2.86MComm. ServicesWireless Telecommunication Services
Share changes, sector and industry · Pro
3
BMY
Bristol-Myers Squibb Co.
3.39%		10.9%46,400$2.81M
4
PFE
Pfizer Inc
3.13%		14.0%92,700$2.60M
5
BIIB
Biogen Inc.
3.11%		17.1%14,100$2.58M
6
IFF
International Flavors & Fragrances Inc.
3.08%		20.2%35,300$2.56M
7
STZ
Constellation Brands Inc
2.96%		23.2%16,400$2.46M
8
WBD
Warner Bros. Discovery, Inc
2.90%		26.1%87,700$2.41M
9—Comcast Corp-Class A Cmcsa
2.87%		28.9%83,077$2.39M
10
USB
US Bancorp
2.85%		31.8%45,500$2.37M
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Themes in the top 10
Broadband Services5G InfrastructureNetworking InfrastructureTelecom InfrastructureInternet & DigitalContent DistributionPharmaceuticalsBiotechnologyDigital HealthLife Sciences ToolsFood InnovationValue RetailLuxury GoodsConsumer SpendingInfrastructure

HCMAX Mutual Fund Top Holdings

HCMAX holdings top 10 positions. The top 10 holdings account for 31.8% of the fund, led by UMB MONEY MARKET FIDUCIARY / at 4.0%, Verizon Communic at 3.5%, Bristol-Myers Squibb Co. at 3.4%.

HCMAX portfolio concentration is moderate, with the top 10 representing 31.8% of total assets. The largest sector exposure is Health Care at 20.3%.

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