HLPPX Mutual Fund

HLPPX Mutual Fund

NAV$9.92
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Showing the top 10 of 52 holdings · as of Mar 31, 2026
Top 10 weight
58.62%
HLPPX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
PLD
Prologis IncReal Estate · Equity Real Estate Investment Trusts (REITs)
8.71%		8.7%18,832$2.49MReal EstateEquity Real Estate Investment Trusts (REITs)
2—Equinix Inc. Real Estate Investment TrustReal Estate · Real Estate
6.96%		15.7%2,028$1.99MReal EstateReal Estate
Share changes, sector and industry · Pro
3
WELL
Welltower, Inc.
6.59%		22.3%9,517$1.88M
4
AMT
American Tower Corp
5.95%		28.2%9,844$1.70M
5
SPG
Simon Property Group Inc
5.71%		33.9%8,746$1.63M
6
PSA
Public Storage
5.29%		39.2%5,581$1.51M
7
DLR
Digital Realty Trust Inc.
5.10%		44.3%8,085$1.46M
8—Vertiv Holding Corp
4.94%		49.3%5,636$1.41M
9
O
Realty Income Corp.
4.77%		54.0%22,266$1.36M
10—Crown Castle International Corp.
4.60%		58.6%16,156$1.31M
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Themes in the top 10
Supply ChainInfrastructureUrbanizationPropTechInflation ProtectionCloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurity5G InfrastructureTelecom InfrastructureConsumer SpendingChanging WorkData & Analytics

HLPPX Mutual Fund Top Holdings

HLPPX holdings top 10 positions. The top 10 holdings account for 58.6% of the fund, led by Prologis Inc at 8.7%, Equinix Inc. Real Estate Investment Trust at 7.0%, Welltower, Inc. at 6.6%.

HLPPX portfolio concentration is relatively high, with the top 10 representing 58.6% of total assets. The largest sector exposure is Real Estate at 76.4%.

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