HULEX Mutual Fund

HULEX Mutual Fund

NAV$39.52
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Showing the top 10 of 41 holdings · as of Apr 30, 2026
Top 10 weight
51.99%
HULEX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
GLNG
Golar Lng LtdIndustrials · Marine Transportation
6.63%		6.6%601,152$33.06MIndustrialsMarine Transportation
2
C
Citigroup Inc.Financials · Banks
6.40%		13.0%249,268$31.90MFinancialsBanks
Share changes, sector and industry · Pro
3
FDX
Fedex Corp
6.32%		19.4%78,200$31.54M
4
ORCL
Oracle Corp -
5.40%		24.8%166,800$26.92M
5
KBR
Kbr Inc
5.22%		30.0%694,842$26.05M
6
PFE
Pfizer Inc
5.12%		35.1%955,830$25.52M
7—Bank of America Corp.:
4.31%		39.4%402,546$21.52M
8
T
AT&T Inc.
4.26%		43.7%813,380$21.25M
9
BP
Bp Plc ADR
4.24%		47.9%446,100$21.14M
10
PM
Philip Morris International Inc.
4.09%		52.0%123,614$20.40M
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Themes in the top 10
Global BankingDigital BankingPaymentsLending & CreditAsset ManagementSupply ChainManufacturingAviation TechnologyNetworking InfrastructureInfrastructureCloud ComputingData & AnalyticsArtificial IntelligenceCybersecurityInternet & Digital

HULEX Mutual Fund Top Holdings

HULEX holdings top 10 positions. The top 10 holdings account for 52.0% of the fund, led by Golar Lng Ltd at 6.6%, Citigroup Inc. at 6.4%, Fedex Corp at 6.3%.

HULEX portfolio concentration is relatively high, with the top 10 representing 52.0% of total assets. The largest sector exposure is Financials at 29.8%.

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