IBALX Mutual Fund

IBALX Mutual Fund

NAV$37.50
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Showing the top 10 of 675 holdings · as of Apr 30, 2026
Top 10 weight
25.35%
IBALX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
5.16%		5.2%390,690$77.97MInfo TechSemiconductors
2
AAPL
Apple, IncInfo Tech · Tech Hardware
3.89%		9.1%216,418$58.73MInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
3.32%		12.4%123,179$50.23M
4
AMZN
Amazon.com Inc
2.94%		15.3%167,488$44.39M
5
GOOGL
Alphabet Inc,Class A
2.28%		17.6%89,597$34.48M
6
AVGO
Broadcom Inc
2.11%		19.7%76,349$31.87M
7—Fnma Tba 30 Yr 3.5 Single Family Mortgage 02/15/2056
1.58%		21.3%-$23.86M
8
GOOG
Alphabet Inc. C
1.49%		22.8%58,836$22.47M
9
META
Meta Platforms Inc
1.45%		24.2%35,792$21.90M
10DebtFixed Inc Clearing Corp.Repo
1.13%		25.3%-$17.08M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingPaymentsEmerging TechMillennials & Gen Z

IBALX Mutual Fund Top Holdings

IBALX holdings top 10 positions. The top 10 holdings account for 25.3% of the fund, led by Nvidia Corp at 5.2%, Apple, Inc at 3.9%, Microsoft Corp at 3.3%.

IBALX portfolio concentration is well-diversified, with the top 10 representing 25.3% of total assets. The largest sector exposure is Information Technology at 22.7%.

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