IRVSX Mutual Fund

IRVSX Mutual Fund

NAV$33.11
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Showing the top 10 of 159 holdings · as of Apr 30, 2026
Top 10 weight
29.42%
IRVSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
3.91%		3.9%25,799$12.22MIndustrialsIndustrial Conglomerates
2
JPM
JPMorgan ChaseFinancials · Banks
3.81%		7.7%37,998$11.90MFinancialsBanks
Sector and industry · Pro
3—Alphabet Inc
3.55%		11.3%28,859$11.10M
4
AMZN
Amazon.com Inc
3.13%		14.4%36,889$9.78M
5
XOM
Exxon Mobil Corp.
2.92%		17.3%59,094$9.12M
6
GOOG
Alphabet Inc. C
2.87%		20.2%23,499$8.98M
7
MU
Micron Technology, Inc.
2.59%		22.8%15,629$8.08M
8
JNJ
Johnson & Johnson -
2.47%		25.3%33,660$7.74M
9
WMT
Walmart, Inc.
2.31%		27.6%54,775$7.23M
10
INTC
Intel Corp
1.86%		29.4%61,720$5.83M
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Themes in the top 10
Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingDigital BankingInvestment TechnologyArtificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingData & AnalyticsSemiconductorsPharmaceuticalsMedical DevicesValue Retail

IRVSX Mutual Fund Top Holdings

IRVSX holdings top 10 positions. The top 10 holdings account for 29.4% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 3.9%, Jpmorgan Chase at 3.8%, Alphabet Inc Common Stock USD 0.001 at 3.5%.

IRVSX portfolio concentration is well-diversified, with the top 10 representing 29.4% of total assets. The largest sector exposure is Financials at 15.5%.

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