IRVSX Mutual Fund

IRVSX Mutual Fund

NAV$34.06
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Showing the top 10 of 157 holdings · as of Sep 30, 2026
Top 10 weight
40.47%
IRVSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
8.26%		8.3%111,981$27.90MConsumer Disc.Internet
2
AAPL
Apple IncInfo Tech · Tech Hardware
8.23%		16.5%83,455$27.79MInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
7.11%		23.6%46,792$24.00M
4
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
3.46%		27.1%23,458$11.68M
5
JPM
JPMorgan Chase
3.30%		30.4%33,681$11.14M
6
XOM
Exxon Mobil Corp.
2.50%		32.9%51,861$8.44M
7
JNJ
Johnson & Johnson -
2.38%		35.2%30,352$8.04M
8
INTC
Intel Corp.
2.05%		37.3%57,553$6.92M
9
ABBV
AbbVie Inc.
1.59%		38.9%20,523$5.37M
10
CSCO
Cisco Systems Inc.
1.59%		40.5%49,768$5.36M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsSemiconductorsCybersecurityData & AnalyticsNetworking InfrastructureAsset ManagementMarket InfrastructureGlobal BankingDerivatives TradingDigital BankingInvestment Technology

IRVSX Mutual Fund Top Holdings

IRVSX holdings top 10 positions. The top 10 holdings account for 40.5% of the fund, led by Amazon.Com Inc at 8.3%, Apple Inc at 8.2%, Microsoft Corp at 7.1%.

IRVSX portfolio concentration is moderate, with the top 10 representing 40.5% of total assets. The largest sector exposure is Information Technology at 22.1%.

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