JDWRX Mutual Fund

JDWRX Mutual Fund

NAV$135.97
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Showing the top 10 of 125 holdings · as of Dec 31, 2025
Top 10 weight
32.67%
JDWRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia Corp.Info Tech · Semiconductors
6.98%		7.0%1,667,807$311.05MInfo TechSemiconductors
2
MSFT
Microsoft CorpInfo Tech · Software
4.84%		11.8%445,831$215.61MInfo TechSoftware
Sector and industry · Pro
3
GOOG
Alphabet Inc. C
4.30%		16.1%610,258$191.50M
4
AMZN
Amazon.com Inc
3.07%		19.2%591,775$136.59M
5
AVGO
Broadcom Inc
2.93%		22.1%377,473$130.64M
6
META
Meta Platforms, Inc.
2.62%		24.7%176,988$116.83M
7
AAPL
Apple, Inc
2.53%		27.3%414,370$112.65M
8
JPM
JPMorgan Chase
2.25%		29.5%310,906$100.18M
9—Taiwan Semiconductor - Adr
1.66%		31.2%1,515,000$74.02M
10
MA
Mastercard Inc
1.49%		32.7%116,652$66.59M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingEmerging TechMillennials & Gen ZGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment Technology

JDWRX Mutual Fund Top Holdings

JDWRX holdings top 10 positions. The top 10 holdings account for 32.7% of the fund, led by Nvidia Corp. at 7.0%, Microsoft Corp at 4.8%, Alphabet Inc. C at 4.3%.

JDWRX portfolio concentration is moderate, with the top 10 representing 32.7% of total assets. The largest sector exposure is Information Technology at 26.0%.

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