JLVRX Mutual Fund

JLVRX Mutual Fund

NAV$24.40
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Showing the top 10 of 98 holdings · as of Mar 31, 2026
Top 10 weight
23.63%
JLVRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway, Inc.
4.28%		4.3%442,343$211.97M--
2—Meta Platform IncComm. Services · Interactive Media
2.68%		7.0%231,848$132.65MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
GOOG
Alphabet Inc. C
2.64%		9.6%454,435$130.36M
4
WFC
Wells Fargo & Co.
2.59%		12.2%1,611,054$128.26M
5
BAC
Bank Of America Corp.
2.32%		14.5%2,357,881$114.95M
6
FITB
Fifth Third Bancorp
2.08%		16.6%2,217,112$103.01M
7
T
AT&T Inc
1.79%		18.4%3,062,754$88.79M
8
USB
US Bancorp
1.79%		20.2%1,703,708$88.61M
9
GEHC
Ge Healthcare Technologies Inc
1.73%		21.9%1,204,390$85.73M
10
JNJ
Johnson & Johnson -
1.73%		23.6%350,324$85.63M
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Themes in the top 10
Internet & DigitalDigital AdvertisingArtificial IntelligenceEmerging TechMillennials & Gen ZCloud ComputingData & AnalyticsGlobal BankingLending & CreditPaymentsInterest RatesInvestment TechnologyDigital BankingRegulatory TechnologyMarket Infrastructure

JLVRX Mutual Fund Top Holdings

JLVRX holdings top 10 positions. The top 10 holdings account for 23.6% of the fund, led by Berkshire Hathaway, Inc. at 4.3%, Meta Platform Inc at 2.7%, Alphabet Inc. C at 2.6%.

JLVRX portfolio concentration is well-diversified, with the top 10 representing 23.6% of total assets. The largest sector exposure is Health Care at 14.2%.

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