LAMCX Mutual Fund

LAMCX Mutual Fund

NAV$26.10
See how much of LAMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing top 50 of 52 holdings · as of Jul 31, 2026
LAMCX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
7.77%		7.8%1,891,691$379.76MInfo TechSemiconductors
2
MSFT
Microsoft CorpInfo Tech · Software
6.98%		14.8%733,435$340.84MInfo TechSoftware
Share changes, sector and industry · Pro
3
AVGO
Broadcom Inc
4.54%		19.3%569,570$221.72M
4
GOOGL
Alphabet Inc,Class A
4.48%		23.8%614,177$218.73M
5—Taiwan Semiconductor - Adr
3.70%		27.5%446,787$180.61M
6
JPM
JPMorgan Chase
3.40%		30.9%471,490$165.87M
7
LLY
Eli Lilly & Co.
3.37%		34.2%143,356$164.69M
8
JNJ
Johnson & Johnson -
3.32%		37.6%633,147$162.31M
9
MS
Morgan Stanley
2.94%		40.5%683,503$143.82M
10
UNH
Unitedhealth Group Inc
2.73%		43.2%321,787$133.35M
11
PM
Philip Morris International Inc.
2.32%		45.5%594,381$113.42M
12
XOM
Exxon Mobil Corp.
2.31%		47.9%726,764$112.97M
13
PH
Parker-Hannifin Corp.
2.30%		50.2%114,862$112.17M
14
MPC
Marathon Petroleum Corp
2.23%		52.4%344,632$109.07M
15—Enbridge Inc.
2.12%		54.5%1,903,908$103.69M
16—Bank of America Corp.:
2.11%		56.6%1,664,103$103.09M
17
ADI
Analog Devices, Inc.
2.09%		58.7%277,803$102.07M
18
TJX
Tjx Cos Inc
2.04%		60.7%633,315$99.65M
19
KO
Coca Cola Co.
1.88%		62.6%1,051,068$92.06M
20
BNY
Bank Of New York Mellon Corp
1.87%		64.5%584,086$91.31M
21
ETR
Entergy Corp.
1.80%		66.3%818,646$88.10M
22
NEE
Nextera Energy Inc
1.74%		68.0%979,098$85.10M
23
WFC
Wells Fargo & Co.
1.66%		69.7%936,024$80.92M
24
WMT
Walmart, Inc.
1.55%		71.2%678,911$75.49M
25
STLD
Steel Dynamics, Inc.
1.50%		72.7%291,272$73.19M
26—Linde (Industrial Gases Supplier and Engineer)
1.48%		74.2%151,538$72.49M
27—Schwab Strategic T
1.43%		75.7%662,958$69.77M
28—Lrcx Uw Equity
1.40%		77.1%233,720$68.48M
29
CB
Chubb Ltd.
1.38%		78.4%191,774$67.25M
30
LHX
L3Harris Technologies Inc.
1.30%		79.7%229,873$63.69M
31
AME
Ametek Inc
1.28%		81.0%259,586$62.74M
32
ODFL
Old Dominion Freig
1.28%		82.3%295,651$62.72M
33
SHW
The Sherwin Williams Co
1.23%		83.5%175,723$59.90M
34—Crh Plc -
1.23%		84.8%632,363$60.08M
35
DE
Deere & Co Sedol 2261203
1.22%		86.0%100,737$59.70M
36
CBOE
Cboe Global Market
1.15%		87.1%180,620$56.03M
37
LOW
Lowes Cos., Inc.
1.14%		88.3%267,785$55.65M
38
MA
Mastercard Inc
1.12%		89.4%95,779$54.89M
39
WM
Waste Management
1.11%		90.5%240,134$54.40M
40
WST
West Pharmaceutical Services Inc
1.07%		91.6%153,922$52.48M
41
GLW
Corning Inc.
1.01%		92.6%358,071$49.50M
42
UNP
Union Pacific Corp
0.97%		93.5%162,854$47.57M
43
AJG
Arthur J Gallagher & Co.
0.94%		94.5%183,928$45.88M
44
CTAS
Cintas Corp.
0.86%		95.3%205,426$42.04M
45
CMS
Cms Energy Corp.
0.84%		96.2%570,201$41.05M
46
CHRW
CH Robinson Worldwide
0.82%		97.0%270,321$39.93M
47
TXN
Texas Instrument Inc
0.80%		97.8%141,885$39.12M
48
ORCL
Oracle Corp -
0.60%		98.4%225,436$29.28M
49—Stryker Corp 3.375 11/25
0.55%		99.0%82,483$26.86M
50
MCD
Mcdonald'S Corp
0.51%		99.5%92,896$25.14M
More holdings · Pro
FundXLS Pro
See the other 2 holdings of LAMCX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

LAMCX Mutual Fund All Holdings

LAMCX holdings total 54 positions. The top 10 holdings account for 43.2% of the fund, led by Nvidia Corp at 7.8%, Microsoft Corp at 7.0%, Broadcom Inc at 4.5%.

LAMCX portfolio concentration is moderate, with the top 10 representing 43.2% of total assets. The largest sector exposure is Information Technology at 29.2%.

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