LCBVX Mutual Fund

LCBVX Mutual Fund

NAV$43.70
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Showing the top 10 of 58 holdings · as of Aug 31, 2026
Top 10 weight
35.63%
LCBVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
6.02%		6.0%460,200$145.81MInfo TechTech Hardware
2
AMZN
Amazon.com IncConsumer Disc. · Internet
5.56%		11.6%518,700$134.74MConsumer Disc.Internet
Sector and industry · Pro
3
JPM
JPMorgan Chase
4.62%		16.2%314,655$112.02M
4
JNJ
Johnson & Johnson -
3.89%		20.1%354,301$94.19M
5
MSFT
Microsoft Corp
3.73%		23.8%178,458$90.53M
6—Schwab Strategic T
2.58%		26.4%568,368$62.42M
7
TMO
Thermo Fisherscientific Inc.
2.47%		28.9%96,952$59.83M
8
COP
Conocophillips
2.30%		31.2%420,818$55.75M
9
CVS
Cvs Health Corp.
2.27%		33.4%585,100$54.95M
10—Bank of America Corp.:
2.19%		35.6%855,174$52.97M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingDigital AdvertisingPaymentsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPharmaceuticalsMedical Devices

LCBVX Mutual Fund Top Holdings

LCBVX holdings top 10 positions. The top 10 holdings account for 35.6% of the fund, led by Apple, Inc at 6.0%, Amazon.Com Inc at 5.6%, Jpmorgan Chase at 4.6%.

LCBVX portfolio concentration is moderate, with the top 10 representing 35.6% of total assets. The largest sector exposure is Information Technology at 20.8%.

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