LCBVX Mutual Fund

LCBVX Mutual Fund

NAV$44.21
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Showing the top 10 of 58 holdings · as of Jul 31, 2026
Top 10 weight
34.08%
LCBVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
5.87%		5.9%460,200$142.16MInfo TechTech Hardware
2
AMZN
Amazon.com IncConsumer Disc. · Internet
5.82%		11.7%518,700$140.87MConsumer Disc.Internet
Sector and industry · Pro
3
JPM
JPMorgan Chase & Co.
4.57%		16.3%314,655$110.69M
4
JNJ
Johnson & Johnson
3.75%		20.0%354,301$90.83M
5
CVS
Cvs Health Corp.
2.52%		22.5%585,100$61.10M
6
SCHW
Charles Schwab Corp.
2.47%		25.0%568,368$59.82M
7
TMO
Thermo Fisher Scientific Inc
2.30%		27.3%96,952$55.68M
8
APD
Air Products & Chemicals In
2.30%		29.6%188,971$55.73M
9
TRV
Travelers Cos., Inc.
2.29%		31.9%147,960$55.39M
10
BAC
Bank Of America Corp.
2.19%		34.1%855,174$52.98M
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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 34.1% of the fund, led by Apple, Inc at 5.9%, Amazon.Com Inc at 5.8%, Jpmorgan Chase & Co. at 4.6%.

LCBVX portfolio concentration is moderate, with the top 10 representing 34.1% of total assets. The largest sector exposure is Financials at 18.6%.

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