LCBVX Mutual Fund

LCBVX Mutual Fund

NAV$45.12
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Showing the top 10 of 57 holdings · as of Sep 30, 2026
Top 10 weight
36.28%
LCBVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple IncInfo Tech · Tech Hardware
6.52%		6.5%460,200$153.26MInfo TechTech Hardware
2
AMZN
Amazon.com IncConsumer Disc. · Internet
5.50%		12.0%518,700$129.23MConsumer Disc.Internet
Sector and industry · Pro
3
JPM
JPMorgan Chase
4.31%		16.3%306,555$101.42M
4
MSFT
Microsoft Corp
3.89%		20.2%178,458$91.53M
5
JNJ
Johnson & Johnson -
3.88%		24.1%345,101$91.36M
6
INTC
Intel Corp.
2.77%		26.9%541,269$65.08M
7—Thermo Fisher
2.71%		29.6%94,452$63.76M
8—Schwab Strategic T
2.30%		31.9%553,468$54.10M
9
XOM
ExxonMobil Corp.
2.22%		34.1%320,500$52.16M
10
COP
Conocophillips
2.18%		36.3%409,918$51.30M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingDigital AdvertisingPaymentsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyNetworking InfrastructurePharmaceuticals

LCBVX Mutual Fund Top Holdings

LCBVX holdings top 10 positions. The top 10 holdings account for 36.3% of the fund, led by Apple Inc at 6.5%, Amazon.Com Inc at 5.5%, Jpmorgan Chase at 4.3%.

LCBVX portfolio concentration is moderate, with the top 10 representing 36.3% of total assets. The largest sector exposure is Information Technology at 22.3%.

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