LFGVX Mutual Fund

LFGVX Mutual Fund

NAV$47.83
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Showing the top 10 of 34 holdings · as of Jul 31, 2026
Top 10 weight
59.94%
LFGVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
15.31%		15.3%119,463$23.98MInfo TechSemiconductors
2
GOOGL
Alphabet Inc,Class AComm. Services · Interactive Media
9.33%		24.6%41,025$14.61MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
AAPL
Apple, Inc
8.01%		32.6%40,633$12.55M
4
LLY
Eli Lilly & Co.
5.22%		37.9%7,121$8.18M
5
FIX
Comfort Systems USA Inc.
4.53%		42.4%4,102$7.10M
6
AVGO
Broadcom Inc
4.28%		46.7%17,222$6.70M
7—Lrcx Uw Equity
3.65%		50.3%19,507$5.72M
8
AMZN
Amazon.com Inc
3.64%		54.0%20,978$5.70M
9
GEV
Ge Vernova, Inc.
3.04%		57.0%4,805$4.76M
10
ANET
Arista Networks Inc
2.93%		59.9%25,440$4.59M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureDigital AdvertisingData & AnalyticsCybersecurityPharmaceuticalsBiotechnologyInfrastructureConnectors & InterconnectsManufacturingPaymentsEnergy Transition

LFGVX Mutual Fund Top Holdings

LFGVX holdings top 10 positions. The top 10 holdings account for 59.9% of the fund, led by Nvidia Corp at 15.3%, Alphabet Inc,class A at 9.3%, Apple, Inc at 8.0%.

LFGVX portfolio concentration is relatively high, with the top 10 representing 59.9% of total assets. The largest sector exposure is Information Technology at 51.8%.

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