LMSIX Mutual Fund

LMSIX Mutual Fund

NAV$18.73
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Showing the top 10 of 259 holdings · as of Mar 31, 2026
Top 10 weight
10.79%
LMSIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BE
Bloom Energy Corporation Com Cl AIndustrials · Electrical Equipment
1.57%		1.6%13,750$1.86MIndustrialsElectrical Equipment
2—Nextpower Inc Class AIndustrials · Machinery
1.32%		2.9%13,046$1.57MIndustrialsMachinery
Share changes, sector and industry · Pro
3DebtInvesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07
1.12%		4.0%1,336,109$1.34M
4
SSRM
Ssr Mining Inc
1.09%		5.1%43,905$1.29M
5
POWL
Powell Industries Inc
1.00%		6.1%2,200$1.19M
6
AGX
Argan Inc
0.99%		7.1%2,157$1.17M
7
ENSG
The Ensign Group Inc
0.94%		8.0%5,528$1.11M
8
PARR
Par Pacific Holdings Inc
0.94%		9.0%17,756$1.11M
9
CRDO
Credo Technology Group Holding Ltd Ordinary Shares
0.92%		9.9%11,593$1.09M
10
CRC
California Resources Corp
0.90%		10.8%15,478$1.07M
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Themes in the top 10
Clean EnergyClimate SolutionsHydrogen EconomyEnergy SecurityEnvironmental SolutionsValue RetailMillennials & Gen ZUrbanizationConsumer SpendingInterest RatesAsset ManagementETF ProvidersInflation ProtectionCurrencyCritical Minerals

LMSIX Mutual Fund Top Holdings

LMSIX holdings top 10 positions. The top 10 holdings account for 10.8% of the fund, led by Bloom Energy Corporation Com Cl A at 1.6%, Nextpower Inc Class A Common Stock at 1.3%, Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 at 1.1%.

LMSIX portfolio concentration is well-diversified, with the top 10 representing 10.8% of total assets. The largest sector exposure is Health Care at 17.5%.

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