LVIII Mutual Fund

LVIII Mutual Fund

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Showing top 50 of 370 holdings · as of Jul 31, 2026
LVIII holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
6.87%		6.9%28,932$7.86MConsumer Disc.Internet
2
AAPL
Apple, IncInfo Tech · Tech Hardware
5.41%		12.3%20,009$6.18MInfo TechTech Hardware
Share changes, sector and industry · Pro
3
MSFT
Microsoft Corp
4.53%		16.8%11,151$5.18M
4
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
2.84%		19.7%6,344$3.25M
5
JPM
JPMorgan Chase
2.52%		22.2%8,176$2.88M
6
XOM
Exxon Mobil Corp.
2.04%		24.2%15,014$2.33M
7
CVX
Chevron Corp
1.63%		25.8%9,472$1.86M
8—Bank of America Corp.:
1.55%		27.4%28,580$1.77M
9
PG
Procter & Gamble Company
1.48%		28.9%11,748$1.70M
10
JNJ
Johnson & Johnson -
1.24%		30.1%5,517$1.41M
11
UNH
Unitedhealth Group Inc
1.21%		31.3%3,326$1.38M
12
MS
Morgan Stanley
1.16%		32.5%6,290$1.32M
13
GS
The Goldman Sachs Group Inc
1.12%		33.6%1,254$1.28M
14
PH
Parker-Hannifin Corp.
1.10%		34.7%1,285$1.25M
15
CSCO
Cisco Systems Inc.
1.08%		35.8%10,626$1.23M
16
C
Citigroup Inc.
1.08%		36.9%9,403$1.24M
17—Raytheon Co.
1.04%		37.9%5,521$1.19M
18
INTC
Intel Corp
1.03%		38.9%13,035$1.18M
19
WMT
Walmart, Inc.
0.99%		39.9%10,143$1.13M
20—Cash Offset
0.99%		40.9%1,127,888$-1127888
21DebtE-Mini S&P 500 Future Sept
0.99%		41.9%3$1.13M
22
ABT
Abbott Laboratories
0.95%		42.9%10,322$1.09M
23
TSTXX
Blackrock Liquidity Funds T-Fund
0.94%		43.8%1,078,001$1.08M
24
ITW
Illinois Tool Works Inc.
0.93%		44.7%3,724$1.07M
25
COST
Costco Wholesale Corp.
0.88%		45.6%1,060$1.01M
26
MMM
3M Company
0.75%		46.4%4,846$854.3K
27
ABBV
AbbVie Inc.
0.75%		47.1%3,402$853.7K
28
GILD
Gilead Sciences
0.73%		47.8%6,447$839.5K
29
MRK
Merck & Company Inc
0.72%		48.5%6,322$823.1K
30
TJX
Tjx Cos Inc
0.71%		49.3%5,140$808.7K
31
BMY
Bristol-Myers Squibb Co.
0.68%		49.9%11,976$782.2K
32
LMT
Lockheed Martin Corp
0.63%		50.6%1,242$723.8K
33
NEE
Nextera Energy Inc
0.63%		51.2%8,252$717.3K
34
PEP
Pepsico Inc.
0.62%		51.8%5,039$703.2K
35
MDT
Medtronic PLC
0.61%		52.4%8,157$696.5K
36
META
Meta Platforms Inc
0.58%		53.0%1,183$658.6K
37
PSX
Phillips 66
0.58%		53.6%3,142$665.1K
38
WFC
Wells Fargo & Co.
0.55%		54.1%7,276$629.0K
39
PLD
Prologis Inc
0.54%		54.7%4,251$614.7K
40
COP
Conocophillips
0.52%		55.2%4,900$590.4K
41—O'Eilly Automotive, Inc.
0.52%		55.7%6,605$590.2K
42
VLO
Valero
0.51%		56.2%1,875$586.7K
43
VZ
Verizon Communications Inc Vz
0.50%		56.7%12,264$574.1K
44
BSX
Boston Scientific Corp.
0.50%		57.2%12,246$572.3K
45
QCOM
Qualcomm Inc.
0.49%		57.7%3,784$558.6K
46—Schwab Strategic T
0.49%		58.2%5,317$559.6K
47
TRV
The Travelers Cos, Inc.
0.49%		58.7%1,489$557.4K
48
T
AT&T Inc
0.48%		59.2%23,536$547.2K
49
MET
Metlife Inc.
0.47%		59.6%5,553$533.8K
50—International Exchange, Inc.
0.46%		60.1%3,441$524.7K
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LVIII Mutual Fund All Holdings

LVIII holdings total 370 positions. The top 10 holdings account for 30.1% of the fund, led by Amazon.Com Inc at 6.9%, Apple, Inc at 5.4%, Microsoft Corp at 4.5%.

LVIII portfolio concentration is moderate, with the top 10 representing 30.1% of total assets. The largest sector exposure is Information Technology at 19.2%.

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