LVIII Mutual Fund

LVIII Mutual Fund

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Showing top 50 of 309 holdings · as of Mar 31, 2026
LVIII holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
2.87%		2.9%6,355$3.05MIndustrialsIndustrial Conglomerates
2
JPM
JPMorgan ChaseFinancials · Banks
2.47%		5.3%8,922$2.62MFinancialsBanks
Share changes, sector and industry · Pro
3
AMZN
Amazon.com Inc
2.39%		7.7%12,200$2.54M
4—Alphabet Inc
2.21%		9.9%8,171$2.35M
5
XOM
Exxon Mobil Corp.
2.10%		12.0%13,129$2.23M
6
CVX
Chevron Corp
2.00%		14.0%10,261$2.12M
7
PG
Procter & Gamble Company
1.68%		15.7%12,323$1.78M
8—Bank of America Corp.:
1.67%		17.4%36,488$1.78M
9
TSTXX
Blackrock Liquidity Funds T-Fund
1.64%		19.0%1,740,291$1.74M
10
GOOG
Alphabet Inc. C
1.57%		20.6%5,799$1.66M
11
MU
Micron Technology, Inc.
1.47%		22.1%4,630$1.56M
12
MS
Morgan Stanley
1.46%		23.5%9,407$1.55M
13
WMT
Walmart, Inc.
1.44%		25.0%12,292$1.53M
14
CAT
Caterpillar, Inc.
1.39%		26.4%2,086$1.48M
15
JNJ
Johnson & Johnson -
1.34%		27.7%5,810$1.42M
16—Raytheon Co.
1.30%		29.0%7,139$1.38M
17
MMM
3M Company
1.30%		30.3%9,486$1.38M
18
TRV
The Travelers Cos, Inc.
1.26%		31.6%4,573$1.33M
19
PH
Parker-Hannifin Corp.
1.20%		32.8%1,429$1.28M
20
C
Citigroup Inc.
1.16%		33.9%10,844$1.23M
21
AMAT
Applied Materials, Inc.
1.13%		35.1%3,517$1.20M
22
BMY
Bristol-Myers Squibb Co.
1.13%		36.2%19,715$1.20M
23
WFC
Wells Fargo & Co.
1.05%		37.2%14,045$1.12M
24
UNH
Unitedhealth Group Inc
1.00%		38.2%3,915$1.06M
25
T
AT&T Inc.
0.95%		39.2%34,878$1.01M
26—Goldman Sachs & Co
0.94%		40.1%1,177$995.7K
27—Schwab Strategic T
0.93%		41.1%10,544$990.9K
28
TJX
Tjx Cos Inc
0.92%		42.0%6,132$979.3K
29
ITW
Illinois Tool Works Inc.
0.88%		42.9%3,607$938.9K
30
PFE
Pfizer Inc
0.83%		43.7%31,443$882.9K
31
KO
Coca Cola Co.
0.81%		44.5%11,283$858.1K
32
FCX
Freeport-mcmoran Copper & Gold Inc.
0.76%		45.3%13,668$803.4K
33
COST
Costco Wholesale Corp.
0.74%		46.0%785$782.2K
34
MSI
Motorola Solutions, Inc
0.67%		46.7%1,638$710.8K
35
META
Meta Platforms, Inc.
0.66%		47.3%1,227$702.0K
36
ABT
Abbott Laboratories
0.65%		48.0%6,730$691.0K
37
INTC
Intel Corp
0.65%		48.6%15,756$695.3K
38
LMT
Lockheed Martin Corp
0.64%		49.3%1,119$676.3K
39
MET
Metlife Inc.
0.64%		49.9%9,569$676.7K
40
NEM
Newmont Corp
0.62%		50.5%6,079$658.1K
41—Stryker Corp 3.375 11/25
0.62%		51.1%1,998$656.5K
42
VTR
Ventas, Inc.
0.62%		51.8%8,068$659.8K
43
GD
General Dynamics Corp.
0.60%		52.4%1,858$637.7K
44—T-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558
0.60%		53.0%3,054$641.4K
45
ETN
Eaton Corp Plc
0.59%		53.6%1,760$629.5K
46—Comcast Corp-Class A Cmcsa
0.57%		54.1%21,152$607.3K
47
DVN
Devon Energy Corp
0.57%		54.7%12,051$606.4K
48
MCD
Mcdonald'S Corp
0.56%		55.3%1,906$592.4K
49
UNP
Union Pacific Corp
0.56%		55.8%2,468$598.8K
50
BSX
Boston Scientific Corp.
0.55%		56.4%9,253$580.6K
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LVIII Mutual Fund All Holdings

LVIII holdings total 309 positions. The top 10 holdings account for 20.6% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 2.9%, Jpmorgan Chase at 2.5%, Amazon.Com Inc at 2.4%.

LVIII portfolio concentration is well-diversified, with the top 10 representing 20.6% of total assets. The largest sector exposure is Financials at 19.0%.

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