LVIII Mutual Fund

LVIII Mutual Fund

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Showing the top 10 of 358 holdings · as of Jun 30, 2026
Top 10 weight
27.78%
LVIII top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
5.88%		5.9%27,061$6.45MConsumer Disc.Internet
2
AAPL
Apple, IncInfo Tech · Tech Hardware
4.99%		10.9%18,914$5.47MInfo TechTech Hardware
Sector and industry · Pro
3DebtMicrosoft Corp
3.79%		14.7%11,151$4.16M
4
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
2.59%		17.3%5,673$2.84M
5
JPM
JPMorgan Chase
2.40%		19.6%8,040$2.63M
6
XOM
Exxon Mobil Corp.
1.87%		21.5%15,014$2.05M
7—Bank of America Corp.:
1.71%		23.2%32,879$1.87M
8
PG
Procter & Gamble Company
1.57%		24.8%11,748$1.72M
9
INTC
Intel Corp
1.55%		26.4%12,150$1.70M
10
CVX
Chevron Corp
1.43%		27.8%9,472$1.57M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsSemiconductorsCybersecurityData & AnalyticsNetworking InfrastructureAsset ManagementMarket InfrastructureGlobal BankingDerivatives TradingDigital BankingInvestment Technology

LVIII Mutual Fund Top Holdings

LVIII holdings top 10 positions. The top 10 holdings account for 27.8% of the fund, led by Amazon.Com Inc at 5.9%, Apple, Inc at 5.0%, Microsoft Corp 4.100 Feb 06 37 at 3.8%.

LVIII portfolio concentration is well-diversified, with the top 10 representing 27.8% of total assets. The largest sector exposure is Information Technology at 19.9%.

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