OALVX Mutual Fund

OALVX Mutual Fund

NAV$22.50
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Showing the top 10 of 127 holdings · as of Mar 31, 2026
Top 10 weight
21.76%
OALVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
4.16%		4.2%248,367$73.06MFinancialsBanks
2
XOM
Exxon Mobil Corp.Energy · Oil & Gas
2.87%		7.0%296,615$50.32MEnergyOil & Gas
Share changes, sector and industry · Pro
3—Raytheon Co.
2.62%		9.7%238,029$45.92M
4
COP
Conocophillips
1.93%		11.6%256,859$33.91M
5—Alphabet Inc
1.88%		13.5%114,568$32.95M
6
BLK
Blackrock Inc
1.68%		15.1%30,577$29.41M
7
LOW
Lowes Cos., Inc.
1.68%		16.8%124,474$29.41M
8
DUK
Duke Energy Corp
1.67%		18.5%224,339$29.37M
9
TRV
The Travelers Cos, Inc.
1.67%		20.2%100,679$29.37M
10
BA
Boeing Co
1.60%		21.8%141,132$28.09M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEnergy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental SolutionsDefense TechnologyAviation TechnologyRobotics & AutomationEmerging TechSemiconductors

OALVX Mutual Fund Top Holdings

OALVX holdings top 10 positions. The top 10 holdings account for 21.8% of the fund, led by Jpmorgan Chase at 4.2%, Exxon Mobil Corp. at 2.9%, Raytheon Co. at 2.6%.

OALVX portfolio concentration is well-diversified, with the top 10 representing 21.8% of total assets. The largest sector exposure is Financials at 23.9%.

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