PRISX Mutual Fund

PRISX Mutual Fund

NAV$52.63
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Showing the top 10 of 104 holdings · as of Mar 31, 2026
Top 10 weight
39.47%
PRISX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BAC
Bank Of America Corp.
5.47%		5.5%1,959,200$95.51M--
2
MA
Mastercard IncFinancials · Capital Markets
4.82%		10.3%168,542$84.21MFinancialsCapital Markets
Share changes, sector and industry · Pro
3
JPM
JPMorgan Chase
4.28%		14.6%254,300$74.80M
4—Schwab Strategic T
4.26%		18.8%791,944$74.43M
5
V
Visa Inc Class A
4.23%		23.1%244,492$73.90M
6
C
Citigroup Inc.
3.98%		27.0%613,100$69.53M
7—Goldman Sachs & Co
3.79%		30.8%78,160$66.12M
8
COF
Capital One Financial Corp.
3.03%		33.9%290,218$52.94M
9
CB
Chubb Ltd
2.81%		36.7%150,360$49.01M
10
MS
Morgan Stanley
2.80%		39.5%297,313$48.93M
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Themes in the top 10
PaymentsMarket InfrastructureGlobal BankingAsset ManagementDigital BankingInvestment TechnologyETF ProvidersConsumer SpendingInternet & DigitalCybersecurityLending & CreditDerivatives TradingTelecom InfrastructureInflation ProtectionInterest Rates

PRISX Mutual Fund Top Holdings

PRISX holdings top 10 positions. The top 10 holdings account for 39.5% of the fund, led by Bank Of America Corp. at 5.5%, Mastercard Inc at 4.8%, Jpmorgan Chase at 4.3%.

PRISX portfolio concentration is moderate, with the top 10 representing 39.5% of total assets. The largest sector exposure is Financials at 72.8%.

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