SDVSX Mutual Fund

SDVSX Mutual Fund

NAV$18.46
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Showing the top 10 of 80 holdings · as of Mar 31, 2026
Top 10 weight
29.59%
SDVSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
5.07%		5.1%44,700$11.34MInfo TechTech Hardware
2
MSFT
Microsoft CorpInfo Tech · Software
4.53%		9.6%27,350$10.12MInfo TechSoftware
Share changes, sector and industry · Pro
3
AVGO
Broadcom Inc
3.89%		13.5%28,100$8.70M
4
NVDA
Nvidia Corp.
3.77%		17.3%48,325$8.43M
5—Alphabet Inc
2.56%		19.8%19,925$5.73M
6
XOM
Exxon Mobil Corp.
2.42%		22.2%31,950$5.42M
7
WMB
Williams Cos. Inc.
2.37%		24.6%72,800$5.30M
8
JNJ
Johnson & Johnson -
1.71%		26.3%15,600$3.81M
9
AMZN
Amazon.com Inc
1.65%		28.0%17,675$3.68M
10
JPM
JPMorgan Chase
1.62%		29.6%12,275$3.61M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingEnergy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental SolutionsInfrastructurePharmaceuticals

SDVSX Mutual Fund Top Holdings

SDVSX holdings top 10 positions. The top 10 holdings account for 29.6% of the fund, led by Apple, Inc at 5.1%, Microsoft Corp at 4.5%, Broadcom Inc at 3.9%.

SDVSX portfolio concentration is well-diversified, with the top 10 representing 29.6% of total assets. The largest sector exposure is Information Technology at 26.0%.

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