SFPIX Mutual Fund

SFPIX Mutual Fund

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Showing the top 10 of 49 holdings · as of Aug 31, 2025
Top 10 weight
43.06%
SFPIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
9.47%		9.5%199$100.1KIndustrialsIndustrial Conglomerates
2
JPM
JPMorgan ChaseFinancials · Banks
4.51%		14.0%158$47.6KFinancialsBanks
Share changes, sector and industry · Pro
3—Bank of America Corp.:
4.30%		18.3%896$45.5K
4
MA
Mastercard Inc
4.28%		22.6%76$45.2K
5
V
Visa Inc Class A
4.13%		26.7%124$43.6K
6
WFC
Wells Fargo & Co.
3.64%		30.3%468$38.5K
7—Chubb Ltd.
3.28%		33.6%126$34.7K
8
CME
Cme Group Inc.
3.20%		36.8%127$33.8K
9
AFL
Aflac Inc.
3.15%		40.0%312$33.3K
10
COF
Capital One Financial Corp.
3.10%		43.1%144$32.7K
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Themes in the top 10
Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingDigital BankingInvestment Technology5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalPaymentsConsumer SpendingCybersecurityLending & Credit

SFPIX Mutual Fund Top Holdings

SFPIX holdings top 10 positions. The top 10 holdings account for 43.1% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 9.5%, Jpmorgan Chase at 4.5%, Bank of America Corp.: Financials at 4.3%.

SFPIX portfolio concentration is moderate, with the top 10 representing 43.1% of total assets. The largest sector exposure is Financials at 76.8%.

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