SGTRX Mutual Fund

SGTRX Mutual Fund

NAV$125.41
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Showing the top 10 of 81 holdings · as of Mar 31, 2026
Top 10 weight
50.01%
SGTRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BE
Bloom Energy Corporation Com Cl AIndustrials · Electrical Equipment
9.39%		9.4%2,244,756$304.14MIndustrialsElectrical Equipment
2
LRCX
Lam Research Corp
7.49%		16.9%1,136,449$242.81M--
Share changes, sector and industry · Pro
3
NVDA
Nvidia Corp.
5.33%		22.2%990,568$172.76M
4—Western Digital Corp Company Guar 11/28 3
4.48%		26.7%537,290$145.33M
5
AVGO
Broadcom Inc
4.47%		31.2%468,291$144.94M
6
MRVL
Marvell Technology Group Ltd.
4.39%		35.5%1,436,854$142.32M
7—Alphabet Inc
4.15%		39.7%468,186$134.63M
8
AMAT
Applied Materials Inc
3.97%		43.7%375,914$128.48M
9
AAPL
Apple, Inc
3.19%		46.9%407,117$103.32M
10
MSFT
Microsoft Corp
3.15%		50.0%275,955$102.15M
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Themes in the top 10
Clean EnergyClimate SolutionsHydrogen EconomyEnergy SecurityEnvironmental SolutionsArtificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureData & AnalyticsSupply Chain5G InfrastructureDigital AdvertisingCybersecurity

SGTRX Mutual Fund Top Holdings

SGTRX holdings top 10 positions. The top 10 holdings account for 50.0% of the fund, led by Bloom Energy Corporation Com Cl A at 9.4%, Lam Research Corp at 7.5%, Nvidia Corp. at 5.3%.

SGTRX portfolio concentration is relatively high, with the top 10 representing 50.0% of total assets. The largest sector exposure is Information Technology at 59.9%.

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