SGTRX Mutual Fund

SGTRX Mutual Fund

NAV$132.91
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Showing the top 10 of 71 holdings · as of Aug 31, 2026
Top 10 weight
40.77%
SGTRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Cfd Bloom Energy Corp- AIndustrials · Electrical Equipment
7.73%		7.7%1,737,847$358.52MIndustrialsElectrical Equipment
2—Lrcx Uw EquityInfo Tech · Semiconductors
5.12%		12.9%788,197$237.63MInfo TechSemiconductors
Sector and industry · Pro
3
NVDA
Nvidia Corp
4.85%		17.7%1,019,478$225.08M
4
AVGO
Broadcom Inc
4.72%		22.4%591,091$218.90M
5
MSFT
Microsoft Corp
3.50%		25.9%319,974$162.32M
6
GOOGL
Alphabet Inc,Class A
3.43%		29.4%468,186$158.88M
7
AAPL
Apple, Inc
3.26%		32.6%476,567$151.00M
8
MRVL
Marvell Technology Group Ltd.
2.86%		35.5%626,648$132.64M
9
GDDY
Godaddy Inc. Class A
2.82%		38.3%1,334,352$130.61M
10—Columbia Short Term Cash Fund
2.48%		40.8%-$114.91M
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Themes in the top 10
Clean EnergyClimate SolutionsHydrogen EconomyEnergy SecurityEnvironmental SolutionsSemiconductorsConnectors & InterconnectsNetworking InfrastructureManufacturingArtificial IntelligenceCloud ComputingInternet & DigitalCybersecurityData & AnalyticsDigital Advertising

SGTRX Mutual Fund Top Holdings

SGTRX holdings top 10 positions. The top 10 holdings account for 40.8% of the fund, led by Cfd Bloom Energy Corp- A at 7.7%, Lrcx Uw Equity at 5.1%, Nvidia Corp at 4.8%.

SGTRX portfolio concentration is moderate, with the top 10 representing 40.8% of total assets. The largest sector exposure is Information Technology at 74.2%.

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