SHDRX Mutual Fund

SHDRX Mutual Fund

NAV$8.96
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Showing the top 10 of 31 holdings · as of Mar 31, 2026
Top 10 weight
49.15%
SHDRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Lionsgate Studios Corp. Common Shares
6.76%		6.8%155,464$1.49M--
2
PNFP
Pinnacle Financial Partners Inc
5.01%		11.8%12,834$1.11M--
Share changes, sector and industry · Pro
3
MSGS
Madison Square Garden Entertainment Corp
5.01%		16.8%3,438$1.10M
4—Ashland Global Holdings Inc
4.87%		21.7%19,300$1.07M
5
NCR
Ncr Corp.
4.78%		26.4%166,700$1.06M
6
DFIN
Donnelley Financial Solutions Inc
4.67%		31.1%21,853$1.03M
7
TENB
Tenable Holdings Inc
4.62%		35.7%60,225$1.02M
8
BLKB
Blackbaud Inc
4.54%		40.3%25,925$1.00M
9
CALY
Callaway Golf Co
4.45%		44.7%70,625$980.3K
10
BATRK
Atlanta Braves Holdings In-C
4.44%		49.1%22,951$980.0K
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Themes in the top 10
ManufacturingSustainable MaterialsPaymentsDigital BankingInternet & DigitalCloud ComputingData & AnalyticsRegulatory TechnologyData PrivacyInvestment TechnologyMarket InfrastructureGlobal BankingCybersecurityEmerging TechDigital Entertainment

SHDRX Mutual Fund Top Holdings

SHDRX holdings top 10 positions. The top 10 holdings account for 49.1% of the fund, led by Lionsgate Studios Corp. Common Shares at 6.8%, Pinnacle Financial Partners Inc at 5.0%, Madison Square Garden Entertainment Corp at 5.0%.

SHDRX portfolio concentration is moderate, with the top 10 representing 49.1% of total assets. The largest sector exposure is Information Technology at 24.4%.

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