SHXIX Mutual Fund

SHXIX Mutual Fund

NAV$7.73
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Showing the top 10 of 29 holdings · as of Mar 31, 2026
Top 10 weight
50.26%
SHXIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Lionsgate Studios Corp. Common Shares
6.57%		6.6%371,604$3.56M--
2
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
5.66%		12.2%6,405$3.07MIndustrialsIndustrial Conglomerates
Share changes, sector and industry · Pro
3
FDS
Factset Research Systems Inc.
5.27%		17.5%13,185$2.86M
4
PINS
Pinterest Inc. Class A
5.23%		22.7%154,675$2.84M
5
ZBH
Zimmer Biomet Holdings
4.91%		27.6%29,450$2.66M
6
TFC
Truist Financial Corp.
4.70%		32.3%55,505$2.55M
7
DIS
Walt Disney Co
4.67%		37.0%26,275$2.53M
8
DECK
Deckers Outdoor Corp
4.51%		41.5%24,445$2.45M
9—Amrize Ag
4.50%		46.0%43,565$2.44M
10
ELAN
Elanco Animal Health, Inc Cvr
4.24%		50.3%96,040$2.30M
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Themes in the top 10
Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingData & AnalyticsInvestment TechnologyInternet & DigitalDigital AdvertisingMillennials & Gen ZDigital EntertainmentMedical DevicesAging PopulationHealth & WellnessDigital HealthBiotechnology

SHXIX Mutual Fund Top Holdings

SHXIX holdings top 10 positions. The top 10 holdings account for 50.3% of the fund, led by Lionsgate Studios Corp. Common Shares at 6.6%, Berkshire Hathaway Inc Brk/B Us Equity at 5.7%, Factset Research Systems Inc. at 5.3%.

SHXIX portfolio concentration is relatively high, with the top 10 representing 50.3% of total assets. The largest sector exposure is Information Technology at 17.3%.

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