SRFMX Mutual Fund

SRFMX Mutual Fund

NAV$12.77
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Showing the top 10 of 43 holdings · as of Jun 30, 2026
Top 10 weight
55.61%
SRFMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
9.49%		9.5%31,565$6.32MInfo TechSemiconductors
2
GOOG
Alphabet Inc. CComm. Services · Interactive Media
9.01%		18.5%16,975$6.00MComm. ServicesInteractive Media
Sector and industry · Pro
3
MSFT
Microsoft Corp
7.13%		25.6%12,730$4.75M
4
AAPL
Apple, Inc
6.98%		32.6%16,061$4.65M
5
AMZN
Amazon.com Inc
6.63%		39.2%18,515$4.41M
6—Taiwan Semiconductor - Adr
5.20%		44.4%7,250$3.46M
7
V
Visa Inc Class A
3.00%		47.4%5,820$2.00M
8
MA
Mastercard Inc
2.74%		50.2%3,555$1.83M
9
META
Meta Platforms Inc
2.73%		52.9%3,225$1.82M
10
ASL
Asml Holding Nv Unsponsored Adr Ordinary Shares
2.70%		55.6%905$1.80M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureData & AnalyticsDigital AdvertisingCybersecurityPaymentsRobotics & AutomationEmerging TechDigital BankingConsumer SpendingMarket InfrastructureMillennials & Gen Z

SRFMX Mutual Fund Top Holdings

SRFMX holdings top 10 positions. The top 10 holdings account for 55.6% of the fund, led by Nvidia Corp at 9.5%, Alphabet Inc. C at 9.0%, Microsoft Corp at 7.1%.

SRFMX portfolio concentration is relatively high, with the top 10 representing 55.6% of total assets. The largest sector exposure is Information Technology at 38.7%.

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