STVTX Mutual Fund

STVTX Mutual Fund

NAV$11.35
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Showing the top 10 of 56 holdings · as of Mar 31, 2026
Top 10 weight
26.87%
STVTX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
GOOG
Alphabet Inc. CComm. Services · Interactive Media
3.93%		3.9%34,725$9.96MComm. ServicesInteractive Media
2
JPM
JPMorgan ChaseFinancials · Banks
3.68%		7.6%31,783$9.35MFinancialsBanks
Share changes, sector and industry · Pro
3
CVX
Chevron Corp
2.93%		10.5%35,896$7.43M
4
NEE
Nextera Energy Inc
2.67%		13.2%73,058$6.79M
5
AEE
Ameren Corp
2.62%		15.8%60,516$6.65M
6
PG
Procter & Gamble Company
2.33%		18.2%40,932$5.91M
7
TMO
Thermo Fisherscientific Inc.
2.25%		20.4%11,629$5.72M
8
MRK
Merck & Company Inc
2.20%		22.6%46,469$5.59M
9
HAL
Halliburton Co.
2.15%		24.8%139,859$5.45M
10—Nokia Corp-Spon Adr
2.11%		26.9%665,149$5.35M
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Themes in the top 10
Artificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEnergy SecurityEnergy TransitionClean EnergyClimate SolutionsEnvironmental Solutions

STVTX Mutual Fund Top Holdings

STVTX holdings top 10 positions. The top 10 holdings account for 26.9% of the fund, led by Alphabet Inc. C at 3.9%, Jpmorgan Chase at 3.7%, Chevron Corp at 2.9%.

STVTX portfolio concentration is well-diversified, with the top 10 representing 26.9% of total assets. The largest sector exposure is Financials at 16.9%.

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