SUWAX Mutual Fund

SUWAX Mutual Fund

NAV$40.21
See how much of SUWAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing top 50 of 97 holdings · as of Mar 31, 2026
SUWAX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
8.90%		8.9%1,532,234$388.87MInfo TechTech Hardware
2
MSFT
Microsoft CorpInfo Tech · Software
6.69%		15.6%790,045$292.45MInfo TechSoftware
Share changes, sector and industry · Pro
3
NVDA
Nvidia Corp.
6.37%		22.0%1,594,604$278.10M
4
GOOG
Alphabet Inc. C
5.45%		27.4%829,214$237.87M
5
AMZN
Amazon.com Inc
4.13%		31.5%865,482$180.25M
6
JPM
JPMorgan Chase
3.03%		34.6%450,095$132.40M
7
META
Meta Platforms, Inc.
2.19%		36.8%167,593$95.88M
8
ABBV
AbbVie Inc.
2.03%		38.8%406,909$88.50M
9
WMT
Walmart, Inc.
1.94%		40.7%681,559$84.70M
10
V
Visa Inc Class A
1.89%		42.6%272,447$82.34M
11
AVGO
Broadcom Inc
1.77%		44.4%249,686$77.28M
12
MU
Micron Technology, Inc.
1.69%		46.1%218,233$73.73M
13
AMGN
Amgen Inc.
1.55%		47.6%191,936$67.53M
14
WFC
Wells Fargo & Co.
1.49%		49.1%819,757$65.26M
15
TSLA
Tesla Inc
1.36%		50.5%160,269$59.58M
16
XOM
Exxon Mobil Corp.
1.21%		51.7%311,035$52.77M
17
CBOE
Cboe Global Market
1.19%		52.9%185,236$52.06M
18
PHM
Pultegroup Inc.
1.19%		54.1%443,085$52.11M
19
NRG
-
1.18%		55.2%351,353$51.35M
20
ORCL
Oracle Corp -
1.16%		56.4%344,563$50.69M
21
LNG
Cheniere Energy Inc.
1.15%		57.6%177,609$50.40M
22
AMD
Advanced Micro Devices Inc.
1.10%		58.7%236,529$48.12M
23
AMP
Ameriprise Financial Inc
1.09%		59.7%107,115$47.60M
24
LMT
Lockheed Martin Corp
1.05%		60.8%75,867$45.85M
25—Raytheon Co.
1.02%		61.8%231,455$44.65M
26
REGN
Regeneron Pharmaceuticals, Inc.
1.00%		62.8%56,813$43.90M
27
KEX
Kirby Corp
0.96%		63.8%314,208$41.75M
28
NFLX
Netflix, Inc.
0.95%		64.7%433,386$41.67M
29DebtDws Central Cash Management Government Fund
0.94%		65.7%41,036,833$41.04M
30
OC
Owens Corning
0.92%		66.6%369,745$40.01M
31
PLD
Prologis Inc
0.90%		67.5%295,876$39.11M
32
CAT
Caterpillar, Inc.
0.88%		68.4%54,320$38.48M
33
WM
Waste Management
0.87%		69.2%165,357$38.00M
34
DIS
Walt Disney Co
0.81%		70.0%365,638$35.24M
35—Hollyfrontier
0.81%		70.9%567,491$35.41M
36
ALB
Albemarle Corp.
0.79%		71.7%193,120$34.67M
37
NUE
Nucor Corp.
0.79%		72.4%203,896$34.48M
38
NEM
Newmont Corp
0.78%		73.2%312,921$33.87M
39—Bank of America Corp.:
0.77%		74.0%692,976$33.78M
40
HAS
Hasbro Inc.
0.77%		74.8%358,628$33.57M
41
SPGI
S&p Global Inc.
0.76%		75.5%78,566$33.42M
42
COST
Costco Wholesale Corp.
0.75%		76.3%33,062$32.94M
43
GM
General Motors Co
0.74%		77.0%431,728$32.16M
44
MRK
Merck & Company Inc
0.74%		77.8%267,466$32.17M
45
QCOM
Qualcomm Inc.
0.71%		78.5%240,960$31.03M
46
PM
Philip Morris International Inc.
0.70%		79.2%185,341$30.64M
47
KKR
Kkr & Co. Inc. Class A
0.66%		79.8%314,042$29.05M
48—Athene (Ath) / Apollo Global Management (Apo)
0.64%		80.5%252,783$28.17M
49
HWM
Howmet Aerospace Inc.
0.64%		81.1%121,292$27.95M
50
TJX
Tjx Cos Inc
0.62%		81.7%169,717$27.10M
More holdings · Pro
FundXLS Pro
See the other 47 holdings of SUWAX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

SUWAX Mutual Fund All Holdings

SUWAX holdings total 97 positions. The top 10 holdings account for 42.6% of the fund, led by Apple, Inc at 8.9%, Microsoft Corp at 6.7%, Nvidia Corp. at 6.4%.

SUWAX portfolio concentration is moderate, with the top 10 representing 42.6% of total assets. The largest sector exposure is Information Technology at 33.6%.

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