SVIFX Mutual Fund

SVIFX Mutual Fund

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Showing the top 10 of 58 holdings · as of Sep 30, 2026
Top 10 weight
34.18%
SVIFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
6.62%		6.6%65,705$16.37MConsumer Disc.Internet
2
MSFT
Microsoft CorpInfo Tech · Software
6.01%		12.6%28,976$14.86MInfo TechSoftware
Sector and industry · Pro
3
AAPL
Apple Inc
5.67%		18.3%42,081$14.01M
4
JPM
JPMorgan Chase
3.16%		21.5%23,623$7.82M
5—Thermo Fisher
2.46%		23.9%9,027$6.09M
6
CVX
Chevron Corp
2.31%		26.2%27,925$5.70M
7
MRK
Merck & Company Inc
2.16%		28.4%36,747$5.34M
8
AEE
Ameren Corp
1.99%		30.4%49,443$4.91M
9
ELV
Elevance Health Inc
1.92%		32.3%12,232$4.76M
10
AEP
American Electri
1.88%		34.2%39,245$4.66M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsCybersecurityData & AnalyticsNetworking InfrastructureSemiconductorsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyLife Sciences Tools

SVIFX Mutual Fund Top Holdings

SVIFX holdings top 10 positions. The top 10 holdings account for 34.2% of the fund, led by Amazon.Com Inc at 6.6%, Microsoft Corp at 6.0%, Apple Inc at 5.7%.

SVIFX portfolio concentration is moderate, with the top 10 representing 34.2% of total assets. The largest sector exposure is Information Technology at 19.1%.

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