SWDSX Mutual Fund

SWDSX Mutual Fund

NAV$20.09
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Showing top 10 of 10 holdings · as of Apr 30, 2026
SWDSX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MSFT
Microsoft CorpInfo Tech · Software
2.33%		2.3%36,000$14.68MInfo TechSoftware
2
BAC
Bank Of America Corp.
1.82%		4.2%215,000$11.49M--
Sector and industry · Pro
3
ALL
Allstate Corp.
1.38%		5.5%40,000$8.69M
4
TXN
Texas Instrument Inc
1.34%		6.9%30,000$8.43M
5—United Technologies Corp.
1.20%		8.1%43,000$7.57M
6
AAPL
Apple, Inc
1.12%		9.2%26,000$7.06M
7
MDT
Medtronic Plc Ordinary Shares
1.09%		10.3%85,000$6.88M
8
ABT
Abbott Laboratories
1.04%		11.3%72,000$6.54M
9
BDX
Becton Dickinson and Co.
0.73%		12.1%31,000$4.62M
10
CNH
Cnh Industrial Nv
0.34%		12.4%200,000$2.14M
Not reported for this fund: share changes.
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SWDSX Mutual Fund All Holdings

SWDSX holdings total 64 positions. The top 10 holdings account for 12.4% of the fund, led by Microsoft Corp at 2.3%, Bank Of America Corp. at 1.8%, Allstate Corp. at 1.4%.

SWDSX portfolio concentration is well-diversified, with the top 10 representing 12.4% of total assets. The largest sector exposure is Information Technology at 4.8%.

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