SWKXX Mutual Fund

SWKXX Mutual Fund

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Showing top 50 of 427 holdings · as of Jul 31, 2026
SWKXX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1Blackrock Muniholdings California Quality Fund Inc 3.09 2054-09-01
4.43%
4.4%$406.20M--
2California Go 2.950000%
1.80%
6.2%$165.00M--
3Metropolitan Wtr Dist Southn C 1.35% Jul 01, 2047
1.13%
7.4%$103.60M--
4Toll Bridge Rb Series 2026D 1.850000% 1.85 2059-04-01
1.12%
8.5%$102.55M--
5Los Angeles-Trans 5 6/27
1.11%
9.6%$102.12M--
6M/f Housing Rb (3rd & Mission) Series 1999c 0.820%
1.09%
10.7%$100.00M--
7Chevron Usa Inc Frn 11-01-35
1.02%
11.7%$93.69M--
8DebtCalifornia Pub Fin Auth Rev
0.98%
12.7%$89.50M--
9California Go 2.060000%
0.93%
13.6%$85.00M--
10California Health Facilities Financing Auth 2.2% 2063-11-15
0.87%
14.5%$79.50M--
11Nuveen Calif Divid Advantage Mun Fd 1.060
0.86%
15.3%$79.00M--
12San Diego Calif Hsg Auth Variable Rt Demand Rev Bds 2017a
0.83%
16.2%$76.44M--
13California Gen. Oblig., 0.90% Series 2005 A2-1, Loc Sumitomo Mitsui Banking Corp. Vrdn
0.82%
17.0%$75.20M--
14Ca St 24B1 L=Pn V7 05/01/2051
0.81%
17.8%$74.75M--
15Cp Series A2&B2 2.400000%
0.81%
18.6%$74.71M--
16Rb (Edco Refuse Services) Series 2025 1.000000%
0.80%
19.4%$73.00M--
17Sub Cp Notes A-2 B-2 & C-2 2.500000%
0.80%
20.2%$73.79M--
18Nuveen California Amt-free Quality Municipal Income Fund 0.12% 2046-06-01
0.78%
21.0%$71.40M--
19City of Pasadena, Ca 0.620%
0.78%
21.8%$71.78M--
20Nuveen Ca Quality Muni Income Fund 0.110
0.73%
22.5%$66.90M--
21Toll Bridge Rb Series 2026C 2.500000% 2.5 2059-04-01
0.73%
23.2%$66.72M--
22Elsinore Valley Municipal Water District Financing Authority 2.360000%
0.72%
23.9%$66.05M--
23Nuveen California Amt-free Quality Municipal Income Fund Vrdp Vrdo 12/01/2040
0.71%
24.7%$65.40M--
24Nuveen Calif Divid Advantage Mun 1.060
0.71%
25.4%$65.00M--
25Metropolitan Water District Of Southern California 3.45% 2047-07-01
0.70%
26.1%$63.97M--
26California Poll. Cont. Fing. Auth. Solid Waste Disp. Rev., 1.02% (recology, Inc. Proj.) Series 2018 A, Loc Wells Fargo Bank Na Vrdn
0.68%
26.8%$62.85M--
27Solid Waste Disposal Rb (Recology Inc) Series 2024A 1.690000% 11/01/2037
0.66%
27.4%$61.00M--
28San Francisco Airport Commission 0.98% 2027-11-01
0.66%
28.1%$61.02M--
29Southern California Public Power Authority 2.93% 2036-07-01
0.65%
28.7%$59.49M--
30California Public Finance Authority 2.700
0.64%
29.4%$58.98M--
31M/F Housing Rb (Bay St Apts) Series 2002A 0.980%
0.63%
30.0%$57.72M--
32Sacramento Municipal Utility District 1.150000% 08/15/2041
0.62%
30.6%$57.02M--
33Riverside Cnty Ca Teeter Oblig Riv 10/26 Fixed 2.55
0.60%
31.2%$54.73M--
34Rb (Stanford Univ) Series U6 3.900000% 2034/09/15
0.58%
31.8%$53.52M--
35Lease Revenue Cp Series 2 & 2T 2.480000%
0.57%
32.4%$52.69M--
36California Health Facilities Financing Authority 0.600
0.57%
32.9%$52.00M--
37M/f Housing Rb (crossing Apts) Series 2002a 0.930%
0.55%
33.5%$50.15M--
38DebtCalifornia Var 11/
0.55%
34.0%$50.50M--
39Bay Area Toll Auth Calif Toll 3.4% Apr 01, 2059Financials · Diversified Financial Services
0.54%
34.6%$49.51MFinancialsDiversified Financial Services
40Go Bonds Series 2005B3 1.600000%
0.54%
35.1%$49.10M--
41Ca St 24D L=Jp V7 05/01/2050
0.54%
35.6%$50.00M--
42Go Cp Series A1 2.430000%
0.54%
36.2%$50.00M--
43Go Cp Series A6 2.440000%
0.54%
36.7%$50.00M--
44Lease Revenue Cp Series C 2.450000%
0.52%
37.2%$48.01M--
45Bay Area Toll Auth 3.02% 2059-04-01
0.52%
37.8%$48.17M--
46Rb (Kaiser Permanente) Series 2004E 2.480000%
0.49%
38.3%$45.00M--
47Orange Cnty Calif Wtr Dist Rev 2.35% Aug 01, 2042Utilities · Water Utilities
0.48%
38.7%$44.37MUtilitiesWater Utilities
48San Fran City and Cnty Arpt 2019-Xl0113-Nuv Q=Bc D7
0.47%
39.2%$43.40M--
49California Health Facilities Financing Authority 2.480000%
0.47%
39.7%$43.31M--
50California Public Finance Auth 2.75% 2051-08-01
0.47%
40.1%$43.05M--
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SWKXX Mutual Fund All Holdings

SWKXX holdings total 469 positions. The top 10 holdings account for 14.5% of the fund, led by Blackrock Muniholdings California Quality Fund Inc 3.09 2054-09-01 at 4.4%, California Go 2.950000% at 1.8%, Metropolitan Wtr Dist Southn C 1.35% Jul 01, 2047 at 1.1%.

SWKXX portfolio concentration is well-diversified, with the top 10 representing 14.5% of total assets. The largest sector exposure is Financials at 0.7%.

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