SWLVX Mutual Fund

SWLVX Mutual Fund

NAV$20.13
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Showing top 50 of 856 holdings · as of Apr 30, 2026
SWLVX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
2.65%		2.6%60,076$28.45MIndustrialsIndustrial Conglomerates
2
JPM
JPMorgan ChaseFinancials · Banks
2.59%		5.2%88,485$27.72MFinancialsBanks
Share changes, sector and industry · Pro
3—Alphabet Inc
2.41%		7.7%67,204$25.86M
4
AMZN
Amazon.com Inc
2.12%		9.8%85,901$22.77M
5
XOM
Exxon Mobil Corp.
1.98%		11.8%137,610$21.24M
6
GOOG
Alphabet Inc. C
1.95%		13.7%54,720$20.90M
7
MU
Micron Technology, Inc.
1.76%		15.5%36,394$18.82M
8
JNJ
Johnson & Johnson -
1.68%		17.1%78,383$18.02M
9
WMT
Walmart, Inc.
1.57%		18.7%127,552$16.83M
10
INTC
Intel Corp
1.27%		20.0%143,726$13.58M
11
CSCO
Cisco Systems Inc.
1.11%		21.1%129,644$11.86M
12
CVX
Chevron Corp
1.10%		22.2%61,023$11.80M
13
CAT
Caterpillar, Inc.
1.10%		23.3%13,225$11.77M
14
PG
Procter & Gamble Company
1.05%		24.3%76,507$11.25M
15
UNH
Unitedhealth Group Inc
1.02%		25.4%29,640$10.98M
16—Bank of America Corp.:
0.98%		26.3%196,922$10.53M
17
MRK
Merck & Company Inc
0.82%		27.2%80,949$8.84M
18—Goldman Sachs & Co
0.78%		27.9%9,056$8.37M
19
PM
Philip Morris International Inc.
0.78%		28.7%50,747$8.38M
20
WFC
Wells Fargo & Co.
0.77%		29.5%100,875$8.29M
21
AMD
Advanced Micro Devices Inc.
0.72%		30.2%21,772$7.72M
22—Raytheon Co.
0.72%		30.9%43,578$7.67M
23
LIN
Linde Plc Ordinary Shares
0.72%		31.7%15,296$7.67M
24
META
Meta Platforms, Inc.
0.72%		32.4%12,684$7.76M
25
AMAT
Applied Materials, Inc.
0.68%		33.1%18,510$7.30M
26
MS
Morgan Stanley
0.66%		33.7%36,953$7.04M
27
IBM
International Business Machines Corp.
0.65%		34.4%30,305$7.00M
28
VZ
Verizon Communic
0.62%		35.0%137,567$6.61M
29
NEE
Nextera Energy Inc.
0.62%		35.6%67,952$6.65M
30
ADI
Analog Devices, Inc.
0.60%		36.2%15,921$6.40M
31
MCD
Mcdonald'S Corp
0.60%		36.8%21,968$6.45M
32
PEP
Pepsico Inc.
0.57%		37.4%38,522$6.11M
33
DIS
Walt Disney Co
0.56%		37.9%57,864$6.00M
34
T
AT&T Inc.
0.55%		38.5%225,115$5.88M
35
TMO
Thermo Fisherscientific Inc.
0.55%		39.0%12,300$5.89M
36
C
Citigroup Inc.
0.55%		39.6%46,377$5.94M
37
ETN
Eaton Corp Plc
0.52%		40.1%12,765$5.53M
38—Blackrock Funding Inc
0.49%		40.6%4,969$5.29M
39
KO
Coca Cola Co.
0.48%		41.1%64,775$5.10M
40
ABT
Abbott Laboratories
0.48%		41.5%56,401$5.12M
41
SNDK
Sandisk Corp
0.48%		42.0%4,658$5.11M
42
COP
Conocophillips
0.47%		42.5%40,304$5.07M
43
TXN
Texas Instrument Inc
0.46%		43.0%17,491$4.92M
44
PFE
Pfizer Inc
0.46%		43.4%185,042$4.94M
45
WELL
Welltower, Inc.
0.45%		43.9%22,397$4.87M
46
BA
Boeing Co
0.45%		44.3%21,153$4.84M
47
UNP
Union Pacific Corp
0.45%		44.8%17,942$4.84M
48—Western Digital Corp Company Guar 11/28 3
0.45%		45.2%11,082$4.82M
49
QCOM
Qualcomm Inc.
0.45%		45.7%26,868$4.82M
50
DE
Deere & Co Sedol 2261203
0.44%		46.1%7,958$4.69M
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SWLVX Mutual Fund All Holdings

SWLVX holdings total 857 positions. The top 10 holdings account for 20.0% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 2.6%, Jpmorgan Chase at 2.6%, Alphabet Inc Common Stock USD 0.001 at 2.4%.

SWLVX portfolio concentration is well-diversified, with the top 10 representing 20.0% of total assets. The largest sector exposure is Financials at 16.6%.

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