SWPPX Mutual Fund

SWPPX Mutual Fund

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Showing top 50 of 503 holdings · as of Aug 31, 2026
SWPPX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia CorpInfo Tech · Semiconductors
8.03%		8.0%54,268,406$11.98BInfo TechSemiconductors
2
AAPL
Apple, IncInfo Tech · Tech Hardware
6.99%		15.0%32,906,706$10.43BInfo TechTech Hardware
Sector and industry · Pro
3
MSFT
Microsoft Corp
5.66%		20.7%16,641,228$8.44B
4
AMZN
Amazon.com Inc
3.82%		24.5%21,944,848$5.70B
5
GOOGL
Alphabet Inc,Class A
2.99%		27.5%13,135,562$4.46B
6
AVGO
Broadcom Inc
2.64%		30.1%10,614,768$3.93B
7
GOOG
Alphabet Inc. C
2.38%		32.5%10,586,243$3.55B
8
META
Meta Platforms Inc
1.89%		34.4%4,923,557$2.82B
9
MU
Micron Technology, Inc.
1.63%		36.0%2,528,269$2.42B
10
TSLA
Tesla Inc
1.56%		37.6%6,312,301$2.32B
11
JPM
JPMorgan Chase
1.43%		39.0%6,007,837$2.14B
12
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
1.39%		40.4%4,110,572$2.07B
13
LLY
Eli Lilly & Co.
1.38%		41.8%1,773,672$2.05B
14
AMD
Advanced Micro Devices Inc
1.15%		42.9%3,656,035$1.72B
15
XOM
Exxon Mobil Corp.
1.00%		43.9%9,293,549$1.50B
16
JNJ
Johnson & Johnson -
0.96%		44.9%5,397,316$1.43B
17
V
Visa Inc Class A
0.95%		45.9%3,721,301$1.41B
18
MA
Mastercard Inc
0.71%		46.6%1,809,122$1.07B
19
WMT
Walmart, Inc.
0.69%		47.3%9,829,640$1.03B
20
ABBV
AbbVie Inc.
0.68%		47.9%3,961,396$1.02B
21
CSCO
Cisco Systems Inc.
0.66%		48.6%8,856,511$978.56M
22
INTC
Intel Corp
0.66%		49.3%11,074,497$991.28M
23
PLTR
Palantir Technologies Inc
0.64%		49.9%5,148,111$959.50M
24
COST
Costco Wholesale Corp.
0.63%		50.5%994,732$938.92M
25—Bank of America Corp.:
0.61%		51.1%14,638,622$906.72M
26
CVX
Chevron Corp
0.58%		51.7%4,197,514$865.28M
27
LRCX
Lam Research Corp
0.57%		52.3%2,803,954$845.36M
28
AMAT
Applied Materials, Inc.
0.55%		52.8%1,780,029$815.95M
29
CAT
Caterpillar, Inc.
0.55%		53.4%1,032,711$823.56M
30
MRK
Merck & Company Inc
0.55%		53.9%5,537,690$818.25M
31
UNH
Unitedhealth Group Inc
0.53%		54.5%2,036,185$792.91M
32—General Electric Co.
0.53%		55.0%2,339,307$785.33M
33
KO
Coca Cola Co.
0.52%		55.5%8,682,088$769.84M
34
NFLX
Netflix, Inc.
0.51%		56.0%9,442,396$765.31M
35
PG
Procter & Gamble Company
0.51%		56.5%5,221,043$757.68M
36
HD
The Home Depot Inc
0.49%		57.0%2,233,234$732.12M
37
PANW
Palo Alto Networks, Inc
0.47%		57.5%1,818,375$694.86M
38
GS
The Goldman Sachs Group Inc
0.46%		58.0%661,447$678.58M
39
PM
Philip Morris International Inc.
0.44%		58.4%3,494,506$654.52M
40—United Technologies Corp.
0.42%		58.8%3,019,451$627.23M
41
WFC
Wells Fargo & Co.
0.40%		59.2%6,861,370$592.75M
42
MS
Morgan Stanley
0.38%		59.6%2,687,734$573.35M
43
ORCL
Oracle Corp -
0.38%		60.0%3,804,613$567.34M
44
TXN
Texas Instrument Inc
0.36%		60.3%2,040,555$532.40M
45
GEV
GE Vernova Inc. CDR (CAD Hedged)
0.36%		60.7%602,508$541.37M
46
AMGN
Amgen Inc.
0.35%		61.0%1,210,101$520.20M
47
CRWD
Crowdstrike Holdings Inc
0.35%		61.4%2,283,525$527.49M
48
SNDK
Sandisk Corp
0.35%		61.7%332,038$520.20M
49—Future On E-Mini S&P 500 Futures
0.35%		62.1%68,300$525.84M
50
TMO
Thermo Fisherscientific Inc.
0.34%		62.4%833,226$514.18M
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SWPPX Mutual Fund All Holdings

SWPPX holdings total 502 positions. The top 10 holdings account for 37.6% of the fund, led by Nvidia Corp at 8.0%, Apple, Inc at 7.0%, Microsoft Corp at 5.7%.

SWPPX portfolio concentration is moderate, with the top 10 representing 37.6% of total assets. The largest sector exposure is Information Technology at 38.6%.

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