SZCCX Mutual Fund

SZCCX Mutual Fund

NAV$42.55
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Showing the top 10 of 96 holdings · as of Mar 31, 2026
Top 10 weight
29.14%
SZCCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
LGND
Ligand Pharmaceuticals, Inc.Health Care · Biotechnology
4.95%		5.0%260,000$51.91MHealth CareBiotechnology
2
TBBK
Bancorp IncFinancials · Banks
3.84%		8.8%750,000$40.30MFinancialsBanks
Share changes, sector and industry · Pro
3
TALK
Talkspace Inc
3.45%		12.2%7,000,000$36.23M
4
LRN
Stride Inc.
3.36%		15.6%400,000$35.27M
5—Nextpower Inc Class A
3.16%		18.8%275,000$33.15M
6DebtDws Central Cash Management Government Fund
2.39%		21.1%25,067,917$25.07M
7
RUSHA
Rush Enterprises Inc
2.21%		23.4%350,000$23.14M
8—Essent Group Ltd
2.09%		25.4%375,000$21.91M
9
JBSS
John B Sanfilippo & Son Inc
1.89%		27.3%250,000$19.83M
10
SIGI
Selective Insurance Group Inc
1.80%		29.1%250,000$18.85M
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Themes in the top 10
BiotechnologyPharmaceuticalsDigital BankingPaymentsLending & CreditGlobal BankingInvestment TechnologyDigital HealthHealth & WellnessInternet & DigitalMillennials & Gen ZSocial ImpactValue RetailUrbanizationConsumer Spending

SZCCX Mutual Fund Top Holdings

SZCCX holdings top 10 positions. The top 10 holdings account for 29.1% of the fund, led by Ligand Pharmaceuticals, Inc. at 5.0%, Bancorp Inc Com at 3.8%, Talkspace Inc at 3.5%.

SZCCX portfolio concentration is well-diversified, with the top 10 representing 29.1% of total assets. The largest sector exposure is Industrials at 18.1%.

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