ULPSX Mutual Fund

ULPSX Mutual Fund

NAV$133.43
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Showing the top 10 of 516 holdings · as of Jan 31, 2026
Top 10 weight
46.89%
ULPSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Societe' Generale 3.55 , 2/02/2026 2026-02-02
7.97%		8.0%-$13.72M--
2—Natwest Markets Plc 3.53 , 2/02/2026 2026-02-02
6.37%		14.3%-$10.98M--
3—Hsbc Securities (Usa), Inc. 3.55 , 2/02/2026 2026-02-02
6.13%		20.5%-$10.55M--
4
NVDA
Nvidia Corp.Info Tech · Semiconductors
5.69%		26.2%51,278$9.80MInfo TechSemiconductors
5
AAPL
Apple, IncInfo Tech · Tech Hardware
4.70%		30.9%31,182$8.09MInfo TechTech Hardware
6
MSFT
Microsoft CorpInfo Tech · Software
3.92%		34.8%15,684$6.75MInfo TechSoftware
7
RY
Royal Bank Of Canada 3.45 , 2/02/2026 2026-02-02
3.43%		38.2%-$5.91M--
8—Umb Financial Corp. B 3.4 , 2/02/2026 2026-02-02
3.42%		41.6%-$5.88M--
9
AMZN
Amazon.com IncConsumer Disc. · Internet
2.85%		44.5%20,528$4.91MConsumer Disc.Internet
10—Alphabet IncComm. Services · Interactive Media
2.41%		46.9%12,277$4.15MComm. ServicesInteractive Media
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingPayments

ULPSX Mutual Fund Top Holdings

ULPSX holdings top 10 positions. The top 10 holdings account for 46.9% of the fund, led by Societe' Generale 3.55 , 2/02/2026 2026-02-02 at 8.0%, Natwest Markets Plc 3.53 , 2/02/2026 2026-02-02 at 6.4%, Hsbc Securities (Usa), Inc. 3.55 , 2/02/2026 2026-02-02 at 6.1%.

ULPSX portfolio concentration is moderate, with the top 10 representing 46.9% of total assets. The largest sector exposure is Information Technology at 25.2%.

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