UMLGX Mutual Fund

UMLGX Mutual Fund

NAV$7.87
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Showing the top 10 of 34 holdings · as of Mar 31, 2026
Top 10 weight
61.88%
UMLGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NVDA
Nvidia Corp.Info Tech · Semiconductors
13.63%		13.6%371,623$64.81MInfo TechSemiconductors
2DebtMicrosoft CorpInfo Tech · Software
9.92%		23.6%127,424$47.17MInfo TechSoftware
Share changes, sector and industry · Pro
3
AMZN
Amazon.com Inc
7.54%		31.1%172,077$35.84M
4—Alphabet Inc.Class A
5.44%		36.5%89,935$25.86M
5
AAPL
Apple, Inc
5.04%		41.6%94,412$23.96M
6
AVGO
Broadcom Inc
4.75%		46.3%72,955$22.58M
7—Meta Platform Inc
4.39%		50.7%36,443$20.85M
8
ISRG
Intuitive Surgical Inc.
3.78%		54.5%38,939$17.95M
9
LLY
Eli Lilly & Co.
3.73%		58.2%19,294$17.75M
10
V
Visa Inc Class A
3.66%		61.9%57,599$17.41M
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Themes in the top 10
Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingEmerging TechMillennials & Gen ZRobotics & AutomationMedical DevicesPharmaceuticalsBiotechnologyPayments

UMLGX Mutual Fund Top Holdings

UMLGX holdings top 10 positions. The top 10 holdings account for 61.9% of the fund, led by Nvidia Corp. at 13.6%, Microsoft Corp 4.100 Feb 06 37 at 9.9%, Amazon.Com Inc at 7.5%.

UMLGX portfolio concentration is relatively high, with the top 10 representing 61.9% of total assets. The largest sector exposure is Information Technology at 43.2%.

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