USPVX Mutual Fund

USPVX Mutual Fund

NAV$36.04
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Showing the top 10 of 27 holdings · as of Jun 30, 2026
Top 10 weight
58.75%
USPVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
8.28%		8.3%24,430$7.07MInfo TechTech Hardware
2
JPM
JPMorgan ChaseFinancials · Banks
8.01%		16.3%20,885$6.84MFinancialsBanks
Sector and industry · Pro
3
MSFT
Microsoft Corp
6.68%		23.0%15,300$5.71M
4
META
Meta Platforms Inc
6.49%		29.5%9,840$5.54M
5
GS
The Goldman Sachs Group Inc
6.28%		35.7%5,300$5.36M
6
DLTR
Dollar Tree Inc.
5.68%		41.4%40,090$4.85M
7
UNH
Unitedhealth Group Inc
4.89%		46.3%10,040$4.17M
8
FDX
Fedex Corp
4.44%		50.8%12,100$3.79M
9
JNJ
Johnson & Johnson -
4.31%		55.1%14,500$3.68M
10—Diageo Plc Sponsored Adr (1 Ads : 4 Ordinary)
3.69%		58.8%39,160$3.15M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyCloud ComputingNetworking InfrastructureDigital AdvertisingEmerging TechMillennials & Gen Z

USPVX Mutual Fund Top Holdings

USPVX holdings top 10 positions. The top 10 holdings account for 58.8% of the fund, led by Apple, Inc at 8.3%, Jpmorgan Chase at 8.0%, Microsoft Corp at 6.7%.

USPVX portfolio concentration is relatively high, with the top 10 representing 58.8% of total assets. The largest sector exposure is Financials at 17.8%.

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