USPVX Mutual Fund

USPVX Mutual Fund

NAV$36.72
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Showing the top 10 of 25 holdings · as of Mar 31, 2026
Top 10 weight
57.05%
USPVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
7.60%		7.6%24,430$6.20MInfo TechTech Hardware
2
JPM
JPMorgan ChaseFinancials · Banks
7.53%		15.1%20,885$6.14MFinancialsBanks
Share changes, sector and industry · Pro
3
MSFT
Microsoft Corp
6.94%		22.1%15,300$5.66M
4
META
Meta Platforms, Inc.
6.90%		29.0%9,840$5.63M
5—Goldman Sachs & Co
5.50%		34.5%5,300$4.48M
6
DLTR
Dollar Tree Inc.
5.38%		39.9%40,090$4.39M
7
FDX
Fedex Corp
5.28%		45.1%12,100$4.31M
8
JNJ
Johnson & Johnson -
4.35%		49.5%14,500$3.54M
9
XOM
Exxon Mobil Corp.
4.11%		53.6%19,760$3.35M
10
BA
Boeing Co
3.46%		57.1%14,200$2.83M
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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 57.1% of the fund, led by Apple, Inc at 7.6%, Jpmorgan Chase at 7.5%, Microsoft Corp at 6.9%.

USPVX portfolio concentration is relatively high, with the top 10 representing 57.1% of total assets. The largest sector exposure is Financials at 16.2%.

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