VELAX Mutual Fund

VELAX Mutual Fund

NAV$17.61
See how much of VELAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 120 holdings · as of Mar 31, 2026
Top 10 weight
37.90%
VELAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
FXFXX
First Am Treas Obli-XFinancials · Insurance
7.28%		7.3%-$4.76MFinancialsInsurance
2—Alphabet Inc.Class AComm. Services · Interactive Media
4.94%		12.2%11,247$3.23MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
AMZN
Amazon.com Inc
4.73%		17.0%14,854$3.09M
4DebtMicrosoft Corp
4.42%		21.4%7,814$2.89M
5
JNJ
Johnson & Johnson -
3.63%		25.0%9,710$2.37M
6
BKR
Baker Hughes Co
2.95%		28.0%31,596$1.93M
7
TMO
Thermo Fisherscientific Inc.
2.52%		30.5%3,349$1.65M
8
IFNNY
Infineon Technologies Ag (Adr)
2.49%		33.0%35,992$1.63M
9
ACN
Accenture Plc
2.49%		35.5%8,222$1.63M
10
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
2.45%		37.9%3,345$1.60M
More holdings · Pro
FundXLS Pro
See the other 110 holdings of VELAX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Interest RatesArtificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingData & AnalyticsCybersecurityNetworking InfrastructurePharmaceuticalsMedical DevicesEnergy TransitionManufacturingLife Sciences ToolsBiotechnologyBiotechnology Tools

VELAX Mutual Fund Top Holdings

VELAX holdings top 10 positions. The top 10 holdings account for 37.9% of the fund, led by First Am Treas Obli-X at 7.3%, Alphabet Inc.Class A at 4.9%, Amazon.Com Inc at 4.7%.

VELAX portfolio concentration is moderate, with the top 10 representing 37.9% of total assets. The largest sector exposure is Information Technology at 17.4%.

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