BSCUX Mutual Fund

NAV$30.14
Showing 10 of 53 holdings(as of Mar 31, 2026)Top 10 Weight: 41.99%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1VRTVertiv Holding Corp7.89%850,000$212.99M••••••••••••••••••••••
2RRRRed Rock Resorts, Inc. Class A5.04%2,550,000$136.07M••••••••••••••••••••••
3SITESiteone Landscape Supply Inc4.81%975,000$129.78M••••••••••••••••••••••
4KNSLKinsale Capital Group4.68%370,000$126.41M••••••••••••••••••••••
5GWREGuidewire Software Inc4.15%750,000$112.17M••••••••••••••••••••••
6PLNTPlanet Fitness Inc Cl A3.31%1,200,000$89.26M••••••••••••••••••••••
7CGNXCognex Corp.3.16%1,740,000$85.24M••••••••••••••••••••••
8JBTMJbt Marel Corp3.13%660,000$84.39M••••••••••••••••••••••
9TDGTransdigm Group Inc.3.00%70,000$81.13M••••••••••••••••••••••
10ROLLRbc Bearings Inc2.82%140,000$76.04M••••••••••••••••••••••
Want to see all 53 holdings?View All HoldingsPRO

Top Holdings Themes

InfrastructureCloud ComputingNetworking Infrastructure5G InfrastructureData & AnalyticsDigital EntertainmentConsumer SpendingVideo GamingUrbanizationPropTechEnvironmental SolutionsSustainable MaterialsConstruction TechInsurTechInterest Rates

BSCUX Mutual Fund Top Holdings

BSCUX holdings top 10 positions. The top 10 holdings account for 42.0% of the fund, led by Vertiv Holding Corp at 7.9%, Red Rock Resorts, Inc. Class A at 5.0%, Siteone Landscape Supply Inc at 4.8%.

BSCUX portfolio concentration is moderate, with the top 10 representing 42.0% of total assets. The largest sector exposure is Industrials at 31.7%.

BSCUX sector allocation provides a detailed breakdown. BSCUX overlap tool shows how holdings compare to other funds in your portfolio.