CFIMX Mutual Fund

NAV$16.56
Showing 10 of 33 holdings(as of Nov 30, 2025)Top 10 Weight: 61.10%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1COFCapital One Financial Corp.8.70%--••••••••••••••••••••••
2GOOGLAlphabet Inc Common Stock USD 0.0018.00%--••••••••••••••••••••••
3AMATApplied Materials, Inc.6.70%--••••••••••••••••••••••
4MKLMarkel Group Inc6.70%--••••••••••••••••••••••
5METAMeta Platforms, Inc.6.60%--••••••••••••••••••••••
6BRK.ABerkshire Hathaway, Inc. Clb5.60%--••••••••••••••••••••••
7USBUS Bancorp5.30%--••••••••••••••••••••••
8MGMMgm Resorts International4.90%--••••••••••••••••••••••
9CVSCvs Health Corp.4.80%--••••••••••••••••••••••
10CTRACoterra Energy3.80%--••••••••••••••••••••••
Want to see all 33 holdings?View All HoldingsPRO

Top Holdings Themes

Telecom InfrastructureInflation ProtectionInterest RatesArtificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingData & AnalyticsSemiconductorsManufacturingInsurTechAsset ManagementInvestment TechnologyGlobal BankingEmerging Tech

CFIMX Mutual Fund Top Holdings

CFIMX holdings top 10 positions. The top 10 holdings account for 61.1% of the fund, led by Capital One Financial Corp. at 8.7%, Alphabet Inc Common Stock USD 0.001 at 8.0%, Applied Materials, Inc. at 6.7%.

CFIMX portfolio concentration is relatively high, with the top 10 representing 61.1% of total assets. The largest sector exposure is Financials at 24.0%.

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