LBWIX Mutual Fund

NAV$24.34
Showing 10 of 222 holdings(as of Mar 31, 2026)Top 10 Weight: 28.20%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1XOMExxon Mobil Corp.4.96%29,900$5.07M+700EnergyOil, Gas & Consumable Fuels
2JPMJpmorgan Chase4.81%16,702$4.91M+300FinancialsBanks
3JNJJohnson & Johnson3.95%16,500$4.03MProProPro
4BACBank Of America Corp.2.57%53,800$2.62MProProPro
5MSMorgan Stanley2.13%13,200$2.17MProProPro
6GSGoldman Sachs & Co2.12%2,560$2.17MProProPro
7DISWalt Disney Co2.06%21,900$2.11MProProPro
8WFCWells Fargo & Co.1.97%25,300$2.01MProProPro
9VZVerizon Communic1.84%37,500$1.88MProProPro
10TAT&T Inc.1.79%63,200$1.83MProProPro
See the other 212 holdings of LBWIX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
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Top Holdings Themes

Energy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental SolutionsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPharmaceuticalsMedical DevicesDerivatives TradingSupply ChainInfrastructure

LBWIX Mutual Fund Top Holdings

LBWIX holdings top 10 positions. The top 10 holdings account for 28.2% of the fund, led by Exxon Mobil Corp. at 5.0%, Jpmorgan Chase at 4.8%, Johnson & Johnson at 4.0%.

LBWIX portfolio concentration is well-diversified, with the top 10 representing 28.2% of total assets. The largest sector exposure is Financials at 25.4%.

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