LCBDX Mutual Fund

NAV$27.04
Showing 10 of 73 holdings(as of Jan 30, 2026)Top 10 Weight: 24.35%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1WMBWilliams Cos. Inc.3.54%189,481$12.74M••••••••••••••••••••••
2NEENextera Energy Inc.2.79%114,229$10.04M••••••••••••••••••••••
3GOOGAlphabet Inc. C2.59%27,514$9.30M••••••••••••••••••••••
4AAPLApple, Inc2.49%34,480$8.95M••••••••••••••••••••••
5KMIKinder Morgan, Inc. Class P2.28%269,302$8.21M••••••••••••••••••••••
6ETEnergy Transfer2.22%431,920$7.97M••••••••••••••••••••••
7PPLPpl Corporation2.18%215,961$7.83M••••••••••••••••••••••
8LHXL3harris Technologies, Inc2.11%22,100$7.58M••••••••••••••••••••••
9EPDEnterprise Products Partners Lp2.10%227,970$7.57M••••••••••••••••••••••
10BABoeing Co2.05%98,840$7.39M••••••••••••••••••••••
Want to see all 73 holdings?View All HoldingsPRO

Top Holdings Themes

InfrastructureEnergy SecurityEnergy TransitionEnvironmental SolutionsClimate SolutionsClean EnergyArtificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingSemiconductorsCybersecurityHydrogen EconomyInflation Protection

LCBDX Mutual Fund Top Holdings

LCBDX holdings top 10 positions. The top 10 holdings account for 24.4% of the fund, led by Williams Cos. Inc. at 3.5%, Nextera Energy Inc. at 2.8%, Alphabet Inc. C at 2.6%.

LCBDX portfolio concentration is well-diversified, with the top 10 representing 24.4% of total assets. The largest sector exposure is Energy at 19.7%.

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