LZSCX Mutual Fund

NAV$13.58
Showing 10 of 72 holdings(as of Mar 31, 2026)Top 10 Weight: 21.05%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1AEISAdvanced Energy Industries Inc.2.68%2,697$870.3K••••••••••••••••••••••
2TCBITexas Capital Bancshares Inc2.27%7,787$738.8K••••••••••••••••••••••
3WTFCWintrust Financial Corp2.24%5,234$727.2K••••••••••••••••••••••
4TTCThe Toro Co.2.11%7,334$685.3K••••••••••••••••••••••
5FAFFirst American Corporation2.08%11,235$677.4K••••••••••••••••••••••
6RRXRegal Rexnord Corp1.97%3,426$641.6K••••••••••••••••••••••
7LSTRLandstar System Inc1.95%3,952$633.5K••••••••••••••••••••••
8MIDDMiddleby Corp/the1.92%4,706$623.9K••••••••••••••••••••••
9ROKURoku, Inc1.92%6,589$623.5K••••••••••••••••••••••
10FWRGFirst Watch Restaurant Group1.91%59,336$621.8K••••••••••••••••••••••
Want to see all 72 holdings?View All HoldingsPRO

Top Holdings Themes

SemiconductorsEnergy TransitionEnergy SecurityClean EnergyGlobal BankingLending & CreditDigital BankingInterest RatesAsset ManagementSocial ImpactAgricultural TechnologyManufacturingRobotics & AutomationEnvironmental SolutionsInfrastructure

LZSCX Mutual Fund Top Holdings

LZSCX holdings top 10 positions. The top 10 holdings account for 21.1% of the fund, led by Advanced Energy Industries Inc. at 2.7%, Texas Capital Bancshares Inc at 2.3%, Wintrust Financial Corp at 2.2%.

LZSCX portfolio concentration is well-diversified, with the top 10 representing 21.1% of total assets. The largest sector exposure is Information Technology at 19.8%.

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