PLBBX Mutual Fund
NAV$40.10
AUM$36M
TER1.44%
Holdings59
PLBBX Mutual Fund
NAV$40.10
Plumb Balanced Fund Investor Class
AUM$36M
TER1.44%
Holdings59

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Showing 10 of 59 holdings(as of Mar 31, 2026)Top 10 Weight: 36.75%
PLBBX Mutual Fund Top Holdings
PLBBX holdings top 10 positions. The top 10 holdings account for 36.8% of the fund, led by NVDA at 6.3%, MOD at 4.5%, GOOG at 4.3%.
PLBBX portfolio concentration is moderate, with the top 10 representing 36.8% of total assets. The largest sector exposure is Unknown at 77.2%.
PLBBX sector allocation provides a detailed breakdown. PLBBX overlap tool shows how holdings compare to other funds in your portfolio.