PLBEX Mutual Fund
NAV$34.86
AUM$18M
TER1.50%
Holdings30
PLBEX Mutual Fund
NAV$34.86
Plumb Equity Fund Investor Class
AUM$18M
TER1.50%
Holdings30

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Showing 10 of 30 holdings(as of Mar 31, 2026)Top 10 Weight: 57.58%
PLBEX Mutual Fund Top Holdings
PLBEX holdings top 10 positions. The top 10 holdings account for 57.6% of the fund, led by Nvidia Corp. at 13.2%, Alphabet Inc Common Stock USD 0.001 at 7.8%, Vse Corp at 6.1%.
PLBEX portfolio concentration is relatively high, with the top 10 representing 57.6% of total assets. The largest sector exposure is Information Technology at 39.1%.
PLBEX sector allocation provides a detailed breakdown. PLBEX overlap tool shows how holdings compare to other funds in your portfolio.