SHXYX Mutual Fund

NAV$7.61
Showing 10 of 29 holdings(as of Mar 31, 2026)Top 10 Weight: 50.26%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1LION:CALionsgate Studios Corp6.57%371,604$3.56M••••••••••••••••••••••
2BRK.BBerkshire Hathaway Inc Brk/B Us Equity5.66%6,405$3.07M••••••••••••••••••••••
3FDSFactset Research Systems Inc.5.27%13,185$2.86M••••••••••••••••••••••
4PINSPinterest, Inc5.23%154,675$2.84M••••••••••••••••••••••
5ZBHZimmer Biomet Holdings4.91%29,450$2.66M••••••••••••••••••••••
6TFCTruist Financial Corp.4.70%55,505$2.55M••••••••••••••••••••••
7DISWalt Disney Co4.67%26,275$2.53M••••••••••••••••••••••
8DECKDeckers Outdoor Corp.4.51%24,445$2.45M••••••••••••••••••••••
9AMRZ:SMAmrize Ag4.50%43,565$2.44M••••••••••••••••••••••
10ELANElanco Animal Health, Inc Cvr4.24%96,040$2.30M••••••••••••••••••••••
Want to see all 29 holdings?View All HoldingsPRO

Top Holdings Themes

Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingData & AnalyticsInvestment TechnologyInternet & DigitalDigital AdvertisingMillennials & Gen ZDigital EntertainmentMedical DevicesAging PopulationHealth & WellnessDigital HealthBiotechnology

SHXYX Mutual Fund Top Holdings

SHXYX holdings top 10 positions. The top 10 holdings account for 50.3% of the fund, led by Lionsgate Studios Corp at 6.6%, Berkshire Hathaway Inc Brk/B Us Equity at 5.7%, Factset Research Systems Inc. at 5.3%.

SHXYX portfolio concentration is relatively high, with the top 10 representing 50.3% of total assets. The largest sector exposure is Information Technology at 17.3%.

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