SWLGX Mutual Fund

NAV$17.96
Showing 10 of 390 holdings(as of Jan 31, 2026)Top 10 Weight: 59.11%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1NVDANvidia Corp.12.65%2,989,263$571.34M-Information TechnologySemiconductors & Semiconductor Equipment
2AAPLApple, Inc10.73%1,866,969$484.44M-Information TechnologyTechnology Hardware, Storage & Peripherals
3MSFTMicrosoft Corp 4.100 Feb 06 379.11%956,604$411.62MProProPro
4AMZNAmazon.Com Inc4.75%896,005$214.41MProProPro
5AVGOBroadcom Inc4.58%624,670$206.95MProProPro
6METAMeta Platforms, Inc.4.00%252,145$180.66MProProPro
7GOOGLAlphabet Inc Common Stock USD 0.0013.75%500,701$169.24MProProPro
8TSLATesla Inc3.69%386,715$166.45MProProPro
9GOOGAlphabet Inc. C3.06%407,615$137.99MProProPro
10LLYEli Lilly & Co2.79%121,534$126.05MProProPro
See the other 380 holdings of SWLGX
Every position with sector, industry and share changes, as reported Jan 31, 2026.
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Top Holdings Themes

Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingEmerging TechMillennials & Gen ZElectric VehiclesEnergy TransitionCritical MineralsClimate SolutionsHydrogen Economy

SWLGX Mutual Fund Top Holdings

SWLGX holdings top 10 positions. The top 10 holdings account for 59.1% of the fund, led by Nvidia Corp. at 12.7%, Apple, Inc at 10.7%, Microsoft Corp 4.100 Feb 06 37 at 9.1%.

SWLGX portfolio concentration is relatively high, with the top 10 representing 59.1% of total assets. The largest sector exposure is Information Technology at 49.1%.

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