SWLVX Mutual Fund

NAV$19.95
Showing top 15 of 860 holdingsSee all 860 holdings(as of Jan 31, 2026)
#Ticker ↕Name ↕Weight ↓Shares ↕Mkt Value ↕Share ChgPROSectorPROIndustryPRO
1BRK.BBrk/B2.82%58,200$27.97M-IndustrialsIndustrial Conglomerates
2JPM:USJp Morgan Chase & Co2.65%85,722$26.22M-FinancialsBanks
3GOOGL'alphabet Inc., Class 'a''2.22%65,105$22.01MProProPro
4AMZNAmazon.Com Inc2.01%83,219$19.91MProProPro
5XOMExxon Mobil Corp1.90%133,314$18.85MProProPro
6GOOGAlphabet Inc series C1.81%53,012$17.95MProProPro
7JNJJOHNSON AND JOHNSON1.74%75,936$17.26MProProPro
8WMTWalmart Inc Com USD0.11.49%123,570$14.72MProProPro
9MUMicron Technology, Inc.1.48%35,257$14.63MProProPro
10PGProcter & Gamble Co/The Pg Us Equity1.14%74,119$11.25MProProPro
11CVXCHEVRON CORP1.06%59,118$10.46MProProPro
12BACBank Of America Corp.1.04%193,155$10.28MProProPro
13CSCOCisco Systems Inc. - Ordinary Shares0.99%125,596$9.84MProProPro
14WFCWells Fargo & Co0.91%99,194$8.98MProProPro
15IBMInternational Business Machines Corporat0.91%29,359$9.00MProProPro
See the other 845 holdings of SWLVX
Every position with sector, industry and share changes, as reported Jan 31, 2026.
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SWLVX Mutual Fund All Holdings

SWLVX holdings total 861 positions. The top 10 holdings account for 19.3% of the fund, led by Brk/B at 2.8%, Jp Morgan Chase & Co at 2.6%, 'alphabet Inc., Class 'a'' at 2.2%.

SWLVX portfolio concentration is well-diversified, with the top 10 representing 19.3% of total assets. The largest sector exposure is Financials at 15.9%.

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