BFOCX Holdings Information

BFOCX is a mutual fund with a total of 124 individual holdings. The top holdings are Micron Technology stock at 8.20%, Taiwan Semiconductor Manufacturing Company at 8.07%, Advanced Micro Devices at 8.02%, Nebius Group at 6.12%, and Bloom Energy at 5.98%.

Total Holdings

124

Top 10 Percentage

60.94%

Asset Class

Equity

Fund Category

Technology

Assets

331.83M

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	MU	Micron Technology, Inc.	8.20%	32,790
2	TSM	Taiwan Semiconductor Manufacturing Company Limited	8.07%	77,910
3	AMD	Advanced Micro Devices, Inc.	8.02%	63,650
4	NBIS	Nebius Group N.V.	6.12%	102,240
5	BE	Bloom Energy Corporation	5.98%	91,090
6	WDC	Western Digital Corporation	5.00%	36,120
7	MRVL	Marvell Technology, Inc.	4.91%	76,080
8	GLW	Corning Incorporated	4.89%	88,230
9	AMAT	Applied Materials, Inc.	4.88%	31,120
10	INTC	Intel Corporation	4.87%	160,840
11	STX	Seagate Technology Holdings plc	4.10%	19,590
12	CRDO	Credo Technology Group Holding Ltd	4.09%	69,380
13	ALAB	Astera Labs, Inc.	3.44%	32,880
14	Q	Qnity Electronics, Inc.	3.35%	94,760
15	SIMO	Silicon Motion Technology Corporation	3.20%	44,280
16	AMKR	Amkor Technology, Inc.	3.02%	161,800
17	TER	Teradyne, Inc.	3.02%	28,750
18	n/a	Rocket Lab Usa Inc - Rocket Lab Corp.	3.01%	136,690
19	ARM	Arm Holdings plc	2.99%	38,840
20	AEHR	Aehr Test Systems, Inc.	2.97%	142,640
21	MXL	MaxLinear, Inc.	2.04%	73,470
22	KLAC	KLA Corporation	2.01%	30,660
23	LRCXEUR	Lam Research Corp.	1.99%	21,170
24	SNDK	Sandisk Corporation	0.00%	10
25	ASML	ASML Holding N.V.	0.00%	10

Showing 25 of 124 holdings

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As of Jun 30, 2026