BIRKX Holdings Information

BIRKX is a mutual fund with a total of 218 individual holdings. The top holdings are NVIDIA stock at 6.60%, Apple at 6.03%, Microsoft at 4.53%, Amazon.com at 4.07%, and Alphabet at 2.71%.

Total Holdings

218

Top 10 Percentage

34.05%

Asset Class

Equity

Fund Category

Large Blend

Assets

1.15B

Forward PE Ratio

19.50

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	6.60%	393,287
2	AAPL	Apple Inc.	6.03%	246,700
3	MSFT	Microsoft Corporation	4.53%	127,145
4	AMZN	Amazon.com, Inc.	4.07%	203,197
5	GOOGL	Alphabet Inc.	2.71%	98,097
6	AVGO	Broadcom Inc.	2.49%	83,563
7	TSLA	Tesla, Inc.	2.03%	56,699
8	GOOG	Alphabet Inc.	2.03%	73,397
9	META	Meta Platforms, Inc.	1.89%	34,371
10	CVX	Chevron Corporation	1.66%	83,528
11	CAT	Caterpillar Inc.	1.64%	23,985
12	MS	Morgan Stanley	1.39%	87,818
13	V	Visa Inc.	1.31%	45,174
14	RTX	RTX Corporation	1.25%	67,365
15	AXP	American Express Company	1.21%	41,734
16	AMAT	Applied Materials, Inc.	1.12%	34,049
17	PG	The Procter & Gamble Company	1.08%	78,029
18	BAC	Bank of America Corporation	1.08%	230,564
19	TSTXX	BlackRock Liquidity Funds - T-Fund	1.07%	11,137,555
20	ABT	Abbott Laboratories	1.05%	106,449
21	MCK	McKesson Corporation	0.97%	11,601
22	BMY	Bristol-Myers Squibb Company	0.94%	160,584
23	BRK.B	Berkshire Hathaway Inc.	0.91%	19,748
24	VZ	Verizon Communications Inc.	0.88%	181,699
25	WFC	Wells Fargo & Company	0.84%	109,136

Showing 25 of 218 holdings

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As of Mar 31, 2026