EVTMX Holdings Information

EVTMX is a mutual fund with a total of 57 individual holdings. The top holdings are Broadcom stock at 4.12%, JPMorgan Chase & Co. at 3.70%, The Coca-Cola Company at 3.48%, UnitedHealth Group at 3.24%, and Chevron at 2.86%.

Total Holdings

Top 10 Percentage

29.53%

Asset Class

Equity

Fund Category

Large Value

Assets

879.21M

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AVGO	Broadcom Inc.	4.12%	96,700
2	JPM	JPMorgan Chase & Co.	3.70%	96,300
3	KO	The Coca-Cola Company	3.48%	362,800
4	UNH	UnitedHealth Group Incorporated	3.24%	71,500
5	CVX	Chevron Corporation	2.86%	132,900
6	JNJ	Johnson & Johnson	2.64%	94,100
7	ABBV	AbbVie Inc.	2.48%	90,300
8	MSFT	Microsoft Corporation	2.39%	46,967
9	LAMR	Lamar Advertising Company	2.33%	133,200
10	BLK	BlackRock, Inc.	2.30%	19,300
11	CME	CME Group Inc.	2.25%	76,900
12	CSCO	Cisco Systems, Inc.	2.25%	177,500
13	EOG	EOG Resources, Inc.	2.25%	138,100
14	GOOG	Alphabet Inc.	2.20%	56,300
15	ETN	Eaton Corporation plc	2.11%	46,500
16	SRE	Sempra	2.10%	217,300
17	WM	Waste Management, Inc.	2.10%	84,600
18	IRM	Iron Mountain Incorporated	2.06%	154,100
19	SO	The Southern Company	2.02%	195,400
20	AAPL	Apple Inc.	2.00%	59,300
21	MRK	Merck & Co., Inc.	1.98%	139,200
22	V	Visa Inc.	1.97%	49,100
23	MMM	3M Company	1.90%	98,500
24	AME	AMETEK, Inc.	1.89%	71,600
25	GILD	Gilead Sciences, Inc.	1.81%	126,900

Showing 25 of 57 holdings

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As of Jul 31, 2026