HCMAX Holdings Information

HCMAX is a mutual fund with a total of 40 individual holdings. The top holdings are Umb Cash Deposit Sweep stock at 4.05%, Verizon Communications at 3.45%, Bristol-Myers Squibb Company at 3.39%, Pfizer at 3.13%, and Biogen at 3.11%.

Total Holdings

Top 10 Percentage

31.80%

Asset Class

Equity

Fund Category

Large Value

Assets

81.92M

Forward PE Ratio

13.27

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	n/a	Umb Cash Deposit Sweep	4.05%	3,360,212
2	VZ	Verizon Communications Inc.	3.45%	57,000
3	BMY	Bristol-Myers Squibb Company	3.39%	46,400
4	PFE	Pfizer Inc.	3.13%	92,700
5	BIIB	Biogen Inc.	3.11%	14,100
6	IFF	International Flavors & Fragrances Inc.	3.08%	35,300
7	STZ	Constellation Brands, Inc.	2.96%	16,400
8	WBD	Warner Bros. Discovery, Inc.	2.90%	87,700
9	CMCSA	Comcast Corporation	2.87%	83,077
10	USB	U.S. Bancorp	2.85%	45,500
11	DD	DuPont de Nemours, Inc.	2.83%	51,400
12	ZBH	Zimmer Biomet Holdings, Inc.	2.81%	25,800
13	TSM	Taiwan Semiconductor Manufacturing Company Limited	2.77%	6,800
14	GSK	GSK plc	2.72%	41,000
15	AKAM	Akamai Technologies, Inc.	2.72%	19,700
16	CVS	CVS Health Corporation	2.72%	31,500
17	WST	West Pharmaceutical Services, Inc.	2.69%	8,900
18	HSY	The Hershey Company	2.65%	10,600
19	UPS	United Parcel Service, Inc.	2.64%	22,300
20	KHC	The Kraft Heinz Company	2.58%	95,300
21	KMX	CarMax, Inc.	2.57%	51,300
22	BF.B	Brown-Forman Corporation	2.53%	79,400
23	DIS	The Walt Disney Company	2.48%	21,400
24	ORCL	Oracle Corporation	2.48%	14,000
25	UNH	UnitedHealth Group Incorporated	2.41%	7,400

Showing 25 of 40 holdings

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As of Mar 31, 2026