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 5.23%, Baxter International at 3.27%, Bristol-Myers Squibb Company at 3.21%, DuPont de Nemours at 3.07%, and Warner Bros. Discovery at 3.02%.

Total Holdings

Top 10 Percentage

32.52%

Asset Class

Equity

Fund Category

Large Value

Assets

76.37M

Forward PE Ratio

13.24

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	n/a	Umb Cash Deposit Sweep	5.23%	3,997,717
2	BAX	Baxter International Inc.	3.27%	95,500
3	BMY	Bristol-Myers Squibb Company	3.21%	37,500
4	DD	DuPont de Nemours, Inc.	3.07%	17,133
5	WBD	Warner Bros. Discovery, Inc.	3.02%	87,700
6	BF.B	Brown-Forman Corporation	2.99%	79,400
7	KMX	CarMax, Inc.	2.95%	39,300
8	UNH	UnitedHealth Group Incorporated	2.93%	5,400
9	VZ	Verizon Communications Inc.	2.93%	47,800
10	MSFT	Microsoft Corporation	2.92%	4,800
11	USB	U.S. Bancorp	2.86%	34,700
12	VEEV	Veeva Systems Inc.	2.86%	10,700
13	CRM	Salesforce, Inc.	2.82%	11,700
14	ZBH	Zimmer Biomet Holdings, Inc.	2.82%	22,900
15	KHC	The Kraft Heinz Company	2.78%	82,200
16	IFF	International Flavors & Fragrances Inc.	2.78%	26,800
17	GSK	GSK plc	2.78%	41,000
18	CAG	Conagra Brands, Inc.	2.74%	144,400
19	ORCL	Oracle Corporation	2.72%	16,000
20	BA	The Boeing Company	2.72%	9,600
21	BIIB	Biogen Inc.	2.71%	10,200
22	PFE	Pfizer Inc.	2.70%	82,400
23	DIS	The Walt Disney Company	2.70%	21,400
24	ADBE	Adobe Inc.	2.69%	8,200
25	LON: DGED	Diageo plc	2.69%	23,300

Showing 25 of 40 holdings

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As of Jul 31, 2026