IMSCX Holdings Information

IMSCX is a mutual fund with a total of 29 individual holdings. The top holdings are Meta Platforms stock at 9.11%, Alphabet at 8.92%, NVIDIA at 6.78%, Wells Fargo & Company at 6.65%, and Amazon.com at 5.89%.

Total Holdings

Top 10 Percentage

57.57%

Asset Class

Equity

Fund Category

Large Blend

Assets

62.14M

Forward PE Ratio

22.40

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	META	Meta Platforms, Inc.	9.11%	8,200
2	GOOG	Alphabet Inc.	8.92%	16,000
3	NVDA	NVIDIA Corporation	6.78%	20,000
4	WFC	Wells Fargo & Company	6.65%	43,000
5	AMZN	Amazon.com, Inc.	5.89%	14,560
6	AVGO	Broadcom Inc.	4.51%	7,500
7	CAT	Caterpillar Inc.	3.99%	2,900
8	UNH	UnitedHealth Group Incorporated	3.98%	7,579
9	AAPL	Apple Inc.	3.94%	8,000
10	VZ	Verizon Communications Inc.	3.80%	39,000
11	MSFT	Microsoft Corporation	3.74%	5,200
12	BROS	Dutch Bros Inc.	3.74%	37,980
13	GOIXX	Federated Government Obligations Fund	3.40%	1,750,382
14	NFLX	Netflix, Inc.	3.27%	17,500
15	GE	GE Aerospace	2.70%	4,900
16	BAC	Bank of America Corporation	2.64%	27,900
17	FANG	Diamondback Energy, Inc.	2.54%	6,600
18	VST	Vistra Corp.	2.34%	8,000
19	USB	U.S. Bancorp	2.16%	21,390
20	SCHW	The Charles Schwab Corporation	2.10%	11,530
21	TSLA	Tesla, Inc.	2.09%	2,900
22	AMAT	Applied Materials, Inc.	1.99%	3,000
23	COF	Capital One Financial Corporation	1.95%	5,500
24	JNJ	Johnson & Johnson	1.90%	4,000
25	MRVL	Marvell Technology, Inc.	1.46%	7,600

Showing 25 of 29 holdings

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As of Mar 31, 2026