IRVSX Holdings Information

IRVSX is a mutual fund with a total of 160 individual holdings. The top holdings are Berkshire Hathaway Inc. CL B NEW stock at 4.25%, JPMorgan Chase & Co. at 3.84%, ExxonMobil Holdings at 3.45%, Alphabet at 2.85%, and Johnson & Johnson at 2.83%.

Total Holdings

160

Top 10 Percentage

28.19%

Asset Class

Equity

Fund Category

Large Value

Assets

321.44M

Forward PE Ratio

18.41

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	BRKB	Berkshire Hathaway Inc. CL B NEW	4.25%	25,799
2	JPM	JPMorgan Chase & Co.	3.84%	37,998
3	XOM	ExxonMobil Holdings Corporation	3.45%	59,094
4	GOOGL	Alphabet Inc.	2.85%	28,859
5	JNJ	Johnson & Johnson	2.83%	33,660
6	AMZN	Amazon.com, Inc.	2.64%	36,889
7	WMT	Walmart Inc.	2.34%	54,775
8	GOOG	Alphabet Inc.	2.32%	23,499
9	CVX	Chevron Corporation	1.86%	26,205
10	MU	Micron Technology, Inc.	1.81%	15,629
11	PG	The Procter & Gamble Company	1.63%	32,855
12	CSCO	Cisco Systems, Inc.	1.48%	55,673
13	MRK	Merck & Co., Inc.	1.44%	34,762
14	BAC	Bank of America Corporation	1.42%	84,564
15	CAT	Caterpillar Inc.	1.38%	5,679
16	RTX	RTX Corporation	1.24%	18,714
17	PM	Philip Morris International Inc.	1.24%	21,793
18	WFC	Wells Fargo & Company	1.19%	43,319
19	UNH	UnitedHealth Group Incorporated	1.18%	12,728
20	IWX	iShares Russell Top 200 Value ETF	1.14%	35,822
21	GS	The Goldman Sachs Group, Inc.	1.13%	3,889
22	LIN	Linde plc	1.12%	6,568
23	IBM	International Business Machines Corporation	1.08%	13,014
24	META	Meta Platforms, Inc.	1.07%	5,447
25	VZ	Verizon Communications Inc.	1.02%	59,076

Showing 25 of 160 holdings

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As of Mar 31, 2026