JFARX Holdings Information

JFARX is a mutual fund with a total of 53 individual holdings. The top holdings are Microsoft stock at 8.70%, Amazon.com at 8.06%, Alphabet at 5.99%, KKR & Co. at 4.37%, and Taiwan Semiconductor Manufacturing Company at 3.91%.

Total Holdings

Top 10 Percentage

47.10%

Asset Class

Equity

Fund Category

Large Blend

Assets

409.94M

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	8.70%	82,342
2	AMZN	Amazon.com, Inc.	8.06%	130,516
3	GOOGL	Alphabet Inc.	5.99%	73,945
4	KKR	KKR & Co. Inc.	4.37%	189,513
5	TSM	Taiwan Semiconductor Manufacturing Company Limited	3.91%	42,536
6	NVDA	NVIDIA Corporation	3.69%	80,752
7	META	Meta Platforms, Inc.	3.31%	26,140
8	AVGO	Broadcom Inc.	3.16%	35,714
9	ROP	Roper Technologies, Inc.	3.05%	34,181
10	FWONK	Formula One Group	2.88%	128,949
11	TMO	Thermo Fisher Scientific Inc.	2.65%	20,307
12	LNG	Cheniere Energy, Inc.	2.58%	43,067
13	LEN	Lennar Corporation	2.58%	137,591
14	ELAN	Elanco Animal Health Incorporated	2.44%	407,113
15	MCK	McKesson Corporation	2.41%	12,378
16	TDG	TransDigm Group Incorporated	2.32%	8,150
17	KMX	CarMax, Inc.	2.23%	171,443
18	URI	United Rentals, Inc.	2.17%	8,857
19	SPGI	S&P Global Inc.	1.96%	20,930
20	MTN	Vail Resorts, Inc.	1.95%	57,440
21	ELV	Elevance Health, Inc.	1.93%	22,627
22	CRM	Salesforce, Inc.	1.81%	43,144
23	CARG	CarGurus, Inc.	1.72%	208,941
24	VMC	Vulcan Materials Company	1.70%	27,820
25	BIT: RACE	Ferrari N.V.	1.58%	17,600

Showing 25 of 53 holdings

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As of Jul 31, 2026