KCXIX Holdings Information

KCXIX is a mutual fund with a total of 2812 individual holdings. The top holdings are NVIDIA stock at 7.25%, Apple at 6.52%, Microsoft at 4.89%, Cash & Cash Equivalents at 3.84%, and Wfcbl217 Basket Swap at 3.67%.

Total Holdings

2812

Top 10 Percentage

38.17%

Asset Class

Equity

Fund Category

Large Blend

Assets

344.19M

Forward PE Ratio

19.97

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	7.25%	126,405
2	AAPL	Apple Inc.	6.52%	78,098
3	MSFT	Microsoft Corporation	4.89%	40,136
4	n/a	Cash & Cash Equivalents	3.84%	11,667,177
5	n/a	Wfcbl217 Basket Swap	3.67%	115,850
6	GOOGL	Alphabet Inc.	2.96%	31,260
7	AVGO	Broadcom Inc.	2.56%	25,154
8	GOOG	Alphabet Inc.	2.36%	25,045
9	META	Meta Platforms, Inc.	2.21%	11,759
10	TSLA	Tesla, Inc.	1.92%	15,731
11	JPM	JPMorgan Chase & Co.	1.39%	14,322
12	XOM	Exxon Mobil Corporation	1.27%	22,717
13	BRK.B	Berkshire Hathaway Inc.	1.16%	7,389
14	WMT	Walmart Inc.	0.96%	23,391
15	V	Visa Inc.	0.90%	9,065
16	COST	Costco Wholesale Corporation	0.78%	2,394
17	MA	Mastercard Incorporated	0.72%	4,407
18	NFLX	Netflix, Inc.	0.72%	22,669
19	CVX	Chevron Corporation	0.69%	10,178
20	MU	Micron Technology, Inc.	0.67%	6,069
21	PG	The Procter & Gamble Company	0.60%	12,556
22	CAT	Caterpillar Inc.	0.59%	2,526
23	AMD	Advanced Micro Devices, Inc.	0.59%	8,764
24	BAC	Bank of America Corporation	0.58%	36,303
25	HD	The Home Depot, Inc.	0.58%	5,380

Showing 25 of 2812 holdings

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As of Mar 31, 2026