1919 Financial Services I (LMRIX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
27.56
-0.50 (-1.78%)
At close: Jul 8, 2026
LMRIX Holdings Information
LMRIX is a mutual fund with a total of 43 individual holdings. The top holdings are JPMorgan Chase & Co. stock at 10.87%, Visa Inc. at 6.68%, Bank of America at 6.32%, Chubb at 6.16%, and Berkshire Hathaway at 5.37%.
Total Holdings
43
Top 10 Percentage
56.68%
Asset Class
Equity
Fund Category
Financial
Assets
96.14M
Forward PE Ratio
13.99
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | 10.87% |
| 2 | V | Visa Inc. | 6.68% |
| 3 | BAC | Bank of America Corporation | 6.32% |
| 4 | CB | Chubb Limited | 6.16% |
| 5 | BRK.B | Berkshire Hathaway Inc. | 5.37% |
| 6 | QCRH | QCR Holdings, Inc. | 5.30% |
| 7 | ICE | Intercontinental Exchange, Inc. | 5.00% |
| 8 | FITB | Fifth Third Bancorp | 4.40% |
| 9 | CCB | Coastal Financial Corporation | 3.52% |
| 10 | SCHW | The Charles Schwab Corporation | 3.07% |
| 11 | SYBT | Stock Yards Bancorp, Inc. | 2.78% |
| 12 | PNC | The PNC Financial Services Group, Inc. | 2.58% |
| 13 | AMP | Ameriprise Financial, Inc. | 2.51% |
| 14 | BANR | Banner Corporation | 2.48% |
| 15 | SSB | SouthState Bank Corporation | 2.46% |
| 16 | BRO | Brown & Brown, Inc. | 2.41% |
| 17 | MTB | M&T Bank Corporation | 2.24% |
| 18 | SMBK | SmartFinancial, Inc. | 2.23% |
| 19 | SPGI | S&P Global Inc. | 2.01% |
| 20 | THG | The Hanover Insurance Group, Inc. | 1.98% |
| 21 | GL | Globe Life Inc. | 1.98% |
| 22 | VRSK | Verisk Analytics, Inc. | 1.89% |
| 23 | CBU | Community Financial System, Inc. | 1.70% |
| 24 | TRNO | Terreno Realty Corporation | 1.57% |
| 25 | CME | CME Group Inc. | 1.39% |
As of May 31, 2026