POLIX Holdings Information

POLIX is a mutual fund with a total of 28 individual holdings. The top holdings are Microsoft stock at 7.25%, Eli Lilly and Company at 6.43%, Broadcom at 6.26%, Oracle at 5.73%, and Amazon.com at 5.59%.

Total Holdings

Top 10 Percentage

57.07%

Asset Class

Equity

Fund Category

Large Growth

Assets

2.27B

Forward PE Ratio

26.96

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	7.25%	444,928
2	LLY	Eli Lilly and Company	6.43%	158,713
3	AVGO	Broadcom Inc.	6.26%	459,078
4	ORCL	Oracle Corporation	5.73%	884,429
5	AMZN	Amazon.com, Inc.	5.59%	609,138
6	GOOG	Alphabet Inc.	5.55%	439,560
7	NOW	ServiceNow, Inc.	5.27%	1,145,019
8	MA	Mastercard Incorporated	5.17%	234,839
9	V	Visa Inc.	4.91%	368,784
10	NVDA	NVIDIA Corporation	4.90%	638,424
11	SHOP	Shopify Inc.	4.87%	932,198
12	CSGP	CoStar Group, Inc.	3.99%	2,242,616
13	MSCI	MSCI Inc.	3.77%	158,713
14	ZTS	Zoetis Inc.	3.39%	651,766
15	SBUX	Starbucks Corporation	3.38%	857,448
16	AON	Aon plc	3.01%	211,882
17	IDXX	IDEXX Laboratories, Inc.	2.73%	110,476
18	ISRG	Intuitive Surgical, Inc.	2.44%	120,225
19	ABNB	Airbnb, Inc.	2.31%	414,638
20	SNPS	Synopsys, Inc.	2.25%	128,954
21	LRCX	Lam Research Corporation	2.01%	213,866
22	META	Meta Platforms, Inc.	1.99%	78,960
23	ACN	Accenture plc	1.88%	215,383
24	VUG	Vanguard Growth ETF	1.64%	85,000
25	UBER	Uber Technologies, Inc.	1.54%	484,869

Showing 25 of 28 holdings

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As of Mar 31, 2026