SPMAX Holdings Information

SPMAX is a mutual fund with a total of 60 individual holdings. The top holdings are Evergy stock at 3.55%, Alliant Energy at 3.42%, CMS Energy at 3.40%, WEC Energy Group at 3.38%, and BNY Dreyfus Instl Pref Govt MMkt Instl at 3.36%.

Total Holdings

Top 10 Percentage

31.46%

Asset Class

Equity

Fund Category

Mid-Cap Blend

Assets

10.22M

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	EVRG	Evergy, Inc.	3.55%	4,640
2	LNT	Alliant Energy Corporation	3.42%	5,240
3	CMS	CMS Energy Corporation	3.40%	5,125
4	WEC	WEC Energy Group, Inc.	3.38%	3,355
5	DSVXX	BNY Dreyfus Instl Pref Govt MMkt Instl	3.36%	364,867
6	BKR	Baker Hughes Company	3.12%	5,590
7	AZO	AutoZone, Inc.	2.92%	105
8	RCL	Royal Caribbean Cruises Ltd.	2.89%	985
9	CCL	Carnival Corporation Ltd.	2.76%	10,775
10	BURL	Burlington Stores, Inc.	2.65%	780
11	MPWR	Monolithic Power Systems, Inc.	2.59%	197
12	HPE	Hewlett Packard Enterprise Company	2.58%	5,835
13	OKTA	Okta, Inc.	2.56%	1,960
14	VMC	Vulcan Materials Company	2.51%	1,015
15	SLB	SLB N.V.	2.49%	5,450
16	RRX	Regal Rexnord Corporation	2.30%	1,215
17	FLS	Flowserve Corporation	2.23%	3,180
18	ROAD	Construction Partners, Inc.	2.15%	2,260
19	VMI	Valmont Industries, Inc.	2.02%	455
20	WAT	Waters Corporation	2.00%	575
21	FTI	TechnipFMC plc	1.99%	3,005
22	HUBB	Hubbell Incorporated	1.96%	450
23	SN	SharkNinja, Inc.	1.92%	1,290
24	SANM	Sanmina Corporation	1.89%	1,105
25	CR	Crane Company	1.76%	895

Showing 25 of 60 holdings

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As of Jul 31, 2026