SUVCX Holdings Information

SUVCX is a mutual fund with a total of 276 individual holdings. The top holdings are Apple stock at 5.62%, Amazon.com at 4.93%, Microsoft at 2.88%, Johnson & Johnson at 2.70%, and Berkshire Hathaway at 1.76%.

Total Holdings

276

Top 10 Percentage

24.73%

Asset Class

Equity

Fund Category

Large Value

Assets

260.18M

Forward PE Ratio

14.02

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AAPL	Apple Inc.	5.62%	50,540
2	AMZN	Amazon.com, Inc.	4.93%	53,800
3	MSFT	Microsoft Corporation	2.88%	20,120
4	JNJ	Johnson & Johnson	2.70%	27,620
5	BRK.B	Berkshire Hathaway Inc.	1.76%	9,158
6	JPM	JPMorgan Chase & Co.	1.55%	12,304
7	INTC	Intel Corporation	1.49%	27,800
8	MO	Altria Group, Inc.	1.30%	47,100
9	CSCO	Cisco Systems, Inc.	1.25%	27,700
10	ADI	Analog Devices, Inc.	1.24%	8,140
11	JCI	Johnson Controls International plc	1.21%	21,500
12	DUK	Duke Energy Corporation	1.20%	24,700
13	GS	The Goldman Sachs Group, Inc.	1.19%	3,070
14	ALL	The Allstate Corporation	1.16%	12,700
15	GD	General Dynamics Corporation	1.15%	8,440
16	T	AT&T Inc.	1.15%	144,400
17	SCHW	The Charles Schwab Corporation	1.11%	31,200
18	UNH	UnitedHealth Group Incorporated	1.11%	6,920
19	BNY	The Bank of New York Mellon Corporation	1.09%	19,610
20	VZ	Verizon Communications Inc.	1.08%	66,416
21	ABBV	AbbVie Inc.	1.06%	11,000
22	MRK	Merck & Co., Inc.	1.04%	21,100
23	BMY	Bristol-Myers Squibb Company	1.01%	45,700
24	MS	Morgan Stanley	1.01%	12,562
25	4XOM	ExxonMobil Holdings Corp	0.99%	18,871

Showing 25 of 276 holdings

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As of Jun 30, 2026