SUVZX Holdings Information

SUVZX is a mutual fund with a total of 279 individual holdings. The top holdings are Amazon.com stock at 5.94%, Apple at 5.80%, Microsoft at 4.14%, Johnson & Johnson at 2.58%, and Berkshire Hathaway at 1.66%.

Total Holdings

279

Top 10 Percentage

26.66%

Asset Class

Equity

Fund Category

Large Value

Assets

269.23M

Forward PE Ratio

14.79

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AMZN	Amazon.com, Inc.	5.94%	58,900
2	AAPL	Apple Inc.	5.80%	50,540
3	MSFT	Microsoft Corporation	4.14%	24,000
4	JNJ	Johnson & Johnson	2.58%	27,120
5	BRK.B	Berkshire Hathaway Inc.	1.66%	8,718
6	JPM	JPMorgan Chase & Co.	1.61%	12,304
7	ABBV	AbbVie Inc.	1.27%	13,600
8	T	AT&T Inc.	1.24%	144,100
9	SCHW	The Charles Schwab Corporation	1.22%	31,200
10	GD	General Dynamics Corporation	1.20%	8,440
11	MO	Altria Group, Inc.	1.20%	47,100
12	UNH	UnitedHealth Group Incorporated	1.18%	7,680
13	ALL	The Allstate Corporation	1.17%	11,900
14	DUK	Duke Energy Corporation	1.15%	24,700
15	BNY	The Bank of New York Mellon Corporation	1.14%	19,610
16	JCI	Johnson Controls International plc	1.13%	20,700
17	BMY	Bristol-Myers Squibb Company	1.11%	45,700
18	GS	The Goldman Sachs Group, Inc.	1.10%	2,910
19	CSCO	Cisco Systems, Inc.	1.09%	25,400
20	XOM	ExxonMobil Holdings Corporation	1.09%	18,871
21	ADI	Analog Devices, Inc.	1.00%	7,340
22	AIG	American International Group, Inc.	0.98%	33,600
23	VICI	VICI Properties Inc.	0.97%	99,200
24	HST	Host Hotels & Resorts, Inc.	0.95%	101,700
25	CCK	Crown Holdings, Inc.	0.92%	21,100

Showing 25 of 279 holdings

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As of Jul 31, 2026