SUWAX Holdings Information

SUWAX is a mutual fund with a total of 95 individual holdings. The top holdings are Apple stock at 9.04%, Microsoft at 8.29%, NVIDIA at 6.45%, Alphabet at 5.64%, and Amazon.com at 3.90%.

Total Holdings

Top 10 Percentage

44.89%

Asset Class

Equity

Fund Category

Large Blend

Assets

4.73B

Forward PE Ratio

20.74

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AAPL	Apple Inc.	9.04%	1,563,581
2	MSFT	Microsoft Corporation	8.29%	806,209
3	NVDA	NVIDIA Corporation	6.45%	1,627,228
4	GOOG	Alphabet Inc.	5.64%	846,178
5	AMZN	Amazon.com, Inc.	3.90%	794,578
6	JPM	JPMorgan Chase & Co.	3.15%	459,303
7	META	Meta Platforms, Inc.	2.40%	171,022
8	V	Visa Inc.	2.07%	278,020
9	ABBV	AbbVie Inc.	2.02%	415,233
10	WMT	Walmart Inc.	1.94%	818,151
11	AVGO	Broadcom Inc.	1.87%	254,795
12	WFC	Wells Fargo & Company	1.66%	836,528
13	TSLA	Tesla, Inc.	1.56%	163,548
14	PHM	PulteGroup, Inc.	1.47%	590,127
15	ORCL	Oracle Corporation	1.46%	351,612
16	AMGN	Amgen Inc.	1.36%	195,862
17	MU	Micron Technology, Inc.	1.35%	222,698
18	NRG	NRG Energy, Inc.	1.21%	358,541
19	AMP	Ameriprise Financial, Inc.	1.14%	109,307
20	AMD	Advanced Micro Devices, Inc.	1.10%	241,368
21	GM	General Motors Company	1.05%	605,893
22	CBOE	Cboe Global Markets, Inc.	1.01%	189,025
23	CAT	Caterpillar Inc.	0.96%	79,030
24	REGN	Regeneron Pharmaceuticals, Inc.	0.95%	57,976
25	RTX	RTX Corporation	0.92%	236,190

Showing 25 of 95 holdings

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As of Dec 31, 2025