SVBCX Holdings Information

SVBCX is a mutual fund with a total of 1095 individual holdings. The top holdings are Microsoft at 4.84%, Alphabet at 4.30%, Amazon.com at 3.65%, Broadcom at 2.90%, and JPMorgan Chase & Co. at 2.44%.

Total Holdings

1095

Top 10 Percentage

26.26%

Asset Class

n/a

Fund Category

Allocation--50% to 70% Equity

Assets

6.38B

Forward PE Ratio

21.44

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	4.84%	621,212
2	GOOGL	Alphabet Inc.	4.30%	848,484
3	AMZN	Amazon.com, Inc.	3.65%	989,314
4	AVGO	Broadcom Inc.	2.90%	454,977
5	JPM	JPMorgan Chase & Co.	2.44%	491,717
6	WMT	Walmart Inc.	1.95%	1,114,247
7	LLY	Eli Lilly and Company	1.61%	94,337
8	NVDA	NVIDIA Corporation	1.56%	558,320
9	T.4.75 08.15.55	United States Treasury Bonds 4.75%	1.52%	94,607,000
10	FCX	Freeport-McMoRan Inc.	1.50%	2,200,781
11	BRK.B	Berkshire Hathaway Inc.	1.49%	183,702
12	EQT	EQT Corporation	1.29%	1,334,658
13	AMAT	Applied Materials, Inc.	1.28%	321,511
14	MRVL	Marvell Technology, Inc.	1.18%	833,696
15	MDT	Medtronic plc	1.16%	697,153
16	SWX: GALD	Galderma Group AG	1.06%	335,321
17	EPA: SU	Schneider Electric S.E.	1.04%	243,756
18	PG	The Procter & Gamble Company	1.03%	439,683
19	ANET	Arista Networks, Inc.	1.03%	497,158
20	VLO	Valero Energy Corporation	1.02%	363,338
21	LIN	Linde plc	0.99%	152,147
22	CMI	Cummins Inc.	0.98%	124,030
23	T.4.875 08.15.45	United States Treasury Bonds 4.875%	0.94%	57,862,000
24	BURL	Burlington Stores, Inc.	0.87%	218,730
25	MU	Micron Technology, Inc.	0.84%	224,051

Showing 25 of 1095 holdings

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As of Nov 30, 2025