SWLVX Holdings Information

SWLVX is a mutual fund with a total of 861 individual holdings. The top holdings are Berkshire Hathaway stock at 2.81%, JPMorgan Chase & Co. at 2.64%, Alphabet at 2.21%, Amazon.com at 2.00%, and Exxon Mobil at 1.90%.

Total Holdings

861

Top 10 Percentage

19.20%

Asset Class

Equity

Fund Category

Large Value

Assets

990.75M

Forward PE Ratio

17.02

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	BRK.B	Berkshire Hathaway Inc.	2.81%	58,200
2	JPM	JPMorgan Chase & Co.	2.64%	85,722
3	GOOGL	Alphabet Inc.	2.21%	65,105
4	AMZN	Amazon.com, Inc.	2.00%	83,219
5	XOM	Exxon Mobil Corporation	1.90%	133,314
6	GOOG	Alphabet Inc.	1.81%	53,012
7	JNJ	Johnson & Johnson	1.74%	75,936
8	WMT	Walmart Inc.	1.48%	123,570
9	MU	Micron Technology, Inc.	1.47%	35,257
10	PG	The Procter & Gamble Company	1.13%	74,119
11	CVX	Chevron Corporation	1.05%	59,118
12	BAC	Bank of America Corporation	1.03%	193,155
13	CSCO	Cisco Systems, Inc.	0.99%	125,596
14	IBM	International Business Machines Corporation	0.91%	29,359
15	WFC	Wells Fargo & Company	0.90%	99,194
16	PM	Philip Morris International Inc.	0.89%	49,163
17	META	Meta Platforms, Inc.	0.89%	12,288
18	MRK	Merck & Co., Inc.	0.88%	79,507
19	RTX	RTX Corporation	0.85%	42,217
20	CAT	Caterpillar Inc.	0.85%	12,813
21	UNH	UnitedHealth Group Incorporated	0.83%	28,714
22	GS	The Goldman Sachs Group, Inc.	0.83%	8,773
23	TMO	Thermo Fisher Scientific Inc.	0.69%	11,916
24	LIN	Linde plc	0.68%	14,818
25	MCD	McDonald's Corporation	0.67%	21,282

Showing 25 of 861 holdings

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As of Jan 31, 2026