SWLVX Holdings Information

SWLVX is a mutual fund with a total of 865 individual holdings. The top holdings are Amazon.com stock at 6.04%, Apple at 6.01%, Microsoft at 5.19%, Berkshire Hathaway at 2.53%, and JPMorgan Chase & Co. at 2.41%.

Total Holdings

865

Top 10 Percentage

29.56%

Asset Class

Equity

Fund Category

Large Value

Assets

1.12B

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AMZN	Amazon.com, Inc.	6.04%	274,020
2	AAPL	Apple Inc.	6.01%	204,217
3	MSFT	Microsoft Corporation	5.19%	114,502
4	BRK.B	Berkshire Hathaway Inc.	2.53%	57,402
5	JPM	JPMorgan Chase & Co.	2.41%	82,417
6	XOM	ExxonMobil Holdings Corporation	1.83%	126,904
7	JNJ	Johnson & Johnson	1.74%	74,273
8	INTC	Intel Corporation	1.50%	140,832
9	ABBV	AbbVie Inc.	1.16%	50,219
10	CSCO	Cisco Systems, Inc.	1.16%	121,783
11	WMT	Walmart Inc.	1.14%	123,682
12	CVX	Chevron Corporation	1.03%	57,188
13	MRK	Merck & Co., Inc.	0.98%	76,258
14	PG	The Procter & Gamble Company	0.92%	71,879
15	UNH	UnitedHealth Group Incorporated	0.90%	27,833
16	BAC	Bank of America Corporation	0.90%	186,316
17	PM	Philip Morris International Inc.	0.81%	48,069
18	KO	The Coca-Cola Company	0.81%	106,047
19	META	Meta Platforms, Inc.	0.79%	12,321
20	GS	The Goldman Sachs Group, Inc.	0.71%	8,889
21	TMO	Thermo Fisher Scientific Inc.	0.68%	11,460
22	RTX	RTX Corporation	0.68%	41,578
23	WFC	Wells Fargo & Company	0.66%	93,308
24	COST	Costco Wholesale Corporation	0.62%	7,696
25	LIN	Linde plc	0.60%	14,214

Showing 25 of 865 holdings

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As of Sep 30, 2026