SWLVX Holdings Information

SWLVX is a mutual fund with a total of 856 individual holdings. The top holdings are Micron Technology stock at 3.20%, Berkshire Hathaway at 2.58%, JPMorgan Chase & Co. at 2.40%, Alphabet at 2.32%, and Amazon.com at 2.11%.

Total Holdings

856

Top 10 Percentage

20.80%

Asset Class

Equity

Fund Category

Large Value

Assets

1.04B

Forward PE Ratio

17.79

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	MU	Micron Technology, Inc.	3.20%	34,342
2	BRK.B	Berkshire Hathaway Inc.	2.58%	56,690
3	JPM	JPMorgan Chase & Co.	2.40%	83,497
4	GOOGL	Alphabet Inc.	2.32%	63,416
5	AMZN	Amazon.com, Inc.	2.11%	81,059
6	GOOG	Alphabet Inc.	1.87%	51,636
7	XOM	Exxon Mobil Corporation	1.81%	129,853
8	JNJ	Johnson & Johnson	1.60%	73,965
9	INTC	Intel Corporation	1.49%	135,624
10	CSCO	Cisco Systems, Inc.	1.42%	122,336
11	WMT	Walmart Inc.	1.34%	120,362
12	CAT	Caterpillar Inc.	1.05%	12,480
13	UNH	UnitedHealth Group Incorporated	1.02%	27,969
14	AMD	Advanced Micro Devices, Inc.	1.02%	20,544
15	CVX	Chevron Corporation	1.01%	57,583
16	PG	The Procter & Gamble Company	1.00%	72,195
17	BAC	Bank of America Corporation	0.92%	185,821
18	MRK	Merck & Co., Inc.	0.87%	76,385
19	GS	The Goldman Sachs Group, Inc.	0.84%	8,546
20	IBM	International Business Machines Corporation	0.82%	28,597
21	PM	Philip Morris International Inc.	0.82%	47,887
22	AMAT	Applied Materials, Inc.	0.76%	17,467
23	META	Meta Platforms, Inc.	0.73%	11,969
24	SNDK	Sandisk Corporation	0.72%	4,396
25	RTX	RTX Corporation	0.71%	41,122

Showing 25 of 856 holdings

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As of May 31, 2026