SWLVX Holdings Information

SWLVX is a mutual fund with a total of 863 individual holdings. The top holdings are Amazon.com stock at 6.49%, Apple at 5.50%, Microsoft at 4.64%, Berkshire Hathaway at 2.56%, and JPMorgan Chase & Co. at 2.53%.

Total Holdings

863

Top 10 Percentage

28.64%

Asset Class

Equity

Fund Category

Large Value

Assets

1.14B

Forward PE Ratio

18.45

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AMZN	Amazon.com, Inc.	6.49%	270,648
2	AAPL	Apple Inc.	5.50%	201,700
3	MSFT	Microsoft Corporation	4.64%	113,096
4	BRK.B	Berkshire Hathaway Inc.	2.56%	56,701
5	JPM	JPMorgan Chase & Co.	2.53%	81,399
6	XOM	ExxonMobil Holdings Corporation	1.74%	126,704
7	JNJ	Johnson & Johnson	1.66%	73,350
8	CSCO	Cisco Systems, Inc.	1.23%	120,294
9	WMT	Walmart Inc.	1.20%	122,160
10	ABBV	AbbVie Inc.	1.10%	49,604
11	INTC	Intel Corporation	1.06%	133,492
12	BAC	Bank of America Corporation	1.03%	187,629
13	UNH	UnitedHealth Group Incorporated	1.01%	27,493
14	CVX	Chevron Corporation	0.98%	56,480
15	PG	The Procter & Gamble Company	0.91%	71,000
16	MRK	Merck & Co., Inc.	0.87%	75,320
17	KO	The Coca-Cola Company	0.81%	104,756
18	PM	Philip Morris International Inc.	0.80%	47,491
19	GS	The Goldman Sachs Group, Inc.	0.79%	8,782
20	RTX	RTX Corporation	0.78%	41,068
21	WFC	Wells Fargo & Company	0.71%	93,288
22	COST	Costco Wholesale Corporation	0.64%	7,604
23	MS	Morgan Stanley	0.63%	34,130
24	META	Meta Platforms, Inc.	0.60%	12,169
25	LIN	Linde plc	0.59%	14,038

Showing 25 of 863 holdings

Subscribe to see the full list

Activate Now

As of Jul 31, 2026