SWLVX Holdings Information

SWLVX is a mutual fund with a total of 857 individual holdings. The top holdings are Berkshire Hathaway stock at 2.65%, JPMorgan Chase & Co. at 2.58%, Alphabet at 2.40%, Amazon.com at 2.12%, and Exxon Mobil at 1.97%.

Total Holdings

857

Top 10 Percentage

19.91%

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	BRK.B	Berkshire Hathaway Inc.	2.65%	60,076
2	JPM	JPMorgan Chase & Co.	2.58%	88,485
3	GOOGL	Alphabet Inc.	2.40%	67,204
4	AMZN	Amazon.com, Inc.	2.12%	85,901
5	XOM	Exxon Mobil Corporation	1.97%	137,610
6	GOOG	Alphabet Inc.	1.94%	54,720
7	MU	Micron Technology, Inc.	1.75%	36,394
8	JNJ	Johnson & Johnson	1.67%	78,383
9	WMT	Walmart Inc.	1.56%	127,552
10	INTC	Intel Corporation	1.26%	143,726
11	CSCO	Cisco Systems, Inc.	1.10%	129,644
12	CVX	Chevron Corporation	1.10%	61,023
13	CAT	Caterpillar Inc.	1.09%	13,225
14	PG	The Procter & Gamble Company	1.05%	76,507
15	UNH	UnitedHealth Group Incorporated	1.02%	29,640
16	BAC	Bank of America Corporation	0.98%	196,922
17	MRK	Merck & Co., Inc.	0.82%	80,949
18	PM	Philip Morris International Inc.	0.78%	50,747
19	GS	The Goldman Sachs Group, Inc.	0.78%	9,056
20	WFC	Wells Fargo & Company	0.77%	100,875
21	META	Meta Platforms, Inc.	0.72%	12,684
22	AMD	Advanced Micro Devices, Inc.	0.72%	21,772
23	RTX	RTX Corporation	0.71%	43,578
24	LIN	Linde plc	0.71%	15,296
25	AMAT	Applied Materials, Inc.	0.68%	18,510

Showing 25 of 857 holdings

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As of Apr 30, 2026