UDPIX Holdings Information

UDPIX is a mutual fund with a total of 44 individual holdings. The top holdings are The Goldman Sachs Group stock at 7.60%, HSBC SECURITIES (USA), INC. 4.02 , 11/03/2025 at 7.27%, SOCIETE' GENERALE 3.9 , 11/03/2025 at 6.66%, Caterpillar at 5.56%, and Microsoft at 4.99%.

Total Holdings

Top 10 Percentage

49.69%

Asset Class

Equity

Fund Category

Trading--Leveraged Equity

Assets

42.47M

Forward PE Ratio

20.32

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	GS	The Goldman Sachs Group, Inc.	7.60%	4,055
2	n/a	HSBC SECURITIES (USA), INC. 4.02 , 11/03/2025	7.27%	3,062,000
3	n/a	SOCIETE' GENERALE 3.9 , 11/03/2025	6.66%	2,803,000
4	CAT	Caterpillar Inc.	5.56%	4,055
5	MSFT	Microsoft Corporation	4.99%	4,055
6	HD	The Home Depot, Inc.	3.65%	4,055
7	n/a	CREDIT AGRICOLE CIB NY 3.9 , 11/03/2025	3.58%	1,509,000
8	n/a	NATWEST MARKETS PLC TM 4 , 11/03/2025	3.58%	1,509,000
9	AXP	American Express Company	3.47%	4,054
10	SHW	The Sherwin-Williams Company	3.32%	4,055
11	UNH	UnitedHealth Group Incorporated	3.29%	4,055
12	V	Visa Inc.	3.28%	4,055
13	JPM	JPMorgan Chase & Co.	2.99%	4,051
14	IBM	International Business Machines Corporation	2.96%	4,051
15	MCD	McDonald's Corporation	2.87%	4,055
16	AMGN	Amgen Inc.	2.87%	4,055
17	AAPL	Apple Inc.	2.60%	4,050
18	TRV	The Travelers Companies, Inc.	2.58%	4,051
19	CRM	Salesforce, Inc.	2.51%	4,052
20	AMZN	Amazon.com, Inc.	2.35%	4,050
21	n/a	ROYAL BANK OF CANADA 3.87 , 11/03/2025	2.05%	862,000
22	NVDA	NVIDIA Corporation	1.95%	4,051
23	HON	Honeywell International Inc.	1.94%	4,049
24	n/a	UMB FINANCIAL CORP. 3.82 , 11/03/2025	1.94%	815,000
25	BA	The Boeing Company	1.93%	4,050

Showing 25 of 44 holdings

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As of Oct 31, 2025