UDPIX Holdings Information

UDPIX is a mutual fund with a total of 42 individual holdings.

Total Holdings

Top 10 Percentage

53.07%

Asset Class

Equity

Fund Category

Trading--Leveraged Equity

Assets

43.33M

Forward PE Ratio

20.86

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	GS	The Goldman Sachs Group, Inc.	8.01%	3,961
2	n/a	HSBC SECURITIES (USA), INC. B 3.5 , 5/01/2026	7.98%	3,642,000
3	CAT	Caterpillar Inc.	7.72%	3,961
4	n/a	SOCIETE' GENERALE 3.52 , 5/01/2026	6.78%	3,096,000
5	n/a	CF Secured 3.52 , 5/01/2026	5.98%	2,731,000
6	n/a	NATWEST MARKETS PLC 3.51 , 5/01/2026	3.99%	1,820,000
7	MSFT	Microsoft Corporation	3.54%	3,961
8	UNH	UnitedHealth Group Incorporated	3.21%	3,961
9	AMGN	Amgen Inc.	3.00%	3,961
10	V	Visa Inc.	2.86%	3,961
11	HD	The Home Depot, Inc.	2.85%	3,961
12	AXP	American Express Company	2.80%	3,960
13	SHW	The Sherwin-Williams Company	2.79%	3,961
14	JPM	JPMorgan Chase & Co.	2.71%	3,957
15	TRV	The Travelers Companies, Inc.	2.64%	3,957
16	MCD	McDonald's Corporation	2.55%	3,961
17	AAPL	Apple Inc.	2.35%	3,956
18	AMZN	Amazon.com, Inc.	2.30%	3,957
19	IBM	International Business Machines Corporation	2.00%	3,958
20	n/a	UMB FINANCIAL CORP. 3.37 , 5/01/2026	2.00%	913,000
21	JNJ	Johnson & Johnson	1.99%	3,958
22	BA	The Boeing Company	1.98%	3,957
23	HON	Honeywell International Inc.	1.86%	3,956
24	NVDA	NVIDIA Corporation	1.73%	3,958
25	CVX	Chevron Corporation	1.68%	3,958

Showing 25 of 42 holdings

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As of Apr 30, 2026