ESGIX Holdings — Dana Epiphany Equity Fund

All 48 reported holdings of Dana Epiphany Equity Fund (ESGIX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp.7.52%$5.81M
Apple, Inc.6.19%$4.78M
Alphabet, Inc.5.68%$4.39M
Microsoft Corp.4.70%$3.63M
Amazon.com, Inc.4.05%$3.13M
Broadcom, Inc.3.08%$2.38M
Nxp Semiconductors NV2.74%$2.11M
Vertiv Holdings Company2.30%$1.77M
Cisco Systems, Inc.2.25%$1.74M
Lam Research Corp.2.24%$1.73M
Bank Of New York Mellon Corp. (the)2.21%$1.71M
Crh PLC2.13%$1.65M
Meta Platforms, Inc.1.98%$1.53M
Johnson Controls International PLC1.95%$1.50M
Slb Ltd.1.93%$1.49M
American Tower Corp.1.92%$1.48M
Oracle Corp.1.90%$1.47M
Cigna Group (the)1.88%$1.45M
Diamondback Energy, Inc.1.84%$1.42M
Visa, Inc.1.77%$1.37M
Bank Of America Corp.1.76%$1.36M
Tapestry, Inc.1.74%$1.35M
Ferguson Enterprises, Inc.1.70%$1.31M
Pepsico, Inc.1.69%$1.30M
Howmet Aerospace, Inc.1.67%$1.29M
Jp Morgan Chase & Company1.66%$1.28M
Steris PLC1.66%$1.28M
Charles Schwab Corp. (the)1.65%$1.27M
Accenture PLC1.64%$1.27M
Sysco Corp.1.64%$1.26M
Allstate Corp. (the)1.63%$1.26M
Iqvia Holdings, Inc.1.60%$1.24M
Resmed, Inc.1.55%$1.20M
At&t, Inc.1.52%$1.18M
American Express Company1.51%$1.16M
Zoetis, Inc.1.46%$1.13M
Kimberly Clark Corp.1.45%$1.12M
Delta Air Lines, Inc.1.45%$1.12M
Autoliv, Inc.1.38%$1.07M
Portland General Electric Company1.22%$941.34K
Warner Music Group Corp.1.19%$918.77K
Servicenow, Inc.1.18%$909.59K
Ppl Corp.1.16%$898.56K
Genuine Parts Company1.11%$857.84K
Aramark1.07%$822.42K
Pultegroup, Inc.0.95%$734.16K
Fidelity Colchester Street Trust0.91%$699.37K
Alphabet, Inc.0.59%$458.33K

ESGIX overview: performance, fees, allocation and SEC filings