FSLBX Holdings — Select Brokerage and Investment Management Portfolio

All 42 reported holdings of Select Brokerage and Investment Management Portfolio (FSLBX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Schwab Charles Corp.7.64%$71.92M
Moodys Corp.7.29%$68.62M
Apollo Global Management, Inc.5.91%$55.61M
KKR and CO INC5.88%$55.31M
Ares Management Corp.5.53%$52.04M
Intercontinental Exchange, Inc.5.02%$47.28M
Blue Owl Capital, Inc.4.63%$43.60M
Fidelity Revere Street Trust4.23%$39.81M
Robinhood Markets, Inc.3.94%$37.10M
S and P GLOBAL INC3.93%$37.02M
Interactive Brokers Group, Inc.3.69%$34.71M
Blackstone, Inc.3.66%$34.41M
Ameriprise Finl, Inc.3.51%$33.03M
Cboe Global Markets, Inc.3.37%$31.70M
Raymond James Financial Inc.2.50%$23.56M
Lpl Financial Holdings, Inc.2.47%$23.27M
NASDAQ, Inc.2.33%$21.96M
MSCI, Inc.2.33%$21.91M
Blackrock, Inc.2.31%$21.78M
Cme Group, Inc.2.29%$21.53M
Carlyle Group Inc/the2.24%$21.03M
Coinbase Global, Inc.2.05%$19.28M
Bgc Group, Inc.1.87%$17.62M
Evercore, Inc.1.79%$16.87M
Tradeweb Markets, Inc.1.40%$13.17M
Jefferies Financial Group, Inc.1.34%$12.62M
Tpg, Inc.1.27%$12.00M
Brookfield Asset Management Ltd.1.15%$10.87M
Sei Investments Co.1.14%$10.74M
Icg PLC1.13%$10.66M
Pjt Partners, Inc.1.09%$10.29M
Houlihan Lokey0.99%$9.34M
Marketaxess Holdings, Inc.0.98%$9.18M
Stepstone Group, Inc.0.89%$8.40M
MOELIS and CO0.68%$6.37M
Patria Investments Ltd.0.60%$5.63M
Galaxy Digital, Inc.0.55%$5.20M
Cvc Capital Partners PLC0.16%$1.54M
Ridgepost Capital, Inc.0.15%$1.44M
Eqt Ab0.11%$1.02M
Fidelity Revere Street Trust0.08%$786.63K
Open Lending Corp.0.04%$390.56K

FSLBX overview: performance, fees, allocation and SEC filings