JADIX Holdings — Fundamental Large Cap Value Trust

All 59 reported holdings of Fundamental Large Cap Value Trust (JADIX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Jh Collateral6.41%$51.77M
Cheniere Energy Inc.5.68%$45.87M
Elanco Animal Health Incorporated3.71%$29.95M
Alphabet Inc.3.63%$29.30M
Nasdaq Inc.3.35%$27.06M
Elevance Health Inc.3.10%$25.07M
GSK plc2.95%$23.85M
Crown Castle Inc.2.76%$22.31M
Microsoft Corporation2.65%$21.43M
Walmart Inc.2.52%$20.39M
Comcast Corporation2.47%$19.98M
L3Harris Technologies Inc.2.38%$19.21M
KKR and Co. Inc.2.35%$19.00M
Suncor Energy Inc.2.32%$18.74M
Lennar Corporation2.29%$18.52M
Fortive Corporation2.26%$18.26M
United Rentals Inc.2.23%$18.02M
Parker-Hannifin Corporation1.99%$16.11M
Amazon.com Inc.1.99%$16.06M
Samsung Electronics Co. Ltd.1.91%$15.44M
Meta Platforms Inc.1.85%$14.97M
Citigroup Inc.1.73%$14.02M
Chevron Corporation1.64%$13.23M
Salesforce Inc.1.63%$13.17M
Vail Resorts Inc.1.53%$12.37M
Bank of America Corporation1.50%$12.13M
FedEx Corporation1.38%$11.15M
Taiwan Semiconductor Manufacturing Company Limited1.32%$10.64M
Post Holdings Inc.1.29%$10.39M
LyondellBasell Industries N.V.1.28%$10.34M
Morgan Stanley1.24%$9.99M
Gilead Sciences Inc.1.17%$9.43M
Wells Fargo and Company1.16%$9.40M
Vontier Corporation1.16%$9.37M
Oracle Corporation1.16%$9.34M
State Street Corporation1.14%$9.23M
Zimmer Biomet Holdings Inc.1.05%$8.52M
IQVIA Holdings Inc.1.03%$8.33M
Merck and Co. Inc.1.03%$8.32M
LVMH Moet Hennessy Louis Vuitton1.01%$8.19M
CarMax Inc.1.00%$8.06M
Haleon plc0.99%$8.01M
Danone0.99%$7.99M
JPMorgan Chase and Co.0.95%$7.65M
Heineken Holding N.V.0.94%$7.61M
Adobe Inc.0.92%$7.44M
Danaher Corporation0.92%$7.42M
Anheuser-Busch InBev SA/NV0.92%$7.40M
Sodexo S.A.0.83%$6.70M
Airbus SE0.83%$6.68M
Analog Devices Inc.0.75%$6.07M
PepsiCo Inc.0.74%$5.95M
Novartis AG0.70%$5.67M
Cognizant Technology Solutions Corporation0.66%$5.32M
American Express Company0.60%$4.86M
RTX Corporation0.54%$4.36M
Charter Communications Inc.0.48%$3.85M
Moderna Inc.0.47%$3.80M
Mobileye Global Inc.0.40%$3.27M

JADIX overview: performance, fees, allocation and SEC filings