OILVX Holdings — Optimum Large Cap Value Fund

All 125 reported holdings of Optimum Large Cap Value Fund (OILVX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Amazon.com, Inc.5.31%$99.33M
Jp Morgan Chase & Company4.02%$75.17M
Apple, Inc.3.46%$64.77M
Microsoft Corp.3.35%$62.68M
Rtx Corp.2.20%$41.15M
Exxonmobil Holdings Corp.2.06%$38.62M
Travelers Companies, Inc. (the)1.68%$31.49M
Kla Corp.1.53%$28.63M
Cisco Systems, Inc.1.52%$28.48M
Duke Energy Corp.1.43%$26.84M
Boeing Company (the)1.43%$26.71M
Blackrock, Inc.1.40%$26.25M
Wells Fargo & Company1.39%$26.10M
Lowe's Companies, Inc.1.39%$26.06M
American Express Company1.37%$25.56M
Conocophillips1.35%$25.26M
Johnson & Johnson1.25%$23.48M
Abbott Laboratories1.23%$23.05M
Alphabet, Inc.1.23%$22.98M
Prologis, Inc.1.22%$22.86M
Parker-Hannifin Corp.1.20%$22.46M
Cigna Group (the)1.20%$22.38M
Abbvie, Inc.1.19%$22.24M
Linde PLC1.13%$21.06M
Bank Of America Corp.1.08%$20.26M
Morgan Stanley1.05%$19.69M
Analog Devices, Inc.1.05%$19.67M
Pepsico, Inc.1.02%$19.14M
Mckesson Corp.1.00%$18.72M
Merck & Company, Inc.0.97%$18.13M
Progressive Corp. (the)0.95%$17.85M
Delta Air Lines, Inc.0.95%$17.80M
Nextera Energy, Inc.0.95%$17.71M
Goldman Sachs Group, Inc. (the)0.91%$17.03M
Rockwell Automation, Inc.0.89%$16.67M
Berkshire Hathaway, Inc.0.88%$16.40M
Csx Corp.0.87%$16.33M
Citigroup, Inc.0.84%$15.76M
Quanta Services, Inc.0.84%$15.66M
Eog Resources, Inc.0.81%$15.23M
Union Pacific Corp.0.81%$15.16M
Chubb Ltd. (switzerland)0.80%$15.01M
Unitedhealth Group, Inc.0.79%$14.77M
Marriott International, Inc.0.79%$14.70M
Hartford Insurance Group, Inc. (the)0.78%$14.68M
Tjx Companies, Inc. (the)0.78%$14.57M
Walt Disney Company (the)0.78%$14.53M
Micron Technology, Inc.0.76%$14.19M
NASDAQ, Inc.0.75%$14.08M
Gilead Sciences, Inc.0.75%$14.06M
General Dynamics Corp.0.72%$13.42M
Nxp Semiconductors NV0.71%$13.37M
Texas Instruments, Inc.0.70%$13.07M
Martin Marietta Materials, Inc.0.69%$12.98M
Marsh & Mclennan Companies, Inc.0.68%$12.74M
Charles Schwab Corp. (the)0.68%$12.73M
Dominion Energy, Inc.0.68%$12.68M
Aon PLC0.68%$12.66M
Pnc Financial Services Group, Inc. (the)0.65%$12.09M
Southern Company (the)0.63%$11.76M
Freeport-Mcmoran, Inc.0.62%$11.68M
Slb Ltd.0.62%$11.62M
Broadcom, Inc.0.61%$11.51M
Meta Platforms, Inc.0.61%$11.50M
Eaton Corp. PLC0.59%$11.13M
Thermo Fisher Scientific, Inc.0.59%$11.03M
Xcel Energy, Inc.0.58%$10.91M
General Motors Company0.58%$10.89M
Carrier Global Corp.0.58%$10.89M
Chevron Corp.0.57%$10.72M
Intercontinental Exchange, Inc.0.55%$10.35M
Paccar, Inc.0.55%$10.31M
Motorola Solutions, Inc.0.55%$10.30M
Mondelez International, Inc.0.55%$10.29M
Darden Restaurants, Inc.0.53%$9.96M
Cencora, Inc.0.52%$9.72M
Procter & Gamble Company (the)0.50%$9.41M
Pg&e Corp.0.50%$9.36M
Kkr & Co., Inc.0.50%$9.35M
Textron, Inc.0.49%$9.19M
Public Storage0.48%$9.05M
Fox Corp.0.48%$8.94M
Honeywell International, Inc.0.48%$8.90M
Honeywell Aerospace, Inc.0.47%$8.78M
Humana, Inc.0.47%$8.73M
Amgen, Inc.0.47%$8.72M
Owens Corning0.46%$8.58M
Illinois Tool Works, Inc.0.46%$8.58M
Otis Worldwide Corp.0.45%$8.50M
Elevance Health, Inc.0.45%$8.49M
Caterpillar, Inc.0.44%$8.32M
Crh PLC0.44%$8.25M
Qnity Electronics, Inc.0.44%$8.15M
Kimberly Clark Corp.0.41%$7.60M
Verizon Communications, Inc.0.40%$7.50M
State Street Corp.0.40%$7.43M
American Tower Corp.0.39%$7.23M
Philip Morris International, Inc.0.37%$7.01M
Equifax, Inc.0.37%$6.84M
Northrop Grumman Corp.0.36%$6.77M
Becton Dickinson & Company0.35%$6.54M
Constellation Energy Corp.0.34%$6.41M
Coca-Cola Europacific Partners PLC0.31%$5.77M
Pfizer, Inc.0.31%$5.72M
On Semiconductor Corp.0.30%$5.69M
W.w. Grainger, Inc.0.28%$5.32M
Comcast Corp.0.28%$5.22M
Expand Energy Corp.0.28%$5.18M
Fidelity Colchester Street Trust0.27%$5.14M
Morgan Stanley Institutional Liquidity Funds0.27%$5.14M
Blackrock Liquidity Funds0.27%$5.14M
Goldman Sachs Trust0.27%$5.14M
Dupont De Nemours, Inc.0.24%$4.51M
Seagate Technology Holdings PLC0.24%$4.45M
Equity Lifestyle Properties, Inc.0.24%$4.43M
American Electric Power Company, Inc.0.23%$4.35M
Reckitt Benckiser Group PLC0.22%$4.15M
Medline, Inc.0.22%$4.09M
Truist Financial Corp.0.20%$3.66M
Salesforce, Inc.0.18%$3.32M
Ares Management Corp.0.16%$2.96M
Trane Technologies PLC0.14%$2.66M
Oracle Corp.0.12%$2.22M
Kenvue, Inc.0.11%$2.13M
Accenture PLC0.06%$1.07M

OILVX overview: performance, fees, allocation and SEC filings