PBFDX Holdings — Payson Total Return Fund

All 29 reported holdings of Payson Total Return Fund (PBFDX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp8.57%$24.33M
Alphabet Inc8.53%$24.20M
Microsoft Corp7.76%$22.01M
Apple Inc7.71%$21.88M
Broadcom Inc6.06%$17.20M
Amazon.com Inc5.52%$15.68M
Meta Platforms Inc4.55%$12.93M
JPMorgan Chase & Co4.27%$12.13M
ASML Holding NV3.44%$9.76M
AbbVie Inc3.30%$9.36M
iShares Core Dividend Growth E3.10%$8.80M
Lam Research Corp2.92%$8.30M
Caterpillar Inc2.89%$8.21M
Honeywell International Inc2.84%$8.07M
Mastercard Inc2.79%$7.92M
Thermo Fisher Scientific Inc2.37%$6.72M
TJX Cos Inc/The2.32%$6.59M
Salesforce Inc2.20%$6.24M
Hubbell Inc2.14%$6.07M
AutoZone Inc2.11%$6.00M
AMETEK Inc2.10%$5.97M
Visa Inc2.02%$5.74M
nVent Electric PLC1.97%$5.59M
Marathon Petroleum Corp1.78%$5.05M
Amgen Inc1.73%$4.91M
L3Harris Technologies Inc1.46%$4.15M
Chevron Corp1.46%$4.14M
Danaher Corp0.92%$2.61M
Accenture PLC0.78%$2.22M

PBFDX overview: performance, fees, allocation and SEC filings