USISX Holdings — Income Stock Fund

All 144 reported holdings of Income Stock Fund (USISX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
JPMorgan Chase & Co.3.92%$105.09M
Valero Energy Corporation2.09%$55.99M
Altria Group, Inc.2.08%$55.85M
Eog Resources, Inc.2.02%$54.08M
Cisco Systems, Inc.1.97%$52.90M
Merck & Co., Inc.1.85%$49.53M
Johnson & Johnson1.81%$48.44M
Qualcomm Incorporated1.63%$43.71M
Automatic Data Processing, Inc.1.56%$41.86M
Marathon Petroleum Corporation1.54%$41.39M
Lockheed Martin Corporation1.48%$39.72M
The Pnc Financial Services Group, Inc.1.47%$39.34M
Comcast Corporation1.47%$39.34M
Edison International1.40%$37.41M
Bristol-Myers Squibb Company1.37%$36.85M
The Procter & Gamble Company1.37%$36.63M
Accenture Public Limited Company1.36%$36.54M
General Dynamics Corporation1.35%$36.26M
Cf Industries Holdings, Inc.1.30%$34.91M
Lowe's Companies, Inc.1.24%$33.14M
The Allstate Corporation1.23%$33.00M
Philip Morris International Inc.1.19%$32.01M
The Bank of New York Mellon Corporation1.19%$31.91M
Cummins Inc.1.19%$31.90M
Caterpillar Inc.1.18%$31.63M
Verizon Communications Inc.1.15%$30.82M
Devon Energy Corporation1.07%$28.66M
The New York Times Company1.06%$28.52M
Unitedhealth Group Incorporated0.97%$26.04M
Alphabet Inc.0.95%$25.57M
Ameriprise Financial, Inc.0.95%$25.52M
Netapp, Inc.0.93%$25.01M
Cvs Health Corporation0.92%$24.78M
Otis Worldwide Corporation0.91%$24.43M
State Street Corporation0.90%$24.13M
Evergy, Inc.0.88%$23.58M
Ralph Lauren Corporation0.83%$22.19M
Principal Financial Group, Inc.0.82%$22.08M
Kla Corporation0.80%$21.49M
The Tjx Companies, Inc.0.80%$21.36M
The Goldman Sachs Group, Inc.0.78%$20.99M
Colgate-Palmolive Company0.76%$20.48M
C.h. Robinson Worldwide, Inc.0.76%$20.41M
Abbvie Inc.0.75%$20.11M
Sysco Corporation0.75%$19.99M
Sei Investments Company0.74%$19.84M
Applied Materials, Inc.0.74%$19.73M
Synchrony Financial0.73%$19.62M
Archer-Daniels-Midland Company.0.73%$19.46M
Amphenol Corporation0.71%$19.17M
YUM! Brands, Inc.0.71%$18.96M
Trane Technologies PLC0.69%$18.43M
Welltower Inc.0.69%$18.43M
Evercore Inc.0.69%$18.38M
National Fuel Gas Company0.69%$18.38M
Williams-Sonoma, Inc.0.68%$18.22M
Medtronic Public Limited Company0.68%$18.12M
Expeditors International Of Washington, Inc.0.67%$18.00M
Tapestry, Inc.0.66%$17.67M
Everest Group, Ltd.0.65%$17.35M
Capital One Financial Corporation0.64%$17.22M
At&t Inc.0.64%$17.03M
Cardinal Health, Inc.0.63%$16.93M
The Kroger Co.0.63%$16.85M
American Express Company0.62%$16.76M
Pfizer Inc.0.62%$16.69M
Pepsico, Inc.0.61%$16.41M
The Cigna Group0.60%$16.02M
East West Bancorp, Inc.0.59%$15.88M
Prologis, Inc.0.59%$15.76M
Ss&c Technologies Holdings, Inc.0.58%$15.61M
Gilead Sciences, Inc.0.57%$15.31M
Fedex Corporation0.57%$15.23M
Steel Dynamics, Inc.0.55%$14.72M
Hewlett Packard Enterprise Company0.55%$14.68M
Broadcom Inc.0.52%$14.08M
W. R. Berkley Corporation0.52%$13.92M
Hca Healthcare, Inc.0.51%$13.55M
The Charles Schwab Corporation0.50%$13.53M
Huntington Ingalls Industries, Inc.0.50%$13.47M
Ebay Inc.0.50%$13.30M
Parker-Hannifin Corporation0.49%$13.13M
General Motors Company0.49%$13.11M
Northern Trust Corporation0.48%$12.79M
International Business Machines Corporation0.46%$12.44M
United Parcel Service, Inc.0.46%$12.25M
Leidos Holdings, Inc.0.42%$11.23M
Fidelity National Financial, Inc.0.42%$11.21M
Zions Bancorporation, National Association0.42%$11.18M
Firstenergy Corp.0.41%$11.03M
The Hartford Insurance Group, Inc.0.41%$10.89M
Pultegroup, Inc.0.40%$10.80M
Simon Property Group, Inc.0.39%$10.41M
Elevance Health, Inc.0.38%$10.16M
Cincinnati Financial Corporation0.37%$9.96M
Corteva, Inc.0.37%$9.89M
Mckesson Corporation0.37%$9.85M
Zoetis Inc.0.36%$9.74M
Reliance, Inc.0.36%$9.56M
Masco Corporation0.36%$9.54M
Hp Inc.0.36%$9.54M
Ventas, Inc.0.35%$9.46M
Freeport-Mcmoran Inc.0.35%$9.38M
Annaly Capital Management, Inc.0.35%$9.37M
Ameren Corporation0.34%$9.15M
Kimberly-Clark Corporation0.33%$8.83M
Fox Corporation0.32%$8.68M
Alcoa Corporation0.32%$8.62M
Dollar General Corporation0.32%$8.52M
Cencora, Inc.0.31%$8.41M
Nucor Corporation0.31%$8.40M
Owens Corning0.31%$8.33M
Nrg Energy, Inc.0.30%$8.15M
The Hershey Company0.30%$8.14M
Albemarle Corporation0.30%$7.99M
Equinix, Inc.0.30%$7.95M
3m Company0.29%$7.80M
Ross Stores, Inc.0.28%$7.61M
Crh Public Limited Company0.28%$7.51M
Digital Realty Trust, Inc.0.27%$7.27M
Chevron Corporation0.27%$7.20M
Packaging Corporation Of America0.26%$7.09M
Wells Fargo & Company0.26%$6.90M
Domino's Pizza, Inc.0.25%$6.75M
Omega Healthcare Investors, Inc.0.24%$6.46M
Hf Sinclair Corporation0.24%$6.43M
Kimco Realty Corporation.0.23%$6.28M
Equity Residential0.23%$6.22M
Cognizant Technology Solutions Corporation0.23%$6.20M
Public Storage.0.23%$6.16M
Carlisle Companies Incorporated0.22%$5.95M
Royalty Pharma PLC0.22%$5.89M
Oge Energy Corp.0.22%$5.77M
Jack Henry & Associates, Inc.0.21%$5.73M
First Industrial Realty Trust, Inc.0.21%$5.73M
Brixmor Property Group Inc.0.21%$5.56M
Bank Ozk0.20%$5.35M
Abbott Laboratories0.19%$5.21M
Lennar Corporation0.18%$4.74M
Armstrong World Industries, Inc.0.17%$4.54M
Ecolab Inc.0.16%$4.30M
Mcdonald's Corporation0.16%$4.26M
American Healthcare Reit, Inc.0.15%$4.11M
Broadridge Financial Solutions, Inc.0.13%$3.43M

USISX overview: performance, fees, allocation and SEC filings