Jamestown Equity Fund (JAMEX) - Large Blend fund with $39.31 Million in assets. The fund allocates 45.66% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Apple, Inc. at 4.71% of total assets. This is followed by Microsoft Corporation (5.39%) and Federated Government Obligations Fund Institutional Class (6.28%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple, Inc. | 4.71% | - | - |
| Microsoft Corporation | 5.39% | - | - |
| Federated Government Obligations Fund Institutional Class | 6.28% | - | - |
| NVIDIA Corporation | 5.93% | - | - |
| Meta Platforms, Inc. Class A Class A | 4.01% | - | - |
| Amazon.com, Inc. | 3.69% | - | - |
| Vanguard Information Technology ETF | 4.00% | - | - |
| Alphabet, Inc. Class C | 5.69% | - | - |
| JPMorgan Chase Company | 3.47% | - | - |
| Oracle Corporation | 2.49% | - | - |
| Health Care Select Sector SPDR Fund (The) | 3.36% | - | - |
| Meta Platforms, Inc. Class A | 4.31% | - | - |
| Broadcom, Inc. | 3.53% | - | - |