Wedgewood Fund Class Retail (RWGFX) - Large Growth fund with $27.18 Million in assets. The fund allocates 67.63% 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 ALPHABET INC-CL A COMMON STOCK at 9.38% of total assets. This is followed by META PLATFORMS INC COMMON STOCK (8.13%) and TAIWAN SEMICONDUCTOR-SP ADR DEPOSITARY RECEIPT (9.70%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| ALPHABET INC-CL A COMMON STOCK | 9.38% | - | - |
| META PLATFORMS INC COMMON STOCK | 8.13% | - | - |
| TAIWAN SEMICONDUCTOR-SP ADR DEPOSITARY RECEIPT | 9.70% | - | - |
| APPLE INC COMMON STOCK | 7.21% | - | - |
| VISA INC-CLASS A SHARES COMMON STOCK | 4.89% | - | - |
| UNITEDHEALTH GROUP INC COMMON STOCK | 5.49% | - | - |
| MICROSOFT CORP COMMON STOCK | 6.70% | - | - |
| PAYPAL HOLDINGS INC COMMON STOCK | 5.64% | - | - |
| BROWN BROTHERS HARRIMAN SWEEP INTEREST | 5.53% | - | - |
| MOTOROLA SOLUTIONS INC COMMON STOCK | 4.96% | - | - |
| COPART INC COMMON STOCK | 5.51% | - | - |
| BOOKING HOLDINGS INC COMMON STOCK | 5.75% | - | - |
| TRACTOR SUPPLY COMPANY COMMON STOCK | 4.54% | - | - |
| UNITED RENTALS INC COMMON STOCK | 4.00% | - | - |