Wedgewood Fund Class Institutional (RWGIX) - Large Growth fund with $27.18 Million in assets. The fund allocates 67.98% 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 8.39% of total assets. This is followed by META PLATFORMS INC COMMON STOCK (8.81%) and TAIWAN SEMICONDUCTOR-SP ADR DEPOSITARY RECEIPT (9.13%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| ALPHABET INC-CL A COMMON STOCK | 8.39% | - | - |
| META PLATFORMS INC COMMON STOCK | 8.81% | - | - |
| TAIWAN SEMICONDUCTOR-SP ADR DEPOSITARY RECEIPT | 9.13% | - | - |
| APPLE INC COMMON STOCK | 7.22% | - | - |
| VISA INC-CLASS A SHARES COMMON STOCK | 5.31% | - | - |
| UNITEDHEALTH GROUP INC COMMON STOCK | 5.49% | - | - |
| MICROSOFT CORP COMMON STOCK | 7.05% | - | - |
| PAYPAL HOLDINGS INC COMMON STOCK | 5.64% | - | - |
| BROWN BROTHERS HARRIMAN SWEEP INTEREST | 5.53% | - | - |
| MOTOROLA SOLUTIONS INC COMMON STOCK | 5.41% | - | - |
| COPART INC COMMON STOCK | 5.51% | - | - |
| BOOKING HOLDINGS INC COMMON STOCK | 5.46% | - | - |
| TRACTOR SUPPLY COMPANY COMMON STOCK | 4.94% | - | - |