Wellington Shields All-Cap Instl (WSACX) - mutual fund with $35.92 Million in assets. The fund allocates 37.60% 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 Linde PLC (United Kingdom) at 3.81% of total assets. This is followed by NVIDIA Corporation (5.25%) and Microsoft Corporation (3.12%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Linde PLC (United Kingdom) | 3.81% | - | - |
| NVIDIA Corporation | 5.25% | - | - |
| Microsoft Corporation | 3.12% | - | - |
| Amazon.com, Inc. | 3.82% | - | - |
| Alphabet, Inc. - Class A | 4.07% | - | - |
| JPMorgan Chase Co. | 3.26% | - | - |
| Meta Platforms, Inc. - Class A | 4.12% | - | - |
| Palo Alto Networks, Inc. | 3.61% | - | - |
| Apple, Inc. | 3.24% | - | - |
| Walmart, Inc. | 3.30% | - | - |
| Goldman Sachs Financial Square Government Fund Institutional Shares | 4.21% | - | - |
| BlackRock Inc. | 3.41% | - | - |
| Quanta Services, Inc . | 3.37% | - | - |
| Goldman Sachs Financial Square Government Fund Institutional Class | 3.58% | - | - |
| Alphabet Inc. - Class A | 5.85% | - | - |
| Bloom Energy Corporation - Class A | 6.54% | - | - |
| Eli Lilly And Company | 3.69% | - | - |
| Quanta Services, Inc. | 5.11% | - | - |
| Walmart Inc. | 3.54% | - | - |
| VanEck Gold Miners ETF | 4.01% | - | - |