Holdings
Balanced Fund
As of Jul 31, 2026, Balanced Fund reported 53 positions worth US$3.93B. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 694K | US$323M | +22,408 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 808K | US$288M | +21,061 | Jul 31, 2026 |
| Amazon.com, Inc. | 942K | US$256M | −47,687 | Jul 31, 2026 |
| Nvidia Corporation | 1.07M | US$214M | +508K | Jul 31, 2026 |
| Broadcom Inc. | 451K | US$176M | −12,437 | Jul 31, 2026 |
| Jp Morgan Chase & Co. | 468K | US$165M | −23,702 | Jul 31, 2026 |
| Costco Wholesale Corporation | 151K | US$144M | +25,260 | Jul 31, 2026 |
| Eli Lilly And Company | 112K | US$129M | −16,053 | Jul 31, 2026 |
| Berkshire Hathaway Inc. | 222K | US$113M | +16,843 | Jul 31, 2026 |
| Advanced Micro Devices Inc | 210K | US$100M | new | Jul 31, 2026 |