Holdings

Dunham Focused Large Cap Growth Fund

As of Jul 31, 2026, Dunham Focused Large Cap Growth Fund reported 32 positions worth US$241M. Largest: Amazon.com, Inc., Nvidia Corporation and Advanced Micro Devices Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Amazon.com, Inc.79,169US$21.5M−5,751Jul 31, 2026
Nvidia Corporation92,855US$18.6M−9,021Jul 31, 2026
Advanced Micro Devices Inc32,801US$15.6M−2,332Jul 31, 2026
Alphabet Inc (google) Class C42,964US$15.5M+16,023Jul 31, 2026
Microsoft Corp.26,926US$12.5M−1,772Jul 31, 2026
Mastercard Incorporated20,143US$11.5M−8,239Jul 31, 2026
Eli Lilly And Company9,695US$11.1M+522Jul 31, 2026
Servicenow, Inc.90,268US$10M−6,417Jul 31, 2026
Crowdstrike Holdings, Inc.52,602US$10M+35,485Jul 31, 2026
Meta Platforms, Inc.17,403US$9.69M−8,722Jul 31, 2026