Holdings
M Large Cap Value Fund
As of Mar 31, 2026, M Large Cap Value Fund reported 220 positions worth US$188M. Largest: Exxon Mobil Corporation, Jp Morgan Chase & Co. and Johnson & Johnson. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 58,300 | US$9.89M | first report | Mar 31, 2026 |
| Jp Morgan Chase & Co. | 30,200 | US$8.88M | first report | Mar 31, 2026 |
| Johnson & Johnson | 31,200 | US$7.63M | first report | Mar 31, 2026 |
| Bank Of America Corporation | 102K | US$4.96M | first report | Mar 31, 2026 |
| Morgan Stanley | 25,000 | US$4.11M | first report | Mar 31, 2026 |
| Goldman Sachs Group, Inc. (the) | 4,800 | US$4.06M | first report | Mar 31, 2026 |
| Walt Disney Company (the) | 40,900 | US$3.94M | first report | Mar 31, 2026 |
| Wells Fargo & Company | 47,400 | US$3.77M | first report | Mar 31, 2026 |
| Verizon Communications Inc. | 71,000 | US$3.56M | first report | Mar 31, 2026 |
| At&t Inc. | 120K | US$3.48M | first report | Mar 31, 2026 |