Holdings
U.S. Socially Responsible Fund
As of May 31, 2026, U.S. Socially Responsible Fund reported 160 positions worth US$416M. Largest: Nvidia Corporation, Apple Inc and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 175K | US$37M | −49,603 | May 31, 2026 |
| Apple Inc | 60,303 | US$18.8M | +43,650 | May 31, 2026 |
| Broadcom Inc. | 35,142 | US$15.7M | −9,562 | May 31, 2026 |
| Micron Technology, Inc. | 9,568 | US$9.29M | −2,620 | May 31, 2026 |
| Cisco Systems, Inc. | 76,601 | US$9.22M | −26,977 | May 31, 2026 |
| Visa Inc. | 24,858 | US$8.11M | −7,136 | May 31, 2026 |
| Palo Alto Networks, Inc. | 28,602 | US$8.06M | −5,679 | May 31, 2026 |
| Mastercard Incorporated | 14,681 | US$7.25M | −2,718 | May 31, 2026 |
| Advanced Micro Devices Inc | 12,853 | US$6.63M | −3,126 | May 31, 2026 |
| Lam Research Corporation | 20,541 | US$6.54M | −9,546 | May 31, 2026 |