Mutual Funds - Stock Holdings
| Stock | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Increased Allocation | 10,654 | 12,307 | 12,736 | 12,180 | 13,989 | 15,122 | 14,953 | 15,032 | 14,395 | 14,653 | 14,345 | 14,528 |
Increased Allocation | 8,830 | 10,212 | 10,572 | 10,106 | 11,606 | 12,546 | 14,464 | 14,540 | 13,923 | 14,173 | 13,876 | 14,052 |
Increased Allocation | 11,703 | 13,520 | 14,002 | 13,382 | 15,369 | 16,614 | 14,307 | 14,382 | 13,772 | 14,019 | 13,725 | 13,900 |
Increased Allocation | 8,507 | 9,782 | 10,130 | 9,680 | 11,118 | 12,018 | 10,664 | 10,720 | 10,266 | 10,450 | 10,231 | 10,361 |
Increased Allocation | 2,782 | 6,436 | 6,666 | 6,370 | 7,315 | 7,908 | 7,740 | 7,781 | 7,451 | 7,585 | 7,426 | 7,520 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 5,529 | 5,558 | 5,323 | 5,418 | 5,305 | 5,372 |
Increased Allocation | 1,959 | 2,265 | 2,347 | 2,242 | 2,575 | 2,783 | 2,505 | 2,518 | 4,822 | 4,908 | 4,805 | 4,867 |
Increased Allocation | 3,543 | 4,096 | 4,243 | 4,054 | 4,656 | 5,033 | 4,734 | 4,759 | 4,557 | 4,639 | 4,542 | 4,599 |
Increased Allocation | 2,204 | 2,553 | 2,645 | 2,527 | 2,902 | 3,137 | 3,729 | 3,749 | 3,590 | 3,654 | 3,577 | 3,623 |
Increased Allocation | 2,596 | 2,995 | 3,102 | 2,964 | 3,404 | 3,680 | 3,723 | 3,742 | 3,584 | 3,648 | 3,571 | 3,617 |
Increased Allocation | 2,222 | 2,562 | 2,654 | 2,536 | 2,912 | 3,148 | 3,507 | 3,526 | 3,376 | 3,437 | 3,364 | 3,407 |
Increased Allocation | 1,806 | 2,088 | 2,162 | 2,066 | 2,373 | 2,565 | 2,643 | 2,657 | 2,544 | 2,590 | 2,535 | 2,567 |
Increased Allocation | 1,554 | 1,797 | 1,860 | 1,778 | 2,042 | 2,207 | 2,184 | 2,196 | 2,103 | 2,140 | 2,096 | 2,122 |
Increased Allocation | 723 | 836 | 866 | 827 | 950 | 1,027 | 1,023 | 1,029 | 985 | 2,005 | 1,963 | 1,988 |
Increased Allocation | 1,372 | 1,585 | 1,641 | 1,568 | 1,801 | 1,947 | 2,044 | 2,055 | 1,967 | 2,003 | 1,961 | 1,986 |
Increased Allocation | 1,191 | 1,359 | 1,409 | 1,346 | 1,546 | 1,671 | 1,756 | 1,765 | 1,690 | 1,720 | 1,684 | 1,706 |
Increased Allocation | 1,010 | 1,168 | 1,210 | 1,156 | 1,328 | 1,435 | 1,748 | 1,757 | 1,683 | 1,713 | 1,677 | 1,698 |
Increased Allocation | 1,114 | 1,288 | 1,334 | 1,275 | 1,464 | 1,583 | 1,649 | 1,658 | 1,588 | 1,616 | 1,582 | 1,602 |
Increased Allocation | 534 | 617 | 639 | 611 | 701 | 758 | 679 | 682 | 653 | 665 | 651 | 1,319 |
Increased Allocation | 660 | 746 | 773 | 738 | 848 | 916 | 929 | 934 | 895 | 911 | 891 | 903 |
Increased Allocation | 735 | 850 | 881 | 841 | 966 | 1,044 | 913 | 917 | 879 | 894 | 876 | 887 |
Increased Allocation | 654 | 755 | 783 | 748 | 859 | 928 | 881 | 886 | 848 | 863 | 845 | 856 |
Increased Allocation | 547 | 631 | 654 | 625 | 718 | 776 | 780 | 784 | 751 | 764 | 748 | 758 |
Increased Allocation | 402 | 463 | 479 | 458 | 526 | 569 | 587 | 590 | 565 | 576 | 563 | 571 |
Increased Allocation | 400 | 463 | 480 | 458 | 526 | 569 | 554 | 557 | 534 | 543 | 532 | 539 |
Increased Allocation | 375 | 433 | 449 | 429 | 492 | 532 | 547 | 550 | 527 | 536 | 525 | 532 |
Increased Allocation | 271 | 315 | 326 | 312 | 358 | 387 | 412 | 414 | 397 | 404 | 395 | 400 |
Increased Allocation | 270 | 310 | 321 | 307 | 353 | 381 | 399 | 401 | 384 | 391 | 383 | 388 |
Increased Allocation | 153 | 177 | 183 | 175 | 201 | 218 | 254 | 255 | 245 | 249 | 244 | 247 |
46 | 53 | 55 | 52 | 60 | 65 | 64 | 65 | 62 | 63 | 62 | 62 | |
3,031 | 3,505 | 3,628 | 3,468 | 3,983 | 4,305 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 1,082 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |






























