Mutual Funds - Stock Holdings
| Stock | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Increased Allocation | 64,415 | 65,798 | 76,136 | 76,752 | 81,577 | 77,826 | 86,492 | 87,505 | 82,016 | 81,925 | 74,345 | 84,404 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 81,353 |
Decreased Allocation | 23,191 | 23,686 | 23,584 | 23,775 | 25,269 | 25,613 | 28,465 | 57,597 | 57,273 | 57,209 | 54,694 | 51,080 |
Increased Allocation | 35,837 | 36,612 | 42,342 | 42,685 | 45,368 | 40,606 | 45,128 | 45,656 | 42,761 | 42,714 | 40,836 | 46,426 |
Increased Allocation | 35,040 | 35,795 | 41,402 | 41,737 | 44,360 | 39,704 | 44,125 | 44,642 | 41,811 | 41,765 | 39,929 | 43,383 |
Increased Allocation | 25,468 | 26,014 | 30,109 | 30,352 | 32,260 | 28,901 | 32,120 | 32,496 | 30,484 | 30,450 | 29,111 | 32,495 |
Decreased Allocation | 28,514 | 29,126 | 28,711 | 28,943 | 30,762 | 31,754 | 35,290 | 35,703 | 34,575 | 34,537 | 33,018 | 30,241 |
Increased Allocation | 19,388 | 19,806 | 22,743 | 22,927 | 24,368 | 21,806 | 24,234 | 24,518 | 22,894 | 22,869 | 21,863 | 23,768 |
Increased Allocation | 15,551 | 15,886 | 16,823 | 16,959 | 18,025 | 19,335 | 21,488 | 21,739 | 20,103 | 20,081 | 19,198 | 19,737 |
Increased Allocation | 11,735 | 11,986 | 11,623 | 11,717 | 12,454 | 12,749 | 14,169 | 14,335 | 14,839 | 14,823 | 14,171 | 14,734 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10,509 |
Increased Allocation | 6,875 | 7,024 | 8,088 | 8,153 | 8,665 | 7,756 | 8,620 | 8,721 | 8,168 | 8,159 | 7,800 | 8,599 |
Increased Allocation | 5,831 | 5,956 | 6,894 | 6,950 | 7,387 | 6,617 | 7,353 | 7,439 | 6,979 | 6,971 | 6,665 | 7,287 |












