Mutual Funds - Stock Holdings
| Stock | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|
Increased Allocation | 21,694 | 23,302 | 23,944 | 24,949 | 25,052 | 25,896 | 28,323 |
Increased Allocation | 21,458 | 23,050 | 23,684 | 24,678 | 24,782 | 25,615 | 27,828 |
Decreased Allocation | 22,428 | 24,091 | 24,754 | 25,793 | 25,901 | 26,773 | 21,922 |
Increased Allocation | 8,293 | 8,908 | 9,167 | 9,537 | 9,579 | 9,901 | 10,604 |
Increased Allocation | 3,756 | 4,035 | 8,292 | 8,640 | 8,676 | 8,969 | 8,995 |
Increased Allocation | 7,100 | 7,627 | 7,848 | 8,166 | 8,201 | 8,478 | 8,901 |
Increased Allocation | 5,592 | 6,007 | 6,174 | 6,432 | 6,460 | 6,677 | 6,912 |
Increased Allocation | 5,583 | 5,997 | 6,170 | 6,421 | 6,448 | 6,666 | 6,776 |
Increased Allocation | 5,259 | 5,650 | 5,812 | 6,049 | 6,075 | 6,280 | 6,723 |
Increased Allocation | 3,963 | 4,257 | 4,378 | 4,558 | 4,577 | 4,733 | 4,919 |
Increased Allocation | 3,064 | 3,292 | 3,387 | 3,525 | 3,540 | 3,659 | 4,281 |
Increased Allocation | 1,534 | 1,648 | 1,694 | 3,530 | 3,545 | 3,665 | 3,841 |
Increased Allocation | 2,621 | 2,816 | 2,896 | 3,015 | 3,028 | 3,132 | 3,489 |
Increased Allocation | 2,473 | 2,657 | 2,732 | 2,845 | 2,857 | 2,955 | 3,242 |
Increased Allocation | 2,632 | 2,828 | 2,907 | 3,028 | 3,041 | 3,145 | 3,230 |
Decreased Allocation | 3,275 | 3,519 | 3,615 | 3,767 | 3,784 | 3,912 | 3,093 |
Increased Allocation | 1,017 | 1,093 | 1,123 | 1,170 | 1,177 | 2,432 | 2,711 |
Increased Allocation | 1,321 | 1,419 | 1,458 | 1,519 | 1,526 | 1,579 | 1,736 |
Increased Allocation | 1,368 | 1,470 | 1,511 | 1,574 | 1,580 | 1,635 | 1,696 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 1,620 |
Decreased Allocation | 1,393 | 1,497 | 1,539 | 1,602 | 1,610 | 1,666 | 1,540 |
Decreased Allocation | 1,169 | 1,256 | 1,291 | 1,345 | 1,351 | 1,397 | 1,308 |
Increased Allocation | 880 | 946 | 973 | 1,013 | 1,017 | 1,050 | 1,082 |
Decreased Allocation | 830 | 893 | 917 | 956 | 961 | 993 | 972 |
Decreased Allocation | 820 | 882 | 905 | 944 | 949 | 981 | 902 |
Increased Allocation | 597 | 642 | 656 | 688 | 690 | 714 | 735 |
Decreased Allocation | 617 | 663 | 682 | 710 | 713 | 739 | 698 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 657 |
Increased Allocation | 380 | 409 | 421 | 438 | 441 | 456 | 515 |
Increased Allocation | 95 | 103 | 106 | 111 | 112 | 116 | 155 |
Full Exit | 15,995 | 17,181 | 17,681 | 18,395 | 18,471 | 19,094 | 0 |
Full Exit | 11,609 | 12,470 | 12,833 | 13,351 | 13,406 | 13,860 | 0 |
