Mutual Funds - Stock Holdings
| Stock | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 |
|---|---|---|---|---|---|---|
Increased Allocation | 11,657 | 15,026 | 15,433 | 15,922 | 16,435 | 17,999 |
Increased Allocation | 11,529 | 14,865 | 15,266 | 15,749 | 16,277 | 17,683 |
Decreased Allocation | 12,050 | 15,535 | 15,955 | 16,461 | 16,992 | 13,930 |
Increased Allocation | 4,453 | 5,742 | 5,900 | 6,086 | 6,290 | 6,739 |
Increased Allocation | 2,016 | 5,202 | 5,345 | 5,514 | 5,697 | 5,716 |
Increased Allocation | 3,813 | 4,918 | 5,052 | 5,211 | 5,386 | 5,657 |
Increased Allocation | 3,004 | 3,872 | 3,979 | 4,105 | 4,242 | 4,392 |
Increased Allocation | 2,999 | 3,866 | 3,972 | 4,098 | 4,235 | 4,306 |
Increased Allocation | 2,825 | 3,641 | 3,742 | 3,860 | 3,990 | 4,272 |
Increased Allocation | 2,129 | 2,743 | 2,820 | 2,909 | 3,006 | 3,126 |
Increased Allocation | 1,645 | 2,122 | 2,181 | 2,249 | 2,324 | 2,721 |
Increased Allocation | 822 | 1,062 | 2,184 | 2,253 | 2,328 | 2,441 |
Increased Allocation | 1,406 | 1,813 | 1,865 | 1,924 | 1,989 | 2,218 |
Increased Allocation | 1,327 | 1,711 | 1,760 | 1,815 | 1,876 | 2,061 |
Increased Allocation | 1,413 | 1,821 | 1,873 | 1,932 | 1,997 | 2,053 |
Decreased Allocation | 1,757 | 2,267 | 2,331 | 2,404 | 2,485 | 1,966 |
Increased Allocation | 544 | 702 | 724 | 746 | 1,543 | 1,723 |
Increased Allocation | 707 | 913 | 940 | 970 | 1,001 | 1,103 |
Increased Allocation | 733 | 945 | 974 | 1,004 | 1,037 | 1,078 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 1,030 |
Decreased Allocation | 746 | 962 | 992 | 1,022 | 1,056 | 979 |
Decreased Allocation | 625 | 809 | 832 | 857 | 886 | 832 |
Increased Allocation | 471 | 608 | 627 | 646 | 668 | 687 |
Decreased Allocation | 444 | 574 | 592 | 609 | 630 | 618 |
Decreased Allocation | 439 | 567 | 584 | 602 | 622 | 574 |
Increased Allocation | 319 | 411 | 426 | 438 | 454 | 468 |
Decreased Allocation | 329 | 425 | 440 | 453 | 469 | 444 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 418 |
Increased Allocation | 201 | 262 | 271 | 279 | 288 | 328 |
Increased Allocation | 51 | 65 | 69 | 71 | 73 | 99 |
Full Exit | 8,594 | 11,080 | 11,379 | 11,739 | 12,133 | 0 |
Full Exit | 6,238 | 8,040 | 8,259 | 8,520 | 8,806 | 0 |































