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Chase Growth Fund (CHASX) is an MF managed by Independent / Boutique. Its largest position is Alphabet Inc. (GOOGL), representing 5.33% of fund assets.

Chase Growth Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
CHASX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 27, 2026
Showing 39 out of 39 holdings
Holding Weight Market Value Shares
-
Alphabet Inc.
5.33% $5,303,181.52 18,442
-
TechnipFMC plc
4.91% $4,885,762.75 70,675
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INVESCO TREASURY PORTFOLIO
4.85% $4,823,129.60 4,823,130
-
NVIDIA CORP
4.39% $4,369,766.40 25,056
-
Bank of New York Mellon Corp
3.96% $3,939,820.93 33,211
-
Vertiv Holdings Co
3.80% $3,781,502.78 15,091
-
Howmet Aerospace Inc.
3.67% $3,653,943.30 15,855
-
CARPENTER TECHNOLOGY CORP
3.63% $3,612,384.75 9,165
-
MASTEC INC
3.62% $3,598,018.42 11,183
-
GOLDMAN SACHS GROUP INC
3.50% $3,478,710.88 4,112
-
EBAY INC
3.34% $3,322,594.08 36,504
-
TWILIO INC
3.04% $3,025,719.36 24,048
-
CELESTICA INC
3.00% $2,990,314.88 10,616
-
LITTELFUSE INC /DE
3.00% $2,985,261.95 8,797
-
BrightSpring Health Services, Inc.
2.97% $2,955,727.87 69,367
-
NATIONAL FUEL GAS CO
2.62% $2,610,678.60 27,785
-
Broadcom Inc.
2.56% $2,545,719.75 8,225
-
AMAZON COM INC
2.43% $2,418,014.70 11,610
-
Dell Technologies Inc.
2.29% $2,278,288.53 13,881
-
CLEARWATER ANALYTICS HOLDINGS INC
2.16% $2,145,764.50 90,730
-
AbbVie Inc.
2.13% $2,117,047.66 9,734
-
HUNTINGTON INGALLS INDUSTRIES, INC.
2.08% $2,067,795.70 5,443
-
STATE STREET CORP
2.06% $2,053,562.56 16,226
-
ADVANCED MICRO DEVICES INC
2.02% $2,006,633.52 9,864
-
APi Group Corp
1.82% $1,811,365.56 44,703
-
MCKESSON CORP
1.75% $1,745,431.12 2,017
-
FORTUNA MINING CORP.
1.72% $1,715,755.05 172,785
-
SCHWAB CHARLES CORP
1.66% $1,651,510.54 17,573
-
WESCO INTERNATIONAL INC
1.54% $1,532,545.62 5,601
-
AFFILIATED MANAGERS GROUP, INC.
1.54% $1,529,320.90 5,527
-
SANMINA CORP
1.51% $1,507,194.64 11,626
-
VSE CORP
1.51% $1,498,987.60 8,129
-
Cencora, Inc.
1.47% $1,461,065.14 4,651
-
JONES LANG LASALLE INC
1.45% $1,444,302.72 4,746
-
TEXTRON INC
1.44% $1,433,532.32 16,372
-
IMAX CORP
1.43% $1,421,916.09 37,409
-
Silicon Motion Technology CORP
1.36% $1,353,543.66 12,054
-
MYR GROUP INC.
1.27% $1,266,769.84 4,487
-
SCOTTS MIRACLE-GRO CO
1.18% $1,178,619.42 19,382
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