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DANA LARGE CAP EQUITY FUND (DLCIX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 7.93% of fund assets.

DANA LARGE CAP EQUITY FUND Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
DLCIX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
Jun 29, 2026
Showing 48 out of 48 holdings
Holding Weight Market Value Shares
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NVIDIA CORP
7.93% $5,428,304.00 27,200
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Alphabet Inc.
6.75% $4,617,600.00 12,000
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Apple Inc.
6.54% $4,477,275.00 16,500
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MICROSOFT CORP
4.95% $3,384,574.00 8,300
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AMAZON COM INC
4.26% $2,915,660.00 11,000
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Broadcom Inc.
3.27% $2,237,842.23 5,361
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ANALOG DEVICES INC
2.29% $1,566,400.44 3,894
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LAM RESEARCH CORP
2.22% $1,522,405.44 5,904
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Meta Platforms, Inc.
2.15% $1,468,584.00 2,400
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CISCO SYSTEMS, INC.
2.09% $1,427,400.00 15,600
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Vertiv Holdings Co
2.04% $1,399,367.40 4,260
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LINDE PLC
1.99% $1,364,604.22 2,723
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SLB LIMITED/NV
1.95% $1,336,680.00 23,500
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AMERICAN TOWER CORP /MA/
1.92% $1,316,973.68 7,208
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Interactive Brokers Group, Inc.
1.92% $1,311,750.00 16,500
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Bank of New York Mellon Corp
1.90% $1,303,389.00 9,700
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ORACLE CORP
1.88% $1,284,180.23 7,957
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Diamondback Energy, Inc.
1.86% $1,274,906.00 6,200
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AbbVie Inc.
1.79% $1,225,656.00 5,800
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DELTA AIR LINES, INC.
1.79% $1,223,820.00 18,000
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JPMORGAN CHASE & CO
1.78% $1,221,597.00 3,900
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WELLS FARGO & COMPANY/MN
1.77% $1,208,781.00 14,700
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IQVIA HOLDINGS INC.
1.74% $1,193,476.32 7,536
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VISA INC.
1.73% $1,187,424.00 3,600
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ELI LILLY & Co
1.71% $1,168,250.00 1,250
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Parker-Hannifin Corp
1.69% $1,154,963.40 1,270
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AMERICAN EXPRESS CO
1.65% $1,130,675.00 3,500
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ALLSTATE CORP
1.65% $1,129,752.00 5,200
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Uber Technologies, Inc
1.61% $1,104,228.00 14,800
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MCKESSON CORP
1.60% $1,098,074.40 1,347
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Restaurant Brands International Inc.
1.58% $1,083,774.44 13,433
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Accenture plc
1.57% $1,071,723.87 5,997
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Carnival Corp Ltd.
1.55% $1,060,400.00 40,000
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L3HARRIS TECHNOLOGIES, INC. /DE/
1.55% $1,057,815.00 3,300
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TJX COMPANIES INC /DE/
1.51% $1,034,550.00 6,600
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PULTEGROUP INC/MI/
1.48% $1,015,588.00 8,300
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BOSTON SCIENTIFIC CORP
1.44% $985,707.10 17,110
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T-Mobile US, Inc.
1.26% $860,200.00 4,400
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PROCTER & GAMBLE Co
1.19% $817,232.04 5,556
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Philip Morris International Inc.
1.19% $816,436.22 4,946
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CENTERPOINT ENERGY INC
1.18% $807,525.00 18,500
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PPL Corp
1.15% $786,240.00 21,000
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J M SMUCKER Co
1.13% $771,986.25 7,875
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SYSCO CORP
1.10% $750,536.66 10,046
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Walt Disney Co
1.09% $747,000.00 7,200
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ServiceNow, Inc.
1.06% $724,142.00 8,200
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FIDELITY INVESTMENTS
0.47% $319,585.87 319,586
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BANK OF AMERICA CORP /DE/
0.08% $53,460.00 1,000
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