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FPA Crescent Fund (FPACX) is an MF managed by Independent / Boutique. Its largest position is ANALOG DEVICES INC (ADI), representing 3.17% of fund assets.

FPA Crescent Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
FPACX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 27, 2026
Showing 50 out of 135 holdings
Holding Weight Market Value Shares
-
ANALOG DEVICES INC
3.17% $374,292,028.14 1,176,501
-
Alphabet Inc.
2.89% $340,988,935.56 1,185,801
-
Meta Platforms, Inc.
2.14% $252,184,033.53 440,781
-
INTERNATIONAL FLAVORS & FRAGRANCES INC
1.94% $229,480,510.85 3,163,067
-
TE Connectivity plc
1.91% $225,199,193.10 1,077,405
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CITIGROUP INC
1.88% $221,539,857.22 1,953,442
-
HEINEKEN HOLDING NV
1.86% $219,821,629.30 3,088,974
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JDE PEET'S NV
1.84% $217,470,348.53 5,885,188
-
Alphabet Inc.
1.81% $214,100,829.60 746,360
-
AZELIS GROUP NV
1.75% $206,349,509.27 20,235,939
-
GLENCORE PLC
1.73% $204,101,906.32 26,947,501
-
BECTON DICKINSON & CO
1.57% $185,538,160.89 1,180,043
-
AMAZON COM INC
1.52% $179,444,390.65 861,595
-
APPLIED MATERIALS INC /DE
1.51% $178,303,809.61 544,912
-
LIBERTY BROADBAND-C
1.39% $164,297,203.80 3,266,346
-
Aon plc
1.36% $161,117,573.68 499,156
-
FPS LLC /
1.32% $156,435,904.84 2,073,734
-
PROSUS N.V.
1.22% $144,304,188.49 3,117,146
-
NESTLE CAPITAL DCP DCP, 06/11/26 /
1.14% $134,041,500.00 135,000,000
-
JOHNSON & JOHNSON CO. DCP, 06/10/2026 /
1.06% $125,122,900.31 126,000,000
-
PEPSICO, INC. DCP, 05/12/2026 /
1.05% $124,486,076.25 125,000,000
-
Ferguson Enterprises Inc. /DE/
1.03% $121,698,273.28 521,728
-
EUROFINS SCIENTIFIC SE
1.02% $120,852,450.50 1,656,284
-
COMCAST CORP
0.97% $114,729,121.98 3,996,138
-
NESTLE CAPITAL DCP, 05/08/2026 /
0.97% $114,578,045.99 115,000,000
-
JOHNSON & JOHNSON CO. DCP, 07/08/2026 /
0.96% $113,847,955.36 115,000,000
-
PEPSICO, INC. DCP DCP, 07/06/26 /
0.95% $111,924,240.00 113,000,000
-
PEPSICO, INC. DCP DCP, 07/01/26 /
0.93% $109,975,871.03 111,000,000
-
Amrize Ltd
0.91% $107,936,030.82 1,926,741
-
SAMSUNG C&T CORP
0.90% $106,585,790.62 608,165
-
JOHNSON & JOHNSON
0.87% $102,928,800.00 104,000,000
-
NESTLE CAPITAL DCP DCP, 04/13/26 /
0.85% $99,881,999.96 100,000,000
-
PEPSICO, INC. DCP DCP, 07/09/26 /
0.84% $98,990,750.10 100,000,000
-
NIPPON PAINT HOLDINGS CO LTD.
0.81% $95,758,105.87 15,271,100
-
NXP Semiconductors N.V.
0.80% $94,977,075.60 482,460
-
Jefferies Financial Group Inc.
0.80% $93,982,024.96 2,277,248
-
VAIL RESORTS INC
0.78% $92,279,531.52 719,136
-
Fortune Brands Innovations, Inc.
0.78% $91,704,905.46 2,353,218
-
PEPSICO, INC. DCP, 05/04/2026 /
0.74% $87,703,146.90 88,000,000
-
NESTLE CAPITAL DCP, 04/23/26 /
0.74% $87,301,083.49 87,500,000
-
LPL Financial Holdings Inc.
0.72% $85,383,375.58 283,826
-
PEPSICO, INC. DCP DCP, 06/15/26 /
0.69% $81,396,958.38 82,000,000
-
MAGNUM ICE CREAM CO NV/THE
0.68% $80,231,507.74 5,461,550
-
CARMAX INC
0.65% $76,724,039.70 1,845,215
-
LG CORP.
0.65% $76,587,691.17 1,354,494
-
EXXON MOBIL CORP. DCP 04/10/2026 /
0.64% $75,929,130.03 76,000,000
-
APPLIED MATERIALS INC /DE
0.64% $75,598,899.42 1,472,802
-
CISCO SYSTEMS, INC. DCP 06/23/2026 /
0.64% $75,362,191.29 76,000,000
-
PERNOD RICARD
0.64% $75,000,030.93 1,008,624
-
NOV Inc.
0.62% $73,217,680.47 3,892,487
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