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Nomura Core Equity Fund (ICIEX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 7.47% of fund assets.

Nomura Core Equity Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
ICIEX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 28, 2026
Showing 50 out of 52 holdings
Holding Weight Market Value Shares
-
NVIDIA CORP
7.47% $253,250,076.80 1,452,122
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Alphabet Inc.
6.29% $213,056,654.72 740,912
-
Apple Inc.
4.87% $165,112,220.94 650,586
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
4.33% $146,551,003.65 433,647
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Howmet Aerospace Inc.
3.48% $117,804,007.74 511,169
-
MICROSOFT CORP
3.45% $116,993,339.01 316,053
-
APPLIED MATERIALS INC /DE
2.83% $95,796,217.62 280,278
-
AMAZON COM INC
2.81% $95,210,838.77 457,151
-
COSTCO WHOLESALE CORP /NEW
2.64% $89,356,853.11 89,677
-
Eaton Corp plc
2.63% $89,002,602.80 248,840
-
CME GROUP INC.
2.49% $84,235,296.75 285,205
-
Broadcom Inc.
2.48% $84,040,321.77 271,527
-
CUMMINS INC
2.46% $83,279,577.78 154,789
-
Seagate Technology Holdings plc
2.46% $83,186,710.16 212,341
-
BAE SYSTEMS PLC /FI/
1.98% $67,165,745.00 576,530
-
JPMORGAN CHASE & CO
1.98% $66,982,291.12 227,707
-
AUTOZONE INC
1.96% $66,326,088.08 19,636
-
AIRBUS SE
1.95% $66,000,879.00 1,396,844
-
Mastercard Inc
1.85% $62,724,318.44 125,534
-
DANAHER CORP /DE/
1.77% $60,024,895.20 316,587
-
NEXTERA ENERGY INC
1.73% $58,572,542.88 630,626
-
ENTERGY CORP /DE/
1.71% $57,876,298.92 515,097
-
PNC FINANCIAL SERVICES GROUP, INC.
1.66% $56,148,716.61 269,829
-
Cboe Global Markets, Inc.
1.62% $54,740,912.13 194,759
-
CARRIER GLOBAL Corp
1.60% $54,100,282.98 960,758
-
Ferguson Enterprises Inc. /DE/
1.58% $53,431,935.16 229,066
-
Meta Platforms, Inc.
1.56% $52,709,764.77 92,129
-
THERMO FISHER SCIENTIFIC INC.
1.55% $52,415,776.14 106,638
-
GILEAD SCIENCES, INC.
1.53% $51,776,094.37 371,501
-
Ally Financial Inc.
1.50% $50,886,919.89 1,297,143
-
MORGAN STANLEY
1.48% $50,015,126.98 303,914
-
INTUIT INC.
1.45% $49,053,511.00 113,450
-
Aon plc
1.37% $46,399,947.78 143,751
-
AT&T INC.
1.33% $45,062,780.75 1,554,425
-
AMERICAN EXPRESS CO
1.31% $44,474,844.32 147,034
-
Accenture plc
1.21% $41,001,018.17 206,773
-
CROWN HOLDINGS, INC.
1.18% $39,971,780.25 398,721
-
ABBOTT LABORATORIES
1.02% $34,583,978.82 336,846
-
ADVANCED MICRO DEVICES INC
1.01% $34,219,163.73 168,211
-
Parker-Hannifin Corp
0.99% $33,470,337.88 37,387
-
Vulcan Materials CO
0.94% $31,823,156.40 116,868
-
MSILF GOVERNMENT PORTFOLIO
0.93% $31,571,461.53 31,571,462
-
BLACKROCK LIQUIDITY FUNDS
0.93% $31,571,460.84 31,571,461
-
FIDELITY GOVERNMENT PORTFOLIO
0.93% $31,571,460.81 31,571,461
-
GOLDMAN SACHS FINANCIAL SQUARE
0.93% $31,571,459.12 31,571,459
-
Blackstone Inc.
0.86% $29,107,878.66 253,134
-
TE Connectivity plc
0.83% $27,962,695.60 133,780
-
VERTEX PHARMACEUTICALS INC / MA
0.82% $27,800,687.32 62,258
-
AbbVie Inc.
0.75% $25,334,105.16 116,484
-
NETFLIX INC
0.63% $21,287,802.30 221,402
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