MEEHAN FOCUS FUND (MEFOX) is an MF managed by Independent / Boutique. Its largest position is Broadcom Inc. (AVGO), representing 9.76% of fund assets.
MEEHAN FOCUS FUND Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MEFOX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 27, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Broadcom Inc.
|
9.76% | $18,770,367.00 | 58,740 |
|
-
Apple Inc.
|
7.65% | $14,700,296.10 | 55,645 |
|
-
UNITED RENTALS, INC.
|
6.88% | $13,230,000.00 | 15,750 |
|
-
APPLIED MATERIALS INC /DE
|
6.85% | $13,166,389.50 | 35,365 |
|
-
BERKSHIRE HATHAWAY INC
|
6.53% | $12,548,007.50 | 24,850 |
|
-
MICROSOFT CORP
|
6.14% | $11,805,764.40 | 30,060 |
|
-
Alphabet Inc.
|
5.64% | $10,847,106.90 | 34,830 |
|
-
LOWES COMPANIES INC
|
5.45% | $10,476,972.00 | 39,600 |
|
-
NVIDIA CORP
|
5.03% | $9,674,574.00 | 54,600 |
|
-
AMAZON COM INC
|
4.53% | $8,701,350.00 | 41,435 |
|
-
Alphabet Inc.
|
4.16% | $7,993,526.40 | 25,640 |
|
-
ALLSPRING GOVERNMENT MONEY MARKET FUND
|
4.00% | $7,686,723.32 | 7,686,723 |
|
-
VERTEX PHARMACEUTICALS INC / MA
|
3.82% | $7,353,084.00 | 14,800 |
|
-
SCHWAB CHARLES CORP
|
3.22% | $6,188,000.00 | 65,000 |
|
-
Johnson Controls International plc
|
2.80% | $5,378,782.50 | 37,275 |
|
-
DEERE & CO
|
2.55% | $4,911,738.00 | 7,800 |
|
-
WILLIAMS SONOMA INC
|
2.55% | $4,906,809.00 | 23,860 |
|
-
Shell plc
|
2.30% | $4,413,503.50 | 52,850 |
|
-
VISA INC.
|
1.83% | $3,521,540.00 | 11,000 |
|
-
NOVARTIS AG
|
1.79% | $3,443,220.40 | 20,420 |
|
-
SIMON PROPERTY GROUP INC.
|
1.75% | $3,363,525.00 | 16,500 |
|
-
BlackRock, Inc.
|
1.62% | $3,109,947.75 | 2,925 |
|
-
THERMO FISHER SCIENTIFIC INC.
|
1.36% | $2,605,550.00 | 5,000 |
|
-
LENNAR CORP /NEW/
|
0.95% | $1,829,760.00 | 16,000 |
|
-
Blackstone Inc.
|
0.72% | $1,383,114.00 | 12,200 |
|
-
Millrose Properties, Inc.
|
0.13% | $250,880.00 | 8,000 |
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