SIMT U.S. Managed Volatility Fund (SVOAX) is an MF managed by Independent / Boutique. Its largest position is VERIZON COMMUNICATIONS INC (VZ), representing 2.42% of fund assets.
SIMT U.S. Managed Volatility Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SVOAX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
VERIZON COMMUNICATIONS INC
|
2.42% | $11,740,223.80 | 233,869 |
|
-
BRISTOL MYERS SQUIBB CO
|
2.36% | $11,426,278.05 | 188,397 |
|
-
JOHNSON & JOHNSON
|
2.35% | $11,374,037.64 | 46,531 |
|
-
AT&T INC.
|
2.27% | $11,016,489.90 | 380,010 |
|
-
CISCO SYSTEMS, INC.
|
2.23% | $10,835,676.27 | 139,653 |
|
-
ALTRIA GROUP, INC.
|
1.78% | $8,635,385.41 | 130,859 |
|
-
N/A
|
1.74% | $8,454,850.80 | 8,454,851 |
|
-
ExxonMobil Holdings Corp
|
1.57% | $7,606,197.12 | 44,832 |
|
-
Merck & Co., Inc.
|
1.53% | $7,424,419.09 | 61,721 |
|
-
GILEAD SCIENCES, INC.
|
1.50% | $7,288,772.26 | 52,298 |
|
-
Apple Inc.
|
1.50% | $7,284,788.16 | 28,704 |
|
-
COMCAST CORP
|
1.46% | $7,103,944.98 | 247,438 |
|
-
MICROSOFT CORP
|
1.45% | $7,045,445.61 | 19,033 |
|
-
ADOBE INC.
|
1.40% | $6,793,842.92 | 27,949 |
|
-
COGNIZANT TECHNOLOGY SOLUTIONS CORP
|
1.33% | $6,462,056.85 | 105,331 |
|
-
Alphabet Inc.
|
1.31% | $6,339,319.14 | 22,099 |
|
-
COLGATE PALMOLIVE CO
|
1.31% | $6,334,208.37 | 74,319 |
|
-
Motorola Solutions, Inc.
|
1.30% | $6,306,886.01 | 14,533 |
|
-
PFIZER INC
|
1.24% | $6,017,263.20 | 214,290 |
|
-
EBAY INC
|
1.18% | $5,725,340.04 | 62,902 |
|
-
CHEVRON CORP
|
1.17% | $5,695,750.10 | 27,529 |
|
-
Philip Morris International Inc.
|
1.15% | $5,591,798.80 | 33,820 |
|
-
Autodesk, Inc.
|
1.14% | $5,539,716.00 | 23,140 |
|
-
Booking Holdings Inc.
|
1.11% | $5,406,050.88 | 1,284 |
|
-
CARDINAL HEALTH INC
|
1.04% | $5,030,023.24 | 23,804 |
|
-
MCKESSON CORP
|
1.02% | $4,968,031.76 | 5,741 |
|
-
Mastercard Inc
|
1.01% | $4,908,160.18 | 9,823 |
|
-
Walmart Inc.
|
1.00% | $4,859,472.28 | 39,101 |
|
-
VISA INC.
|
0.99% | $4,811,660.80 | 15,920 |
|
-
AbbVie Inc.
|
0.95% | $4,586,646.61 | 21,089 |
|
-
LOCKHEED MARTIN CORP
|
0.92% | $4,475,507.95 | 7,405 |
|
-
ROPER TECHNOLOGIES INC
|
0.90% | $4,369,463.28 | 12,348 |
|
-
VERISIGN INC/CA
|
0.87% | $4,233,544.56 | 17,046 |
|
-
Ingredion Inc
|
0.87% | $4,209,090.26 | 37,361 |
|
-
APPLIED MATERIALS INC /DE
|
0.81% | $3,942,450.00 | 12 |
|
-
Cencora, Inc.
|
0.81% | $3,906,959.18 | 12,437 |
|
-
AMDOCS LTD
|
0.80% | $3,862,804.66 | 59,191 |
|
-
INTERNATIONAL BUSINESS MACHINES CORP
|
0.78% | $3,793,645.89 | 15,651 |
|
-
AMGEN INC
|
0.71% | $3,447,074.45 | 9,797 |
|
-
F5, INC.
|
0.71% | $3,421,327.25 | 11,825 |
|
-
Monster Beverage Corp
|
0.70% | $3,414,605.04 | 47,124 |
|
-
INCYTE CORP
|
0.69% | $3,327,047.88 | 35,349 |
|
-
Gen Digital Inc.
|
0.68% | $3,298,432.27 | 175,169 |
|
-
KROGER CO
|
0.67% | $3,245,852.52 | 44,857 |
|
-
HARTFORD INSURANCE GROUP, INC.
|
0.67% | $3,233,349.30 | 23,910 |
|
-
NATIONAL FUEL GAS CO
|
0.64% | $3,127,834.44 | 33,289 |
|
-
Fox Corp
|
0.64% | $3,083,169.60 | 52,794 |
|
-
OLD REPUBLIC INTERNATIONAL CORP
|
0.61% | $2,954,315.70 | 74,043 |
|
-
ARROW ELECTRONICS, INC.
|
0.60% | $2,907,637.75 | 20,275 |
|
-
AMERICAN ELECTRIC POWER CO INC
|
0.60% | $2,903,290.92 | 22,149 |
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