SIMT Global Managed Volatility Fund (SVTAX) is an MF managed by Independent / Boutique. Its largest position is JOHNSON & JOHNSON (JNJ), representing 2.25% of fund assets.
SIMT Global Managed Volatility Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SVTAX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
JOHNSON & JOHNSON
|
2.25% | $15,722,869.68 | 64,322 |
|
-
CISCO SYSTEMS, INC.
|
1.96% | $13,705,652.78 | 176,642 |
|
-
NOVARTIS AG
|
1.87% | $13,044,598.99 | 85,404 |
|
-
APPLIED MATERIALS INC /DE
|
1.82% | $12,699,729.24 | 273,569 |
|
-
MCKESSON CORP
|
1.74% | $12,189,460.96 | 14,086 |
|
-
AT&T INC.
|
1.66% | $11,595,159.29 | 399,971 |
|
-
Apple Inc.
|
1.62% | $11,354,564.60 | 44,740 |
|
-
COLGATE PALMOLIVE CO
|
1.54% | $10,739,150.46 | 126,002 |
|
-
ALTRIA GROUP, INC.
|
1.53% | $10,694,999.30 | 162,070 |
|
-
Motorola Solutions, Inc.
|
1.49% | $10,439,148.35 | 24,055 |
|
-
TJX COMPANIES INC /DE/
|
1.40% | $9,810,850.10 | 61,433 |
|
-
GILEAD SCIENCES, INC.
|
1.40% | $9,784,470.85 | 70,205 |
|
-
VERIZON COMMUNICATIONS INC
|
1.25% | $8,723,856.40 | 173,782 |
|
-
APPLIED MATERIALS INC /DE
|
1.21% | $8,461,231.27 | 21,306 |
|
-
N/A
|
1.20% | $8,394,816.61 | 8,394,817 |
|
-
MICROSOFT CORP
|
1.17% | $8,192,232.27 | 22,131 |
|
-
Shell plc
|
1.13% | $7,891,640.86 | 171,023 |
|
-
GSK plc
|
1.13% | $7,868,353.89 | 286,710 |
|
-
VISA INC.
|
1.02% | $7,117,147.52 | 23,548 |
|
-
TotalEnergies SE
|
1.01% | $7,054,670.50 | 77,113 |
|
-
KIMBERLY CLARK CORP
|
1.00% | $7,006,230.22 | 72,626 |
|
-
Mastercard Inc
|
0.99% | $6,934,781.14 | 13,879 |
|
-
APPLIED MATERIALS INC /DE
|
0.99% | $6,896,896.32 | 165,904 |
|
-
APPLIED MATERIALS INC /DE
|
0.94% | $6,602,715.62 | 406,012 |
|
-
TELENOR ASA
|
0.93% | $6,472,042.59 | 369,020 |
|
-
CARDINAL HEALTH INC
|
0.91% | $6,393,817.98 | 30,258 |
|
-
Booking Holdings Inc.
|
0.90% | $6,273,376.80 | 1,490 |
|
-
Alphabet Inc.
|
0.89% | $6,248,966.36 | 21,731 |
|
-
AbbVie Inc.
|
0.85% | $5,967,055.64 | 27,436 |
|
-
ADOBE INC.
|
0.85% | $5,958,863.12 | 24,514 |
|
-
Cencora, Inc.
|
0.84% | $5,903,318.88 | 18,792 |
|
-
Autodesk, Inc.
|
0.80% | $5,608,902.60 | 23,429 |
|
-
Walmart Inc.
|
0.79% | $5,548,107.76 | 44,642 |
|
-
CHECK POINT SOFTWARE TECHNOLOGIES LTD
|
0.78% | $5,475,869.05 | 38,333 |
|
-
COGNIZANT TECHNOLOGY SOLUTIONS CORP
|
0.77% | $5,398,431.90 | 87,994 |
|
-
CANON INC
|
0.76% | $5,342,610.73 | 193,012 |
|
-
APPLIED MATERIALS INC /DE
|
0.76% | $5,290,751.33 | 68,706 |
|
-
APPLIED MATERIALS INC /DE
|
0.75% | $5,275,757.94 | 3,375,631 |
|
-
NEW YORK TIMES CO
|
0.73% | $5,071,777.29 | 60,573 |
|
-
Cboe Global Markets, Inc.
|
0.69% | $4,846,771.08 | 17,244 |
|
-
APPLIED MATERIALS INC /DE
|
0.68% | $4,766,085.83 | 857,818 |
|
-
APPLIED MATERIALS INC /DE
|
0.67% | $4,714,532.32 | 926,012 |
|
-
Duke Energy CORP
|
0.67% | $4,694,460.88 | 35,852 |
|
-
APPLIED MATERIALS INC /DE
|
0.67% | $4,689,801.77 | 229,460 |
|
-
VERISIGN INC/CA
|
0.67% | $4,659,730.32 | 18,762 |
|
-
APPLIED MATERIALS INC /DE
|
0.65% | $4,548,587.16 | 218,810 |
|
-
F5, INC.
|
0.65% | $4,540,745.02 | 15,694 |
|
-
TE Connectivity plc
|
0.64% | $4,470,728.78 | 21,389 |
|
-
NVIDIA CORP
|
0.64% | $4,451,211.20 | 25,523 |
|
-
APPLIED MATERIALS INC /DE
|
0.63% | $4,432,998.38 | 156,399 |
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