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Touchstone Strategic Trust-Touchstone Focused Fund (TFOAX) is an MF managed by Independent / Boutique. Its largest position is Alphabet Inc. (GOOG), representing 8.54% of fund assets.

Touchstone Strategic Trust-Touchstone Focused Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
TFOAX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 29, 2026
Showing 49 out of 49 holdings
Holding Weight Market Value Shares
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Alphabet Inc.
8.54% $111,533,462.88 388,808
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MICROSOFT CORP
7.56% $98,639,940.24 266,472
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Apple Inc.
6.83% $89,214,544.91 351,529
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Meta Platforms, Inc.
5.90% $77,044,742.19 134,663
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NVIDIA CORP
5.06% $66,087,310.40 378,941
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AMAZON COM INC
5.03% $65,634,207.80 315,140
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ExxonMobil Holdings Corp
3.27% $42,676,615.72 251,542
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BANK OF AMERICA CORP /DE/
2.80% $36,508,972.50 748,902
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Philip Morris International Inc.
2.78% $36,235,253.04 219,156
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
2.72% $35,446,561.65 104,887
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VISA INC.
2.32% $30,272,358.40 100,160
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SCHWAB CHARLES CORP
2.14% $27,993,070.76 297,862
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COCA COLA FEMSA SAB DE CV
2.04% $26,679,144.60 273,492
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MARKEL GROUP INC.
2.03% $26,517,525.78 13,854
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APPLIED MATERIALS INC /DE
2.01% $26,187,949.80 76,620
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Medtronic plc
1.99% $25,961,813.05 299,617
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ORACLE CORP
1.96% $25,615,970.08 174,128
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BOEING CO
1.89% $24,631,952.80 123,760
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JONES LANG LASALLE INC
1.65% $21,515,424.00 70,700
-
CHOICE HOTELS INTERNATIONAL INC /DE
1.63% $21,340,665.00 206,190
-
Salesforce, Inc.
1.62% $21,198,245.20 113,560
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Airbnb, Inc.
1.61% $21,072,217.32 166,869
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DREYFUS GOVERNMENT CASH MANAGEMENT
1.61% $21,008,482.21 21,008,482
-
TEXAS INSTRUMENTS INC
1.58% $20,642,323.78 106,327
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JOHNSON & JOHNSON
1.52% $19,823,839.56 81,099
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BECTON DICKINSON & CO
1.50% $19,591,801.38 124,606
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LPL Financial Holdings Inc.
1.50% $19,526,574.47 64,909
-
BERKSHIRE HATHAWAY INC
1.45% $18,889,584.80 39,419
-
BRISTOL MYERS SQUIBB CO
1.37% $17,838,923.85 294,129
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DEERE & CO
1.31% $17,068,553.30 30,301
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REGAL REXNORD CORP
1.20% $15,647,820.12 83,562
-
INVESCO GOVERNMENT & AGENCY PORTFOLIO
1.19% $15,508,432.10 15,508,432
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HCA Healthcare, Inc.
1.13% $14,743,792.20 31,155
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UNITEDHEALTH GROUP INC
1.12% $14,683,836.94 54,266
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Floor & Decor Holdings, Inc.
1.10% $14,362,430.00 282,725
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Monster Beverage Corp
1.04% $13,614,944.16 187,896
-
GOLDMAN SACHS GROUP INC
0.94% $12,216,095.60 14,440
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COMCAST CORP
0.91% $11,921,827.50 415,250
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Workday, Inc.
0.89% $11,638,623.36 89,583
-
HUBBELL INC
0.86% $11,262,483.00 22,950
-
SS&C Technologies Holdings Inc
0.85% $11,107,089.03 164,379
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INTERNATIONAL FLAVORS & FRAGRANCES INC
0.78% $10,197,918.20 140,564
-
Uber Technologies, Inc
0.75% $9,726,950.04 135,228
-
NETFLIX INC
0.72% $9,449,622.00 98,280
-
STANLEY BLACK & DECKER, INC.
0.67% $8,700,941.70 122,445
-
Frontdoor, Inc.
0.65% $8,477,633.94 160,379
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BIOMARIN PHARMACEUTICAL INC
0.56% $7,300,937.07 129,243
-
QXO, Inc.
0.49% $6,363,370.82 327,671
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WATERS CORP /DE/
0.16% $2,079,835.20 6,984
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