BVSIX holdings — BAYWOOD SOCIALLYRESPONSIBLE FUND
BAYWOOD SOCIALLYRESPONSIBLE FUND (BVSIX) held 51 positions with net assets of $28.9M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 36.8% of the fund, led by FGXXX, KTB, BRK.B.
BVSIX top holdings
- FGXXX First American Government Obligations Fund — 6.73% ($1.94M)
- KTB Kontoor Brands Inc — 4.51% ($1.30M)
- BRK.B Berkshire Hathaway Inc — 3.64% ($1.05M)
- WRB W R Berkley Corp — 3.51% ($1.01M)
- HR Healthcare Realty Trust Inc — 3.33% ($962K)
- NXPI NXP Semiconductors NV — 3.31% ($956K)
- AXP American Express Co — 3.28% ($947K)
- TPL Texas Pacific Land Corp — 3.18% ($919K)
- KMI Kinder Morgan Inc — 2.70% ($780K)
- APD Air Products and Chemicals Inc — 2.64% ($762K)
- MMM 3M Co — 2.64% ($761K)
- BDX Becton Dickinson & Co — 2.57% ($742K)
- SOLV Solventum Corp — 2.54% ($733K)
- MDT Medtronic PLC — 2.49% ($720K)
- CME CME Group Inc — 2.22% ($640K)
- CSCO Cisco Systems Inc — 2.16% ($623K)
- NKE NIKE Inc — 2.09% ($603K)
- LH Labcorp Holdings Inc — 2.09% ($602K)
- AZN AstraZeneca PLC — 2.07% ($597K)
- HSY Hershey Co/The — 2.07% ($597K)
- T AT&T Inc — 2.06% ($594K)
- IBM IBM — 2.05% ($591K)
- KVUE Kenvue Inc — 2.03% ($585K)
- NVT nVent Electric PLC — 1.88% ($543K)
- CMI Cummins Inc — 1.73% ($499K)
What are BVSIX's top 10 holdings?
FGXXX (6.7%), KTB (4.5%), BRK.B (3.6%), WRB (3.5%), HR (3.3%), NXPI (3.3%), AXP (3.3%), TPL (3.2%), KMI (2.7%), APD (2.6%).
How many stocks are in BVSIX?
BAYWOOD SOCIALLYRESPONSIBLE FUND reported 51 holdings as of June 30, 2026.