MEFOX holdings — MEEHAN FOCUS FUND
MEEHAN FOCUS FUND (MEFOX) held 26 positions with net assets of $216M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 68.6% of the fund, led by AVGO, AAPL, AMAT.
MEFOX top holdings
- AVGO BROADCOM INC — 12.17% ($26.2M)
- AAPL APPLE INC — 8.05% ($17.4M)
- AMAT APPLIED MATERIALS INC — 7.38% ($15.9M)
- URI UNITED RENTALS INC — 7.27% ($15.7M)
- MSFT MICROSOFT CORP — 6.28% ($13.5M)
- GOOG ALPHABET INC — 6.08% ($13.1M)
- BRK.B BERKSHIRE HATHAWAY INC — 5.47% ($11.8M)
- ALLSPRING FUNDS TRUST — 5.36% ($11.6M)
- NVDA NVIDIA CORP — 5.35% ($11.5M)
- AMZN AMAZON.COM INC — 5.20% ($11.2M)
- GOOGL ALPHABET INC — 4.52% ($9.75M)
- LOW LOWE'S COMPANIES INC — 3.94% ($8.49M)
- VRTX VERTEX PHARMACEUTICALS INC — 3.07% ($6.62M)
- SCHW CHARLES SCHWAB CORP (THE) — 2.63% ($5.68M)
- JCI JOHNSON CONTROLS INTERNATIONAL PLC — 2.32% ($5.00M)
- WSM WILLIAMS SONOMA INC — 2.25% ($4.86M)
- SHEL SHELL PLC — 2.06% ($4.45M)
- DE DEERE & COMPANY — 1.96% ($4.23M)
- V VISA INC — 1.66% ($3.59M)
- SPG SIMON PROPERTY GROUP INC — 1.57% ($3.38M)
- NVS NOVARTIS AG — 1.42% ($3.07M)
- BLK BLACKROCK INC — 1.42% ($3.06M)
- TMO THERMO FISHER SCIENTIFIC INC — 1.14% ($2.46M)
- LEN LENNAR CORP — 0.67% ($1.44M)
- BX BLACKSTONE INC — 0.66% ($1.43M)
What are MEFOX's top 10 holdings?
AVGO (12.2%), AAPL (8.1%), AMAT (7.4%), URI (7.3%), MSFT (6.3%), GOOG (6.1%), BRK.B (5.5%), ALLSPRING FUNDS TRUST (5.4%), NVDA (5.3%), AMZN (5.2%).
How many stocks are in MEFOX?
MEEHAN FOCUS FUND reported 26 holdings as of May 31, 2026.