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BEXIL INVESTMENT TRUST

CIK: 0001059213 BXSY Equity
Report date: 2026-02-24
AUM $306M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

16 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
6.72%
$20.56 65,700
2 AZO Autozone, Inc. Since 2026-05-10 053332102 Equity (Common)
6.70%
$20.52 6,050
3 YOU Clear Secure Inc Since 2026-05-10 18467V109 Equity (Common)
3.15%
$9.65 275,054
4 IBKR Interactive Brokers Group Inc Since 2026-05-10 45841N107 Equity (Common)
6.39%
$19.55 304,000
5 LPLA LPL Financial Holdings Inc. Since 2026-05-10 50212V100 Equity (Common)
5.42%
$16.61 46,500
6 LRCX Lam Research Corporation Since 2026-05-10 512807306 Equity (Common)
5.42%
$16.60 97,000
7 MTDR Matador Resources Company Since 2026-05-10 576485205 Equity (Common)
1.52%
$4.67 110,000
8 MLI Mueller Industries Inc. Since 2026-05-10 624756102 Equity (Common)
6.05%
$18.53 161,400
9 NMIH NMI Holdings Inc Since 2026-05-10 629209305 Equity (Common)
5.05%
$15.47 379,226
10 NVR NVR Inc Since 2026-05-10 62944T105 Equity (Common)
2.49%
$7.62 1,045
11 PYPL Paypal Holdings Inc. Since 2026-05-10 70450Y103 Equity (Common)
2.48%
$7.59 130,000
12 PGR The Progressive Corporation Since 2026-05-10 743315103 Equity (Common)
4.46%
$13.66 60,000
13 STLD Steel Dynamics, Inc. Since 2026-05-10 858119100 Equity (Common)
8.86%
$27.11 160,000
14 URI United Rentals, Inc. Since 2026-05-10 911363109 Equity (Common)
3.83%
$11.73 14,500
15 WSM Williams-Sonoma Inc. Since 2026-05-10 969904101 Equity (Common)
5.60%
$17.14 96,000
16 ESNT Essent Group Ltd. Since 2026-05-10 G3198U102 Equity (Common)
4.25%
$13.00 200,000