BNY MELLON APPRECIATION FUND, INC.
About this Fund
BNY Mellon Appreciation Fund, Inc. is a leading mutual fund company that specializes in providing a diverse range of investment solutions to meet the evolving needs of its clients. As a prominent player in the asset management industry, the company offers a comprehensive suite of mutual funds that cater to various investor preferences and risk tolerance levels. The fund's investment portfolio comprises a mix of equity, debt, and hybrid funds, carefully crafted to provide investors with a balanced and diversified exposure to different asset classes. By leveraging its expertise in wealth management and investment strategy, BNY Mellon Appreciation Fund, Inc. enables investors to achieve their long-term financial goals through a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investment approach is centered around a rigorous research-driven process, which involves a thorough analysis of market trends, economic indicators, and company-specific factors to identify potential growth opportunities. With a strong focus on delivering consistent returns and minimizing risk, the fund's experienced portfolio managers employ a disciplined approach to asset allocation, ensuring that each investment is carefully evaluated and monitored to optimize performance. BNY Mellon Appreciation Fund, Inc. is committed to providing its investors with a high level of transparency and accountability, keeping them informed about their investments through regular updates and detailed reports. The company's investor-centric approach has earned it a reputation as a trusted and reliable partner in the mutual fund industry, with a loyal client base that appreciates its dedication to delivering exceptional investment results and outstanding customer service. As a subsidiary of The Bank of New York Mellon Corporation, one of the world's leading asset management and securities services companies, BNY Mellon Appreciation Fund, Inc. benefits from its parent company's extensive resources and expertise, which enables it to stay at the forefront of the mutual fund industry. With a long history of managing investments on behalf of individual and institutional clients, the company has developed a deep understanding of the complex needs of its investors and has established a robust infrastructure to support its investment operations. By combining its investment expertise with a strong commitment to risk management and regulatory compliance, BNY Mellon Appreciation Fund, Inc. has established itself as a trusted and respected name in the mutual fund industry, providing investors with a reliable and efficient way to achieve their investment objectives and build long-term wealth. The company's strong track record of performance, combined with its unwavering focus on investor satisfaction, has earned it the trust and loyalty of its clients, who appreciate its dedication to delivering exceptional investment results and outstanding service.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
3.04%
|
$60.15 | 171,495 |
| 2 | ISRG Intuitive Surgical Inc Since 2026-05-10 | 46120E602 | Equity (Common) |
2.35%
|
$46.34 | 81,830 |
| 3 | CSGP CoStar Group Inc Since 2026-05-10 | 22160N109 | Equity (Common) |
0.99%
|
$19.53 | 290,475 |
| 4 | AZN AstraZeneca PLC Since 2026-05-10 | 046353108 | Equity (Common) |
1.49%
|
$29.42 | 320,045 |
| 5 | VRSK Verisk Analytics Inc Since 2026-05-10 | 92345Y106 | Equity (Common) |
0.54%
|
$10.74 | 47,995 |
| 6 | ICE Intercontinental Exchange Inc Since 2026-05-10 | 45866F104 | Equity (Common) |
1.33%
|
$26.34 | 162,610 |
| 7 | INTU Intuit Inc Since 2026-05-10 | 461202103 | Equity (Common) |
2.75%
|
$54.32 | 82,000 |
| 8 | ADP Automatic Data Processing Inc Since 2026-05-10 | 053015103 | Equity (Common) |
0.79%
|
$15.67 | 60,925 |
| 9 | CME CME Group Inc Since 2026-05-10 | 12572Q105 | Equity (Common) |
1.00%
|
$19.70 | 72,160 |
| 10 | ABT Abbott Laboratories Since 2026-05-10 | 002824100 | Equity (Common) |
1.44%
|
$28.50 | 227,470 |
| 11 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
4.33%
|
$85.61 | 129,690 |
| 12 | NOW ServiceNow Inc Since 2026-05-10 | 81762P102 | Equity (Common) |
1.82%
|
$35.92 | 234,475 |
| 13 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
6.24%
|
$123.34 | 453,700 |
| 14 | SPGI S&P Global Inc Since 2026-05-10 | 78409V104 | Equity (Common) |
2.37%
|
$46.85 | 89,657 |
| 15 | ABBV AbbVie Inc Since 2026-05-10 | 00287Y109 | Equity (Common) |
0.40%
|
$8.00 | 35,000 |
| 16 | BLK Blackrock Inc Since 2026-05-10 | 09290D101 | Equity (Common) |
2.42%
|
$47.84 | 44,700 |
| 17 | GOOG Alphabet Inc Since 2026-05-10 | 02079K107 | Equity (Common) |
7.45%
|
$147.12 | 468,820 |
| 18 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
6.30%
|
$124.40 | 538,955 |