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Gabelli SRI Fund, Inc.

CIK: 0001391839 Equity
Report date: 2026-06-01
AUM $21M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-01

Holdings

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

68 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 NEE NextEra Energy Inc Since 2026-07-07 65339F101 Equity (Common)
2.45%
$0.51 5,500
2 CHD Church & Dwight Co Inc. Since 2026-07-07 171340102 Equity (Common)
0.89%
$0.19 2,000
3 NDAQ Nasdaq Inc Since 2026-07-07 631103108 Equity (Common)
0.39%
$0.08 960
4 PANW Palo Alto Networks Inc Since 2026-07-07 697435105 Equity (Common)
0.33%
$0.07 430
5 SRE Sempra Since 2026-07-07 816851109 Equity (Common)
0.49%
$0.10 1,060
6 CAT Caterpillar Inc Since 2026-07-07 149123101 Equity (Common)
0.41%
$0.09 120
7 SPB Spectrum Brands Holdings Inc. Since 2026-07-07 84790A105 Equity (Common)
1.41%
$0.29 4,000
8 WM Waste Management, Inc. Since 2026-07-07 94106L109 Equity (Common)
1.73%
$0.36 1,570
9 FAF First American Financial Corporation Since 2026-07-07 31847R102 Equity (Common)
1.16%
$0.24 4,000
10 HSIC Henry Schein, Inc. Since 2026-07-07 806407102 Equity (Common)
0.71%
$0.15 2,000
11 RPRX Royalty Pharma PLC Since 2026-07-07 Equity (Common)
0.33%
$0.07 1,415
12 UNP Union Pacific Corporation Since 2026-07-07 907818108 Equity (Common)
0.27%
$0.06 230
13 FLEX FLEX LTD Since 2026-07-07 Equity (Common)
0.16%
$0.03 500
14 SNOW Snowflake Inc Since 2026-07-07 833445109 Equity (Common)
0.26%
$0.06 365
15 XYL Xylem, Inc. Since 2026-07-07 98419M100 Equity (Common)
3.16%
$0.66 5,515
16 ALLY Ally Financial Inc. Since 2026-07-07 02005N100 Equity (Common)
0.83%
$0.17 4,435
17 GOOG Alphabet Inc. Since 2026-07-07 02079K305 Equity (Common)
1.36%
$0.28 990
18 MRK Merck & Co., Inc Since 2026-07-07 58933Y105 Equity (Common)
0.53%
$0.11 925
19 KMB Kimberly-Clark Corporation Since 2026-07-07 494368103 Equity (Common)
0.31%
$0.07 680
20 SKY CHAMPION HOMES INC Since 2026-07-07 830830105 Equity (Common)
0.53%
$0.11 1,500
21 LRCX Lam Research Corporation Since 2026-07-07 512807306 Equity (Common)
0.37%
$0.08 360
22 BATRK Atlanta Braves Holdings Inc Since 2026-07-07 047726302 Equity (Common)
1.43%
$0.30 7,000
23 TRST Trustco Bank Corp NY Since 2026-07-07 898349204 Equity (Common)
1.24%
$0.26 5,925
24 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
0.42%
$0.09 285
25 ECL Ecolab Inc. Since 2026-07-07 278865100 Equity (Common)
0.83%
$0.17 650
26 ACA Arcosa Inc Since 2026-07-07 039653100 Equity (Common)
0.76%
$0.16 1,500
27 MDLN Medline Inc. Since 2026-07-07 58507V107 Equity (Common)
0.15%
$0.03 700
28 MSGS MADISON SQUARE GARDEN SPORTS CORP Since 2026-07-07 55825T103 Equity (Common)
2.06%
$0.43 1,340
29 ICE Intercontinental Exchange Inc Since 2026-07-07 45866F104 Equity (Common)
0.29%
$0.06 385
30 AEG AEGON LTD Since 2026-07-07 Equity (Common)
0.78%
$0.16 22,730
31 AXS AXIS Capital Holdings Limited Since 2026-07-07 Equity (Common)
0.39%
$0.08 800
32 HRI Herc Holdings Inc Since 2026-07-07 42704L104 Equity (Common)
0.27%
$0.06 565
33 SPGI S&P Global Inc Since 2026-07-07 78409V104 Equity (Common)
1.63%
$0.34 800
34 REZI Resideo Technologies Inc Since 2026-07-07 76118Y104 Equity (Common)
0.57%
$0.12 3,500
35 PEP Pepsico Inc Since 2026-07-07 713448108 Equity (Common)
0.22%
$0.05 300
36 SCHW The Charles Schwab Corporation Since 2026-07-07 808513105 Equity (Common)
0.39%
$0.08 860
37 ULS UL Solutions Inc. Since 2026-07-07 903731107 Equity (Common)
0.33%
$0.07 800
38 ETN Eaton Corporation PLC Since 2026-07-07 Equity (Common)
0.40%
$0.08 235
39 CMCSA Comcast Corporation Since 2026-07-07 20030N101 Equity (Common)
0.78%
$0.16 5,650
40 MWA Mueller Water Products, Inc. Since 2026-07-07 624758108 Equity (Common)
1.32%
$0.28 10,000
41 DHIL Diamond Hill Investment Group Inc. Since 2026-07-07 25264R207 Equity (Common)
0.21%
$0.04 251
42 MA MasterCard Incorporated Since 2026-07-07 57636Q104 Equity (Common)
0.38%
$0.08 160
43 CI The Cigna Group Since 2026-07-07 125523100 Equity (Common)
0.43%
$0.09 340
44 JCI Johnson Controls International PLC Since 2026-07-07 Equity (Common)
0.39%
$0.08 615
45 REGN Regeneron Pharmaceuticals, Inc. Since 2026-07-07 75886F107 Equity (Common)
0.43%
$0.09 117
46 V Visa Inc Since 2026-07-07 92826C839 Equity (Common)
0.87%
$0.18 600
47 Q Qnity Electronics Inc. Since 2026-07-07 74743L100 Equity (Common)
0.24%
$0.05 430
48 AXP American Express Company Since 2026-07-07 025816109 Equity (Common)
1.81%
$0.38 1,250
49 ROK Rockwell Automation, Inc. Since 2026-07-07 773903109 Equity (Common)
0.41%
$0.09 240
50 CSCO Cisco Systems, Inc. Since 2026-07-07 17275R102 Equity (Common)
0.53%
$0.11 1,430
51 MS Morgan Stanley Since 2026-07-07 617446448 Equity (Common)
0.40%
$0.08 505
52 VSNT VERSANT MEDIA GROUP INC Since 2026-07-07 925283103 Equity (Common)
0.46%
$0.10 2,580
53 ORI Old Republic International Corporation Since 2026-07-07 680223104 Equity (Common)
0.64%
$0.13 3,370
54 WCN WASTE CONNECTIONS INC Since 2026-07-07 94106B101 Equity (Common)
1.56%
$0.33 2,000
55 WY Weyerhaeuser Company Since 2026-07-07 962166104 Equity (Common)
0.12%
$0.02 1,000
56 JHG Janus Henderson Group PLC Since 2026-07-07 Equity (Common)
0.28%
$0.06 1,150
57 AAPL Apple Inc. Since 2026-07-07 037833100 Equity (Common)
0.83%
$0.17 685
58 TJX The TJX Companies Inc. Since 2026-07-07 872540109 Equity (Common)
0.34%
$0.07 445
59 VRTX Vertex Pharmaceuticals Incorporated Since 2026-07-07 92532F100 Equity (Common)
0.31%
$0.07 145
60 FDX FedEx Corporation Since 2026-07-07 31428X106 Equity (Common)
0.40%
$0.08 235
61 VMI Valmont Industries, Inc. Since 2026-07-07 920253101 Equity (Common)
0.48%
$0.10 250
62 AMD Advanced Micro Devices Inc. Since 2026-07-07 007903107 Equity (Common)
0.23%
$0.05 237
63 C Citigroup Inc. Since 2026-07-07 172967424 Equity (Common)
1.92%
$0.40 3,540
64 HCA HCA Healthcare Inc Since 2026-07-07 40412C101 Equity (Common)
0.31%
$0.06 135
65 CVCO CAVCO INDUSTRIES INC Since 2026-07-07 149568107 Equity (Common)
1.32%
$0.28 570
66 MDLZ Mondelez International Inc. Since 2026-07-07 609207105 Equity (Common)
1.24%
$0.26 4,500
67 AMZN Amazon.com, Inc. Since 2026-07-07 023135106 Equity (Common)
0.52%
$0.11 525
68 NAGE Niagen Bioscience Inc. Since 2026-07-07 171077407 Equity (Common)
0.18%
$0.04 8,500
Frequently Asked Questions — Gabelli SRI Fund, Inc.
What type of mutual fund is Gabelli SRI Fund, Inc.?
Gabelli SRI Fund, Inc. is a SEC-registered Equity fund, with $21M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Gabelli SRI Fund, Inc. holds 68 portfolio positions, all detailed in the holdings table on this page.
What are Gabelli SRI Fund, Inc.'s assets under management (AUM)?
Gabelli SRI Fund, Inc. has $21M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Gabelli SRI Fund, Inc.'s top holdings?
According to Gabelli SRI Fund, Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include NextEra Energy Inc, Church & Dwight Co Inc., Nasdaq Inc , among others. The complete list of all 68 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Gabelli SRI Fund, Inc.'s expense ratio?
Expense ratio data for Gabelli SRI Fund, Inc. is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Gabelli SRI Fund, Inc.'s SEC filings?
Gabelli SRI Fund, Inc. is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001391839. You can access all of Gabelli SRI Fund, Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001391839). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Gabelli SRI Fund, Inc.'s holdings data on StockSifting?
Holdings data for Gabelli SRI Fund, Inc. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.