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IVY FUNDS

CIK: 0000883622 Equity
Report date: 2026-02-26
AUM $3.7B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

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

29 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
1.71%
$63.53 507,056
2 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
1.89%
$70.33 2,831,243
3 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
1.26%
$47.06 81,210
4 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
1.01%
$37.72 402,287
5 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
2.03%
$75.47 293,690
6 ALLY Ally Financial Inc Since 2026-05-10 02005N100 Equity (Common)
1.42%
$53.05 1,171,245
7 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
1.65%
$61.32 231,487
8 BX Blackstone Inc Since 2026-05-10 09260D107 Equity (Common)
1.45%
$53.90 349,706
9 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
6.52%
$243.00 776,370
10 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
1.34%
$49.73 9,287
11 CMI Cummins Inc Since 2026-05-10 231021106 Equity (Common)
2.22%
$82.79 162,196
12 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.06%
$76.88 238,604
13 TEL TE Connectivity PLC Since 2026-05-10 Equity (Common)
0.86%
$31.89 140,182
14 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
3.70%
$137.85 597,230
15 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
2.64%
$98.47 284,520
16 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
1.28%
$47.78 389,279
17 CCK Crown Holdings Inc Since 2026-05-10 228368106 Equity (Common)
1.15%
$43.02 417,802
18 HWM Howmet Aerospace Inc Since 2026-05-10 443201108 Equity (Common)
3.44%
$127.97 624,201
19 LYV Live Nation Entertainment Inc Since 2026-05-10 538034109 Equity (Common)
0.74%
$27.49 192,893
20 KKR KKR & Co Inc Since 2026-05-10 48251W104 Equity (Common)
1.45%
$53.96 423,304
21 CME CME Group Inc Since 2026-05-10 12572Q105 Equity (Common)
2.19%
$81.61 298,853
22 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.63%
$60.73 92,006
23 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
4.98%
$185.33 681,721
24 AON Aon PLC Since 2026-05-10 Equity (Common)
1.12%
$41.82 118,516
25 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.25%
$46.43 578,372
26 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.75%
$27.89 122,058
27 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
1.01%
$37.75 176,260
28 AZO AutoZone Inc Since 2026-05-10 053332102 Equity (Common)
1.87%
$69.78 20,576
29 ACN Accenture PLC Since 2026-05-10 Equity (Common)
0.98%
$36.37 135,570