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MUNDOVAL FUNDS

CIK: 0001293530 Equity
Report date: 2026-02-18
AUM $28M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-18

Holdings

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

31 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ASML ASML Holding N.V. Since 2026-05-10 N07059210 Equity (Common)
1.15%
$0.32 300
2 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
11.19%
$3.13 10,000
3 GOOG Alphabet Inc. Since 2026-05-10 02079K107 Equity (Common)
11.22%
$3.14 10,000
4 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
0.49%
$0.14 600
5 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
5.83%
$1.63 6,000
6 AJG Arthur J. Gallagher & Co. Since 2026-05-10 363576109 Equity (Common)
0.74%
$0.21 800
7 AZN AstraZeneca PLC Since 2026-05-10 046353108 Equity (Common)
0.72%
$0.20 2,200
8 BAC Bank of America Corporation Since 2026-05-10 060505104 Equity (Common)
4.91%
$1.38 25,000
9 BLK Blackrock, Inc. Since 2026-05-10 09247X101 Equity (Common)
0.57%
$0.16 150
10 BR Broadridge Financial Solutions, Inc. Since 2026-05-10 11133T103 Equity (Common)
0.48%
$0.13 600
11 COF Capital One Financial Corporation Since 2026-05-10 14040H105 Equity (Common)
0.43%
$0.12 500
12 LNG Cheniere Energy, Inc. Since 2026-05-10 16411R208 Equity (Common)
1.04%
$0.29 1,500
13 CMCSA Comcast Corporation Since 2026-05-10 20030N101 Equity (Common)
0.75%
$0.21 7,000
14 COST Costco Wholesale Corporation Since 2026-05-10 22160K105 Equity (Common)
0.31%
$0.09 100
15 FISV Fiserv, Inc. Since 2026-05-10 337738108 Equity (Common)
0.84%
$0.23 3,500
16 HUM Humana Inc. Since 2026-05-10 444859102 Equity (Common)
0.64%
$0.18 700
17 IQV IQVIA Holdings Inc Since 2026-05-10 46266C105 Equity (Common)
1.05%
$0.29 1,300
18 LMT Lockheed Martin Corporation Since 2026-05-10 539830109 Equity (Common)
1.21%
$0.34 700
19 MPC Marathon Petroleum Corporation Since 2026-05-10 56585A102 Equity (Common)
0.58%
$0.16 1,000
20 MA MasterCard Incorporated Since 2026-05-10 57636Q104 Equity (Common)
10.20%
$2.85 5,000
21 MSFT Microsoft Corporation Since 2026-05-10 594918104 Equity (Common)
1.38%
$0.39 800
22 NKE NIKE, Inc. Since 2026-05-10 654106103 Equity (Common)
1.14%
$0.32 5,000
23 NOC Northrop Grumman Corporation Since 2026-05-10 666807102 Equity (Common)
1.63%
$0.46 800
24 NVO Novo Nordisk A/S Since 2026-05-10 670100205 Equity (Common)
2.73%
$0.76 15,000
25 SCHW The Charles Schwab Corporation Since 2026-05-10 808513105 Equity (Common)
0.89%
$0.25 2,500
26 HSY The Hershey Company Since 2026-05-10 427866108 Equity (Common)
2.93%
$0.82 4,500
27 TJX The TJX Companies, Inc. Since 2026-05-10 872540109 Equity (Common)
4.94%
$1.38 9,000
28 DIS The Walt Disney Company Since 2026-05-10 254687106 Equity (Common)
0.84%
$0.23 2,064
29 UNH UnitedHealth Group Incorporated Since 2026-05-10 91324P102 Equity (Common)
1.89%
$0.53 1,600
30 V Visa Inc. Since 2026-05-10 92826C839 Equity (Common)
1.25%
$0.35 1,000
31 ZTS Zoetis Inc. Since 2026-05-10 98978V103 Equity (Common)
0.67%
$0.19 1,500