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MUHLENKAMP FUND (MUHLX)

TOP 20 HOLDINGS

TOP 20 HOLDINGS

AS OF 12/31/2023

For a printer-friendly version of the Average Annual Returns, the Top 20 Holdings, and other Fund data, view the Quarterly Fund Fact Sheet.    Visit our Reports page for our Total Portfolio Holdings.

 

INDUSTRY
% OF NET ASSETS
INDUSTRY % OF PORTFOLIO
Rush Enterprises, Inc. - Class A
Trading Companies & Distributors
6.11%
8.5
McKesson Corporation
Health Care Providers & Services
5.45%
10.6
Broadcom, Inc.
Semiconductors & Semiconductor Equipment
4.98%
7.8
EQT Corporation
Oil, Gas & Consumable Fuels
4.82%
8.7
Schlumberger Ltd.
Energy Equipment & Services
4.56%
6.4
Berkshire Hathaway, Inc. - Class B
Diversified Financial Services
3.89%
3.9
NMI Holdings, Inc.
Thrifts & Mortgage Finance
3.88%
3.9
Occidental Petroleum Corp.
Oil, Gas & Consumable Fuels
3.85%
8.7
UnitedHealth Group, Inc.
Health Care Providers & Services
3.72%
10.6
Kirby Corporation
Marine
3.69%
3.7
Dow, Inc.
Chemicals
3.46%
3.5
BCG Group, Inc.
Capital Markets
3.40%
3.4
Microsoft Corporation
Software
3.27%
3.3
Alerian MLP
Exchange Traded Funds
3.21%
3.2
Apple, Inc.
Technology Hardware, Storage & Peripherals
2.98%
2.8
Tenga, Inc.
Media
2.86%
2.9
Microchip Technology, Inc.
Semiconductors & Semiconductor Equipment
2.81%
7.8
MasTec, Inc.
Technology Hardware & Equipment
2.76%
2.8
Pulte Group, Inc.
Household Durables
2.56%
4.6
United Rentals, Inc.
Trading Companies & Distributors
2.36%
8.5

Fund holdings are subject to change and are not recommendations to buy or sell any security.