Holdings of the Fund as of 4/1/2025
Total Number of Holdings (excluding cash): 40
Swiss Re AG |
SREN.SW |
H8431B109 |
Financials |
16,887 |
$2,905,886.84 |
4.60% |
Novartis AG |
NOVN.SW |
H5820Q150 |
Health Care |
24,978 |
$2,781,237.03 |
4.41% |
Holcim Limited |
HOLN.SW |
H3816Q102 |
Materials |
25,361 |
$2,744,692.73 |
4.35% |
Swissquote Group Holding SA (Registered) |
SQN.SE |
H8403Y103 |
Financials |
6,366 |
$2,738,266.59 |
4.34% |
BKW AG |
BKW.SW |
H10053108 |
Utilities |
14,750 |
$2,611,580.06 |
4.14% |
Julius Baer Group Ltd. |
BAER.SW |
H4414N103 |
Financials |
37,769 |
$2,585,162.47 |
4.10% |
Helvetia Holding AG |
HELN.SW |
H3701P102 |
Financials |
11,864 |
$2,479,105.53 |
3.93% |
Adecco Group AG |
ADEN.SW |
H00392318 |
Industrials |
79,267 |
$2,423,119.04 |
3.84% |
Zurich Insurance Group AG |
ZURN.SW |
H9870Y105 |
Financials |
3,290 |
$2,316,660.88 |
3.67% |
The Swatch Group AG (Bearer) |
UHR.SW |
H83949141 |
Consumer Discretionary |
13,427 |
$2,267,962.00 |
3.59% |
Accelleron Industries AG |
ACLN.SW |
H0029X106 |
Industrials |
47,442 |
$2,208,128.07 |
3.50% |
Swisscom AG |
SCMN.SW |
H8398N104 |
Communication Services |
3,513 |
$2,036,896.69 |
3.23% |
Sandoz Group AG |
SDZ.SW |
H7140B103 |
Health Care |
47,684 |
$1,964,220.95 |
3.11% |
Flughafen Zurich AG |
FHZN.SW |
H26552135 |
Industrials |
8,145 |
$1,942,489.49 |
3.08% |
Georg Fischer AG |
GF.SW |
H26091274 |
Industrials |
25,818 |
$1,867,927.98 |
2.96% |
SFS Group AG |
SFSN.SW |
H7482F118 |
Industrials |
14,112 |
$1,794,534.70 |
2.84% |
VZ Holding AG |
VZN.SW |
H9239A111 |
Financials |
9,231 |
$1,769,127.52 |
2.80% |
Emmi AG (Registered) |
EMMN.SW |
H2217C100 |
Consumer Staples |
1,806 |
$1,655,006.67 |
2.62% |
Alcon Inc. |
ALC.SW |
H01301128 |
Health Care |
17,286 |
$1,609,892.41 |
2.55% |
Avolta AG |
AVOL.SW |
H2082J107 |
Consumer Discretionary |
36,580 |
$1,594,141.83 |
2.53% |
Lonza Group AG (Registered) |
LONN.SW |
H50524133 |
Health Care |
2,481 |
$1,520,205.86 |
2.41% |
EFG International AG |
EFGN.SW |
H2078C108 |
Financials |
101,012 |
$1,501,638.23 |
2.38% |
UBS Group AG |
UBSG.SW |
H42097107 |
Financials |
47,938 |
$1,453,488.78 |
2.30% |
SIG Group AG |
SIGN.SE |
H76406117 |
Materials |
74,346 |
$1,384,472.77 |
2.19% |
Nestle S.A. (Registered) |
NESN.SW |
H57312649 |
Consumer Staples |
11,835 |
$1,207,199.77 |
1.91% |
Sulzer AG |
SUN.SW |
H83580284 |
Industrials |
6,765 |
$1,149,568.13 |
1.82% |
Baloise Holding AG |
BALN.SW |
H04530202 |
Financials |
5,400 |
$1,145,491.87 |
1.81% |
DKSH Holding Ltd. |
DKSH.SW |
H2012M121 |
Industrials |
13,168 |
$1,013,037.94 |
1.61% |
Logitech International S.A. |
LOGN.SW |
H50430232 |
Information Technology |
11,810 |
$1,007,170.54 |
1.60% |
Kuehne + Nagel International AG (Registered) |
KNIN.SW |
H4673L145 |
Industrials |
4,265 |
$979,999.70 |
1.55% |
Barry Callebaut AG (Registered) |
BARN.SW |
H05072105 |
Consumer Staples |
736 |
$950,913.25 |
1.51% |
Belimo Holding AG |
BEAN.SE |
H07171129 |
Industrials |
1,478 |
$922,182.62 |
1.46% |
Banque Cantonale Vaudois (BCV) (Registered) |
BCVN.SW |
H04825354 |
Financials |
5,307 |
$582,695.43 |
0.92% |
Swiss Life Holding AG (Registered) |
SLHN.SW |
H8404J162 |
Financials |
633 |
$579,217.71 |
0.92% |
Roche Holding AG |
ROG.SW |
H69293217 |
Health Care |
1,734 |
$573,618.91 |
0.91% |
Schindler Holding AG (Participation Certificate) |
SCHP.SW |
H7258G209 |
Industrials |
1,770 |
$554,289.09 |
0.88% |
Temenos AG (Registered) |
TEMN.SW |
H8547Q107 |
Information Technology |
6,913 |
$554,119.45 |
0.88% |
PSP Swiss Property AG |
PSPN.SW |
H64687124 |
Real Estate |
3,438 |
$541,429.71 |
0.86% |
SGS S.A. |
SGSN.SW |
H63838116 |
Industrials |
4,876 |
$492,951.10 |
0.78% |
Siegfried Holding AG (Registered) |
SFZN.SW |
H75942153 |
Health Care |
449 |
$456,670.56 |
0.72% |
US Dollar |
$USD |
|
Other |
215,136 |
$215,136.47 |
0.34% |
Swiss Franc |
$CHF |
|
Other |
30,945 |
$35,021.28 |
0.06% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
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