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Acclivity Mid Cap Multi-Style Fund | AXMNX

Mutual Fund
NORTHERN LIGHTS FUND TRUST II
Last update 2025-06-23 315 Stocks (62 new)
Value $6.00 Mil Turnover 34 %
Countries:
Top Holdings: WRB(1.07%)L(0.96%)PFG(0.94%)UAL(0.91%)FNF(0.90%)
Summary Stock Picks Current Portfolio
Acclivity Mid Cap Multi-Style ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WRB
WR Berkley Corp
848
60.3
New Holding
1.070
+1.07%
0.000
+1.44%
+18.80%
26,130.0
Insurance
L
Loews Corp
593
54.5
+7.23%
0.960
+0.06%
0.000
+7.05%
+7.12%
18,996.4
Insurance
PFG
Principal Financial Group Inc
632
53.3
0%
0.940
0%
0.000
+11.78%
+5.80%
18,018.2
Asset Management
UAL
United Airlines Holdings Inc
744
51.4
New Holding
0.910
+0.91%
0.000
+33.67%
-9.69%
28,639.6
Transportation
FNF
Fidelity National Financial Inc
786
51.1
0%
0.900
0%
0.000
-11.17%
-4.35%
14,501.0
Insurance
UNM
Unum Group
610
49.7
0%
0.880
0%
0.000
+6.92%
+10.80%
14,073.2
Insurance
CINF
Cincinnati Financial Corp
328
48.5
+1,266.67%
0.860
+0.80%
0.000
+13.13%
+3.82%
23,040.7
Insurance
SYF
Synchrony Financial
903
47.8
+860.64%
0.850
+0.76%
0.000
+53.92%
+9.63%
26,878.2
Credit Services
DTE
DTE Energy Co
341
47.1
New Holding
0.830
+0.83%
0.000
+3.97%
+12.68%
27,782.2
Utilities - Regulated
MKL
Markel Group Inc
25
46.7
+25.00%
0.830
+0.17%
0.000
+11.62%
+14.54%
25,080.2
Insurance

Acclivity Mid Cap Multi-Style Fund's Historical Top Holdings Breakdowns

Acclivity Mid Cap Multi-Style Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WRB
WR Berkley Corp
2025-03-31
New Buy
New Buy
+1.07%
●
56.7 ($61.28) 71.27
$68.88
12.40%
New holding
848
848
UAL
United Airlines Holdings Inc
2025-03-31
New Buy
New Buy
+0.91%
●
69.05 ($94.43) 110.52
$87.69
-7.14%
New holding
744
744
DTE
DTE Energy Co
2025-03-31
New Buy
New Buy
+0.83%
●
117.6 ($127.6) 138.27
$133.88
4.92%
New holding
341
341
CINF
Cincinnati Financial Corp
2025-03-31
Add
Add
+0.80%
●
133.67 ($140.75) 147.81
$147.41
4.73%
Add 1266.67%
328
304
SYF
Synchrony Financial
2025-03-31
Add
Add
+0.76%
●
51.9 ($61.84) 70.63
$70.61
14.18%
Add 860.64%
903
809
PHM
PulteGroup Inc
2025-03-31
New Buy
New Buy
+0.73%
●
101.09 ($108.01) 118.51
$114.27
5.80%
New holding
400
400
HAL
Halliburton Co
2025-03-31
New Buy
New Buy
+0.70%
●
24.15 ($26.29) 29.9
$23.08
-12.21%
New holding
1,566
1,566
MTB
M&T Bank Corp
2025-03-31
New Buy
New Buy
+0.65%
●
170.47 ($189.66) 201.98
$201.91
6.46%
New holding
207
207
CNC
Centene Corp
2025-03-31
New Buy
New Buy
+0.64%
●
55.93 ($60.43) 65.89
$31.44
-47.97%
New holding
600
600
ANSS
Ansys Inc
2025-03-31
New Buy
New Buy
+0.63%
●
316.56 ($335.47) 360.36
$374.52
11.64%
New holding
112
112

Acclivity Mid Cap Multi-Style Fund Total Holding History ($B)

To

Acclivity Mid Cap Multi-Style Fund's Asset Allocation

To

Acclivity Mid Cap Multi-Style Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Acclivity Mid Cap Multi-Style Fund's Hypothetical Growth since 2025-03-31

Acclivity Mid Cap Multi-Style Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Acclivity Mid Cap Multi-Style Fund's Holdings Heat Map

Size field:

Acclivity Mid Cap Multi-Style Fund's Holdings Bubble Chart

Acclivity Mid Cap Multi-Style Fund News

  • 1

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