HL

Huber Large Cap Value Fund | HUDIX

Mutual Fund
Huber Large Cap Value Fund
Last update 2025-06-27 55 Stocks (1 new)
Value $16.00 Mil Turnover 11 %
Countries:
Top Holdings: LLY(11.34%)GLNG(8.52%)MSFT(6.48%)KBR(5.97%)C(5.52%)
Summary Stock Picks Current Portfolio
Huber Large Cap Value Fund Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LLY
Eli Lilly and Co
2,000
1,797.9
0%
11.340
0%
0.000
-3.48%
+3.87%
717,192.0
Drug Manufacturers
GLNG
Golar LNG Ltd
31,803
1,351.8
0%
8.520
0%
0.030
+3.40%
-2.69%
4,251.3
Oil & Gas
MSFT
Microsoft Corp
2,600
1,027.7
0%
6.480
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
KBR
KBR Inc
17,930
946.9
0%
5.970
0%
0.010
-7.85%
-17.41%
6,167.7
Construction
C
Citigroup Inc
12,800
875.3
0%
5.520
0%
0.000
+45.94%
+38.41%
176,708.0
Banks
BP
BP PLC
23,600
648.1
+280.65%
4.090
+3.02%
0.000
+16.22%
+14.03%
84,722.2
Oil & Gas
SHEL
Shell PLC
9,300
599.7
0%
3.780
0%
0.000
+14.00%
+18.65%
211,576.7
Oil & Gas
UPBD
Upbound Group Inc
29,732
591.7
+15.54%
3.730
+0.50%
0.050
+28.99%
-8.36%
1,497.7
Software
FHN
First Horizon Corp
25,292
457.3
0%
2.880
0%
0.000
+30.72%
+13.80%
11,483.0
Banks
PFE
Pfizer Inc
18,600
454.0
+416.67%
2.860
+2.31%
0.000
+15.43%
-0.98%
144,180.9
Drug Manufacturers

Huber Large Cap Value Fund's Historical Top Holdings Breakdowns

Huber Large Cap Value 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
BP
BP PLC
2025-04-30
Add
Add
+3.02%
●
26.11 ($31.69) 35.31
$32.71
3.22%
Add 280.65%
23,600
17,400
PFE
Pfizer Inc
2025-04-30
Add
Add
+2.31%
●
21.59 ($24.91) 26.74
$25.36
1.81%
Add 416.67%
18,600
15,000
FDX
FedEx Corp
2025-04-30
Reduce
Reduce
-2.00%
●
198.07 ($238.63) 268.46
$237.90
-0.31%
Reduce -80%
300
-1,200
THC
Tenet Healthcare Corp
2025-04-30
Add
Add
+1.26%
●
110.41 ($129.31) 144.98
$158.31
22.43%
Add 233.33%
2,000
1,400
BAC
Bank of America Corp
2025-04-30
Add
Add
+1.26%
●
34.39 ($41.85) 47.74
$48.14
15.03%
Add 94.34%
10,300
5,000
FCNCA
First Citizens BancShares Inc
2025-04-30
Add
Add
+1.12%
●
1561.69 ($1888.78) 2218.4
$2,158.23
14.27%
Add 200%
150
100
SJM
JM Smucker Co
2025-04-30
New Buy
New Buy
+1.03%
●
100.41 ($111.59) 118.52
$109.12
-2.21%
New holding
1,400
1,400
LYFT
Lyft Inc
2025-04-30
Reduce
Reduce
-0.80%
●
9.97 ($12.3) 15.12
$14.73
19.76%
Reduce -49.23%
9,694
-9,400
RF
Regions Financial Corp
2025-04-30
Sold Out
Sold Out
-0.78%
●
18.34 ($21.84) 24.66
$26.37
20.74%
Sold Out
0
-5,000
OLN
Olin Corp
2025-04-30
Add
Add
+0.68%
●
17.96 ($24.36) 29.29
$21.84
-10.34%
Add 100%
10,000
5,000

Huber Large Cap Value Fund Total Holding History ($B)

To

Huber Large Cap Value Fund's Asset Allocation

To

Huber Large Cap Value Fund Past Portfolios

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

Top Ranked Articles

  • 1

Huber Large Cap Value Fund's Hypothetical Growth since 2025-04-30

Huber Large Cap Value Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Huber Large Cap Value Fund's Holdings Heat Map

Size field:

Huber Large Cap Value Fund's Holdings Bubble Chart

Huber Large Cap Value Fund News

  • 1

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