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| |
FMI Large Cap Fund | FMIHXMutual Fund | |
| FMI Large Cap Fund | |
| Last update 2025-06-18 | 28 Stocks (0 new) |
| Value $1.41 Bil | Turnover 3 % |
FMI Large Cap Fund 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHW | Charles Schwab Corp | 1,175,000 | 91,979.0 | -4.47% | 6.540 | -0.28% | 0.060 | +23.08% | +25.56% | 167,742.7 | Capital Markets | |
BRK.B | Berkshire Hathaway Inc | 165,000 | 87,875.7 | -5.71% | 6.250 | -0.31% | 0.010 | -8.15% | +5.65% | 1,032,659.6 | Insurance | |
BKNG | Booking Holdings Inc | 16,000 | 73,710.6 | -5.88% | 5.240 | -0.34% | 0.050 | +22.99% | +14.51% | 184,439.9 | Travel & Leisure | |
ARMK | Aramark | 1,890,000 | 65,242.8 | +3.00% | 4.640 | +0.14% | 0.720 | +26.86% | +15.82% | 11,263.8 | Business Services | |
SONY | Sony Group Corp | 2,525,000 | 64,109.8 | -6.48% | 4.560 | -0.25% | 0.040 | +9.58% | +19.28% | 151,085.7 | Hardware | |
FERG | Ferguson Enterprises Inc | 400,000 | 64,092.0 | +3.90% | 4.560 | +0.17% | 0.200 | +36.62% | +30.22% | 44,953.8 | Industrial Distribution | |
PGR | Progressive Corp | 220,000 | 62,262.2 | -4.35% | 4.430 | -0.16% | 0.040 | -7.26% | +6.60% | 146,796.3 | Insurance | |
UNH | UnitedHealth Group Inc | 118,000 | 61,802.5 | +9.26% | 4.400 | +0.37% | 0.010 | -47.27% | -39.44% | 274,781.9 | Healthcare Plans | |
AVY | Avery Dennison Corp | 330,000 | 58,730.1 | -5.71% | 4.180 | -0.25% | 0.420 | +9.25% | -0.93% | 14,346.8 | Packaging & Containers | |
CARR | Carrier Global Corp | 925,000 | 58,645.0 | +10.12% | 4.170 | +0.38% | 0.110 | +25.28% | +11.54% | 65,061.2 | Construction |
FMI Large Cap Fund's Historical Top Holdings Breakdowns
FMI Large Cap 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MU | Micron Technology Inc | 2025-03-31 | Sold Out Sold Out | -2.17% | 86.89 ($96.05) 109.38 | $122.24 | 27.27% | Sold Out | 0 | -380,000 | |
TJX | TJX Companies Inc | 2025-03-31 | Sold Out Sold Out | -1.52% | 112.81 ($121.39) 126.16 | $125.45 | 3.34% | Sold Out | 0 | -185,000 | |
SLB | Schlumberger Ltd | 2025-03-31 | Add Add | +0.98% | 38.4 ($40.98) 43.74 | $36.25 | -11.54% | Add 70.21% | 800,000 | 330,000 | |
BLK | BlackRock Inc | 2025-03-31 | Reduce Reduce | -0.97% | 900.46 ($980.1) 1075.5 | $1,088.75 | 11.09% | Reduce -38.89% | 22,000 | -14,000 | |
PHG | Koninklijke Philips NV | 2025-03-31 | Add Add | +0.51% | 24.92 ($26.45) 28.61 | $24.13 | -8.77% | Add 17.65% | 1,900,000 | 285,000 | |
MCHP | Microchip Technology Inc | 2025-03-31 | Add Add | +0.43% | 48.41 ($55.72) 64.3 | $74.68 | 34.03% | Add 23.81% | 650,000 | 125,000 | |
CARR | Carrier Global Corp | 2025-03-31 | Add Add | +0.38% | 62.07 ($66.44) 70.55 | $75.89 | 14.22% | Add 10.12% | 925,000 | 85,000 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.37% | 461.52 ($511.2) 548.18 | $302.91 | -40.75% | Add 9.26% | 118,000 | 10,000 | |
BKNG | Booking Holdings Inc | 2025-03-31 | Reduce Reduce | -0.34% | 4295.4 ($4781.72) 5141.88 | $5,668.04 | 18.54% | Reduce -5.88% | 16,000 | -1,000 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.31% | 442.66 ($486.15) 534.52 | $478.91 | -1.49% | Reduce -5.71% | 165,000 | -10,000 |
FMI Large Cap Fund Total Holding History ($B)
FMI Large Cap Fund's Asset Allocation
FMI Large Cap Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FMI Large Cap Fund's Hypothetical Growth since 2025-03-31
FMI Large Cap Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FMI Large Cap Fund's Holdings Heat Map
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FMI Large Cap Fund's Holdings Bubble Chart
FMI Large Cap Fund News
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