MF

Meehan Focus Fund | MEFOX

Mutual Fund
Ultimus Managers Trust
Last update 2025-04-25 25 Stocks (1 new)
Value $148.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(9.10%)BRK.B(8.63%)AVGO(8.10%)MSFT(8.07%)URI(6.84%)
Summary Stock Picks Current Portfolio
Meehan Focus Fund Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
55,645
13,457.2
-9.95%
9.100
-0.93%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
BRK.B
Berkshire Hathaway Inc
24,850
12,768.7
-4.61%
8.630
-0.37%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
AVGO
Broadcom Inc
60,090
11,983.8
-3.78%
8.100
-0.24%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
MSFT
Microsoft Corp
30,060
11,933.5
-10.16%
8.070
-0.91%
0.000
+38.00%
+20.34%
3,755,441.4
Software
URI
United Rentals Inc
15,750
10,116.5
-7.62%
6.840
-0.71%
0.020
+37.97%
+12.84%
51,416.8
Business Services
LOW
Lowe's Companies Inc
39,600
9,846.1
-4.88%
6.650
-0.35%
0.010
+4.09%
-7.20%
127,124.1
Retail - Cyclical
AMZN
Amazon.com Inc
41,435
8,795.8
0%
5.940
0%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
VRTX
Vertex Pharmaceuticals Inc
14,800
7,100.9
0%
4.800
0%
0.010
-4.15%
+16.74%
120,728.1
Biotechnology
NVDA
NVIDIA Corp
54,600
6,820.6
0%
4.610
0%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
GOOG
Alphabet Inc
34,830
5,998.4
0%
4.050
0%
0.000
+24.98%
+1.11%
2,326,066.7
Interactive Media

Meehan Focus Fund's Historical Top Holdings Breakdowns

Meehan Focus 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
AAPL
Apple Inc
2025-02-28
Reduce
Reduce
-0.93%
●
222.64 ($240.93) 259.02
$214.40
-11.01%
Reduce -9.95%
55,645
-6,150
MSFT
Microsoft Corp
2025-02-28
Reduce
Reduce
-0.91%
●
392.53 ($425.78) 454.46
$505.27
18.67%
Reduce -10.16%
30,060
-3,400
URI
United Rentals Inc
2025-02-28
Reduce
Reduce
-0.71%
●
632 ($742.74) 869.02
$791.04
6.50%
Reduce -7.62%
15,750
-1,300
GOOGL
Alphabet Inc
2025-02-28
Reduce
Reduce
-0.46%
●
168.5 ($188.53) 206.38
$191.34
1.49%
Reduce -14.25%
25,640
-4,260
BRK.B
Berkshire Hathaway Inc
2025-02-28
Reduce
Reduce
-0.37%
●
442.66 ($467.18) 513.83
$478.13
2.34%
Reduce -4.61%
24,850
-1,200
LOW
Lowe's Companies Inc
2025-02-28
Reduce
Reduce
-0.35%
●
237.08 ($255.77) 274.39
$226.83
-11.31%
Reduce -4.88%
39,600
-2,030
WSM
Williams-Sonoma Inc
2025-02-28
Reduce
Reduce
-0.33%
●
172.02 ($197.95) 217.71
$178.61
-9.77%
Reduce -11.17%
23,860
-3,000
AVGO
Broadcom Inc
2025-02-28
Reduce
Reduce
-0.24%
●
162.08 ($218.2) 250
$278.59
27.68%
Reduce -3.78%
60,090
-2,360
MRP
Millrose Properties Inc
2025-02-28
New Buy
New Buy
+0.12%
●
21.79 ($23.07) 26.74
$31.22
35.33%
New holding
8,000
8,000
MSFT
Microsoft Corp
2024-11-30
Reduce
Reduce
-0.49%
●
401.7 ($420.92) 438.69
$505.27
20.04%
Reduce -4.94%
33,460
-1,740

Meehan Focus Fund Total Holding History ($B)

To

Meehan Focus Fund's Asset Allocation

To

Meehan Focus Fund Past Portfolios

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

Top Ranked Articles

  • 1

Meehan Focus Fund's Hypothetical Growth since 2025-02-28

Meehan Focus Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Meehan Focus Fund's Holdings Heat Map

Size field:

Meehan Focus Fund's Holdings Bubble Chart

Meehan Focus Fund News

  • 1

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