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
-14.35%
-20.49%
2,970,586.4
Hardware
BRK.B 		Berkshire Hathaway Inc
24,850
12,768.7
-4.61%
8.630
-0.37%
0.000
+8.11%
+12.99%
1,105,821.3
Insurance
AVGO 		Broadcom Inc
60,090
11,983.8
-3.78%
8.100
-0.24%
0.000
-13.22%
-13.16%
943,775.1
Semiconductors
MSFT 		Microsoft Corp
30,060
11,933.5
-10.16%
8.070
-0.91%
0.000
+5.75%
+3.69%
3,241,852.7
Software
URI 		United Rentals Inc
15,750
10,116.5
-7.62%
6.840
-0.71%
0.020
-10.69%
-6.41%
42,751.8
Business Services
LOW 		Lowe's Companies Inc
39,600
9,846.1
-4.88%
6.650
-0.35%
0.010
-12.42%
-7.87%
126,040.2
Retail - Cyclical
AMZN 		Amazon.com Inc
41,435
8,795.8
0%
5.940
0%
0.000
-21.09%
-15.06%
1,978,357.3
Retail - Cyclical
VRTX 		Vertex Pharmaceuticals Inc
14,800
7,100.9
0%
4.800
0%
0.010
+2.41%
+24.21%
128,589.3
Biotechnology
NVDA 		NVIDIA Corp
54,600
6,820.6
0%
4.610
0%
0.000
-8.81%
-15.24%
2,777,208.0
Semiconductors
GOOG 		Alphabet Inc
34,830
5,998.4
0%
4.050
0%
0.000
-14.00%
-12.71%
2,002,692.1
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 Inc2025-02-28Reduce
-0.93%
●
222.64 ($240.93) 259.02
$198.89
-17.45%
Reduce -9.95%
55,645
-6,150
MSFT 		Microsoft Corp2025-02-28Reduce
-0.91%
●
392.53 ($425.78) 454.46
$436.17
2.44%
Reduce -10.16%
30,060
-3,400
URI 		United Rentals Inc2025-02-28Reduce
-0.71%
●
632 ($742.74) 869.02
$657.73
-11.45%
Reduce -7.62%
15,750
-1,300
GOOGL 		Alphabet Inc2025-02-28Reduce
-0.46%
●
168.5 ($188.53) 206.38
$164.21
-12.90%
Reduce -14.25%
25,640
-4,260
BRK.B 		Berkshire Hathaway Inc2025-02-28Reduce
-0.37%
●
442.66 ($467.18) 513.83
$512.15
9.63%
Reduce -4.61%
24,850
-1,200
LOW 		Lowe's Companies Inc2025-02-28Reduce
-0.35%
●
237.08 ($255.77) 274.39
$225.19
-11.96%
Reduce -4.88%
39,600
-2,030
WSM 		Williams-Sonoma Inc2025-02-28Reduce
-0.33%
●
172.02 ($197.95) 217.71
$158.39
-19.98%
Reduce -11.17%
23,860
-3,000
AVGO 		Broadcom Inc2025-02-28Reduce
-0.24%
●
162.08 ($218.2) 250
$200.72
-8.01%
Reduce -3.78%
60,090
-2,360
MRP 		Millrose Properties Inc2025-02-28New Buy
+0.12%
●
21.79 ($23.07) 26.74
$25.84
12.01%
New holding
8,000
8,000
MSFT 		Microsoft Corp2024-11-30Reduce
-0.49%
●
401.7 ($420.92) 438.69
$436.17
3.62%
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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