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Steward Large Cap Growth Fund | SJGIX

Mutual Fund
Steward Large Cap Growth Fund
Last update 2025-06-29 69 Stocks (12 new)
Value $181.00 Mil Turnover 18 %
Countries:
Steward Large Cap Growth 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
MSFT
Microsoft Corp
44,000
17,391.4
+18.92%
9.630
+1.53%
0.000
+35.37%
+20.48%
3,759,901.0
Software
NVDA
NVIDIA Corp
137,000
14,922.0
+3.79%
8.270
+0.30%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AAPL
Apple Inc
60,000
12,750.0
+1.69%
7.060
+0.12%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
GOOGL
Alphabet Inc
55,000
8,734.0
+14.58%
4.840
+0.62%
0.000
+22.60%
+0.73%
2,309,505.8
Interactive Media
AMZN
Amazon.com Inc
47,000
8,667.7
+20.51%
4.800
+0.82%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
V
Visa Inc
17,000
5,873.5
+6.25%
3.250
+0.19%
0.000
+6.43%
+12.80%
694,059.1
Credit Services
META
Meta Platforms Inc
10,000
5,490.0
-9.09%
3.040
-0.37%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
MA
Mastercard Inc
9,000
4,932.5
0%
2.730
0%
0.000
+6.20%
+7.22%
510,423.9
Credit Services
AVGO
Broadcom Inc
21,000
4,041.9
+10.53%
2.240
+0.21%
0.000
+60.74%
+23.02%
1,334,327.7
Semiconductors
TSLA
Tesla Inc
13,000
3,668.1
0%
2.030
0%
0.000
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts

Steward Large Cap Growth Fund's Historical Top Holdings Breakdowns

Steward Large Cap Growth 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
MSFT
Microsoft Corp
2025-04-30
Add
Add
+1.53%
354.56 ($391.17) 416.13
$505.87
29.32%
Add 18.92%
44,000
7,000
MCO
Moodys Corp
2025-04-30
Sold Out
Sold Out
-1.34%
396.7 ($466.3) 527.48
$507.88
8.92%
Sold Out
0
-5,000
WAT
Waters Corp
2025-04-30
New Buy
New Buy
+1.16%
307.71 ($365.5) 415.48
$295.63
-19.12%
New holding
6,000
6,000
VEEV
Veeva Systems Inc
2025-04-30
New Buy
New Buy
+1.16%
209.39 ($228.54) 246.8
$286.01
25.15%
New holding
9,000
9,000
TEAM
Atlassian Corp
2025-04-30
New Buy
New Buy
+1.14%
183.84 ($247.47) 322.94
$202.57
-18.14%
New holding
9,000
9,000
OKTA
Okta Inc
2025-04-30
New Buy
New Buy
+1.12%
87.16 ($101.91) 116.72
$95.63
-6.16%
New holding
18,000
18,000
COR
Cencora Inc
2025-04-30
Sold Out
Sold Out
-1.09%
241.43 ($264.73) 292.67
$293.44
10.85%
Sold Out
0
-8,000
LPLA
LPL Financial Holdings Inc
2025-04-30
New Buy
New Buy
+1.06%
283.31 ($336.17) 383.33
$379.18
12.79%
New holding
6,000
6,000
RMD
ResMed Inc
2025-04-30
New Buy
New Buy
+1.05%
204.54 ($226.15) 242.58
$273.37
20.88%
New holding
8,000
8,000
GNRC
Generac Holdings Inc
2025-04-30
New Buy
New Buy
+1.01%
101.92 ($128.77) 152.45
$152.92
18.75%
New holding
16,000
16,000

Steward Large Cap Growth Fund Total Holding History ($B)

To

Steward Large Cap Growth Fund's Asset Allocation

To

Steward Large Cap Growth Fund Past Portfolios

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

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

Steward Large Cap Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Steward Large Cap Growth Fund's Holdings Heat Map

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