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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
+32.15%
+21.67%
3,797,138.0
Software
NVDA
NVIDIA Corp
137,000
14,922.0
+3.79%
8.270
+0.30%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
AAPL
Apple Inc
60,000
12,750.0
+1.69%
7.060
+0.12%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
GOOGL
Alphabet Inc
55,000
8,734.0
+14.58%
4.840
+0.62%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
AMZN
Amazon.com Inc
47,000
8,667.7
+20.51%
4.800
+0.82%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
V
Visa Inc
17,000
5,873.5
+6.25%
3.250
+0.19%
0.000
+5.61%
+12.38%
691,480.5
Credit Services
META
Meta Platforms Inc
10,000
5,490.0
-9.09%
3.040
-0.37%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
MA
Mastercard Inc
9,000
4,932.5
0%
2.730
0%
0.000
+5.38%
+7.49%
511,704.3
Credit Services
AVGO
Broadcom Inc
21,000
4,041.9
+10.53%
2.240
+0.21%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
TSLA
Tesla Inc
13,000
3,668.1
0%
2.030
0%
0.000
+17.64%
-24.40%
984,729.5
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
$510.88
30.60%
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
$513.09
10.03%
Sold Out
0
-5,000
WAT
Waters Corp
2025-04-30
New Buy
New Buy
+1.16%
307.71 ($365.5) 415.48
$298.47
-18.34%
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
$291.25
27.44%
New holding
9,000
9,000
TEAM
Atlassian Corp
2025-04-30
New Buy
New Buy
+1.14%
183.84 ($247.47) 322.94
$199.83
-19.25%
New holding
9,000
9,000
OKTA
Okta Inc
2025-04-30
New Buy
New Buy
+1.12%
87.16 ($101.91) 116.72
$97.89
-3.94%
New holding
18,000
18,000
COR
Cencora Inc
2025-04-30
Sold Out
Sold Out
-1.09%
241.43 ($264.73) 292.67
$290.45
9.72%
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
$376.79
12.08%
New holding
6,000
6,000
RMD
ResMed Inc
2025-04-30
New Buy
New Buy
+1.05%
204.54 ($226.15) 242.58
$273.50
20.94%
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
$153.39
19.12%
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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