FVILX
Forester Value Fund
FORESTER FUNDS INC

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MSILF Treasury Portfolio, Class Institutional 156,524 239,292 82,768 6.69% $82.77K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EXXON MOBIL CORP 820 550 -270 2.61% -$5.37K
ALAMOS GOLD INC A 2,400 1,800 -600 2.24% -$12.62K
FIRSTENERGY CORP 2,040 1,500 -540 2.12% -$15.34K
CARDINAL HEALTH INC 500 340 -160 2.01% -$30.90K
AGNICO EAGLE MINES LTD 450 350 -100 1.99% -$5.25K
AMGEN INC 270 200 -70 1.97% -$18.00K
WOLFSPEED INC 8 6 -2 1.81% $43.92K
TEVA PHARMACEUTICAL IND ADR 3,490 2,100 -1,390 1.77% -$45.67K
BAXTER INTL INC 2,000 1,999 -1 0.94% -$4.64K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
U.S. Treasury Bills 700,000 700,000 0 19.54% $6.06K
U.S. Treasury Bills 300,000 300,000 0 8.32% $2.52K
VERIZON COMMUNICATIONS INC 2,230 2,230 0 3.13% $21.12K
JOHNSON&JOHNSON 360 360 0 2.46% $13.50K
ALTRIA GROUP INC 1,230 1,230 0 2.27% $10.25K
KROGER CO 1,100 1,100 0 2.23% $10.87K
TRAVELERS COS IN 270 270 0 2.20% $437
EBAY INC 830 830 0 2.11% $3.25K
CHUBB LTD 230 230 0 2.10% $3.18K
US BANCORP DEL 1,440 1,440 0 2.09% -$1.94K
3M CO 500 500 0 2.03% -$7.44K
ALLSTATE CORPORATION 350 350 0 2.03% -$284
EXELON CORP 1,480 1,480 0 2.03% $8.04K
JM SMUCKER CO/THE 750 750 0 2.02% -$1.03K
DOMINION ENERGY INC 1,170 1,170 0 2.02% $3.78K
FEDEX CORP 200 200 0 1.99% $13.46K
MLP 3,000 3,000 0 1.62% $8.43K
TYSON FOODS INC CL A 900 900 0 1.61% $4.90K
CVS HEALTH CORP 800 800 0 1.61% -$6.03K
QUANTA SVCS INC 100 100 0 1.54% $12.70K
KRAFT HEINZ CO/T 2,320 2,320 0 1.46% -$4.08K
CHEVRON CORP 250 250 0 1.45% $13.62K
GENERAL MILLS INC 1,360 1,360 0 1.42% -$12.62K
INTL BUS MACH CORP 200 200 0 1.36% -$10.76K
THE CIGNA GROUP 160 160 0 1.19% -$1.36K
DIAMONDBACK ENERGY INC 200 200 0 1.11% $9.49K
AON PLC-CLASS A 100 100 0 0.90% -$3.01K
THE CAMPBELL'S COMPANY 1,200 1,200 0 0.75% -$6.72K
LULULEMON ATHLETICA INC 160 160 0 0.68% -$8.75K
UNITEDHEALTH GRP 80 80 0 0.61% -$4.76K

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