OCLVX
Optimum Large Cap Value Fund
Optimum Fund Trust

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

National Commercial Banks 8.41%
Fire, Marine & Casualty Insurance 5.76%
Security Brokers, Dealers & Flotation Companies 3.66%
Hospital & Medical Service Plans 2.57%
Security & Commodity Brokers, Dealers, Exchanges & Services 1.71%
Insurance Agents, Brokers & Service 1.59%
Finance Services 1.38%
Investment Advice 0.77%
State Commercial Banks 0.32%
Life Insurance 0.23%
Aircraft Engines & Engine Parts 3.52%
Wholesale-Drugs, Proprietaries & Druggists' Sundries 1.96%
Railroads, Line-Haul Operating 1.66%
Aircraft 1.60%
Miscellaneous Fabricated Metal Products 1.19%
Ship & Boat Building & Repairing 0.99%
Electrical Work 0.81%
General Industrial Machinery & Equipment 0.51%
Misc Industrial & Commercial Machinery & Equipment 0.51%
Aircraft & Parts 0.51%
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip 0.48%
Construction Machinery & Equip 0.38%
Semiconductors & Related Devices 4.32%
Services-Computer Programming, Data Processing, Etc. 2.55%
Measuring & Controlling Devices, NEC 1.32%
Electronic & Other Electrical Equipment (No Computer Equip) 1.24%
Services-Prepackaged Software 1.24%
Computer Communications Equipment 1.09%
Optical Instruments & Lenses 0.94%
Radio & Tv Broadcasting & Communications Equipment 0.62%
Retail-Lumber & Other Building Materials Dealers 1.68%
Retail-Catalog & Mail-Order Houses 1.28%
Motor Vehicles & Passenger Car Bodies 1.23%
Services-Consumer Credit Reporting, Collection Agencies 0.94%
Retail-Family Clothing Stores 0.89%
Services-Miscellaneous Amusement & Recreation 0.84%
Hotels & Motels 0.81%
Search, Detection, Navigation, Guidance, Aeronautical Sys 0.66%
Services-Business Services, NEC 0.66%
Retail-Eating Places 0.55%
Retail-Building Materials, Hardware, Garden Supply 0.18%
Auto Controls For Regulating Residential & Comml Environments 0.14%
Pharmaceutical Preparations 5.67%
Biological Products, (No Diagnostic Substances) 1.39%
Surgical & Medical Instruments & Apparatus 1.18%
Petroleum Refining 5.63%
Crude Petroleum & Natural Gas 1.37%
Oil & Gas Field Services, NEC 0.74%
Electric Services 2.99%
Electric & Other Services Combined 2.95%
Industrial Inorganic Chemicals 1.16%
Mining & Quarrying of Nonmetallic Minerals (No Fuels) 0.77%
Metal Mining 0.63%
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics 0.54%
Converted Paper & Paperboard Prods (No Contaners/Boxes) 0.36%
Abrasive, Asbestos & Misc Nonmetallic Mineral Prods 0.34%
Plastic Materials, Synth Resins & Nonvulcan Elastomers 0.26%
Perfumes, Cosmetics & Other Toilet Preparations 0.12%
Real Estate Investment Trusts 2.72%
Beverages 1.42%
Food and Kindred Products 0.59%
Cigarettes 0.38%
Bottled & Canned Soft Drinks & Carbonated Waters 0.25%
Television Broadcasting Stations 0.58%
Telephone Communications (No Radiotelephone) 0.51%
Cable & Other Pay Television Services 0.35%
Unclassified 3.41%

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