TRDFX
Steward Values Enhanced Small-Mid Cap Fund
Steward Funds Inc

Portfolio concentration

As of January 30, 2026 · N-PORT
Holdings
855
Top-10 weight
5.82%
Effective holdings ?
461
Crowding ?
476.9

Holdings

As of January 30, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 CIENA CORP 5,475 $1.38M 0.76%
2 COHERENT CORP 5,744 $1.22M 0.68%
3 US FOODS HOLDING CORP 14,378 $1.20M 0.67%
4 ROYAL GOLD INC 4,052 $1.07M 0.59%
5 LUMENTUM HOLDINGS INC 2,631 $1.03M 0.57%
6 RB GLOBAL INC 8,857 $1.01M 0.56%
7 CURTISS WRIGHT CORPORATION 1,471 $965.99K 0.54%
8 PURE STORAGE INC CL A 12,869 $894.91K 0.50%
9 UNITED THERAPEUTICS CORP DEL 1,875 $880.29K 0.49%
10 NVENT ELECTRIC 7,714 $865.97K 0.48%
11 JONES LANG LASALLE INC 2,256 $807.44K 0.45%
12 NT-INST TRSR-PRM NTPXX 790,439 $790.44K 0.44%
13 ILLUMINA INC 5,444 $788.35K 0.44%
14 WP CAREY INC 10,996 $766.97K 0.42%
15 ATI INC 6,227 $749.11K 0.41%
16 BWX TECHNOLOGIES INC 3,583 $736.06K 0.41%
17 WOODWARD INC 2,303 $731.99K 0.41%
18 MUELLER INDUSTRIES INC 5,305 $722.22K 0.40%
19 CNH INDUSTRIAL N 66,155 $711.83K 0.39%
20 RPM INTL INC 6,401 $684.65K 0.38%
21 FIDELITY NATIONAL FINL INC 12,575 $683.95K 0.38%
22 STIFEL FINANCIAL CORP 5,538 $682.84K 0.38%
23 GRACO INC 7,682 $670.87K 0.37%
24 NEXTRACKER INC CL A 5,711 $668.70K 0.37%
25 FABRINET 1,364 $667.60K 0.37%
26 BJS WHSL CLUB HLDGS INC 7,168 $662.61K 0.37%
27 FIRST HORIZON CORP 26,847 $657.48K 0.36%
28 RBC BEARINGS INC 1,309 $654.07K 0.36%
29 ITT INC 3,579 $652.45K 0.36%
30 CROWN HOLDINGS INC 6,217 $650.80K 0.36%
31 CARPENTER TECHNOLOGY CORP 2,016 $640.75K 0.35%
32 EQUITY LIFESTYLE PPTYS INC 10,071 $636.19K 0.35%
33 AECOM 6,591 $635.57K 0.35%
34 EQUITABLE HOLDINGS INC 13,609 $631.46K 0.35%
35 MASTEC INC 2,622 $630.54K 0.35%
36 ZURN ELKAY WATER SOLUTIONS CORP 13,541 $624.38K 0.35%
37 SERVICE CORP INTERNATIONAL INC 7,737 $622.29K 0.34%
38 ALCOA CORP 10,874 $617.75K 0.34%
39 TOLL BROTHERS INC 4,260 $615.53K 0.34%
40 XPO LOGISTICS INC 4,154 $615.25K 0.34%
41 DYNATRACE INC 16,146 $615.00K 0.34%
42 EXELIXIS INC 14,784 $611.47K 0.34%
43 BORGWARNER INC 12,783 $606.04K 0.34%
44 TALEN ENERGY CORP 1,726 $601.27K 0.33%
45 TETRA TECH INC 15,895 $598.61K 0.33%
46 ENTEGRIS INC 5,048 $596.02K 0.33%
47 VF CORP 30,149 $590.62K 0.33%
48 NEUROCRINE BIOSCIENCES INC 4,322 $588.05K 0.33%
49 BIOMARIN PHARMACEUTICAL INC 10,392 $587.56K 0.33%
50 FLEX LTD 9,316 $587.28K 0.33%
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