MF · holdings as filed 2026-02-28

What's inside ALCEX?

Avantis U.S. Large Cap Value Fund
Holdings
204
positions in the fund
Top 10
25%
of fund assets
Expense ratio
0.00%
net, per year
Fund size
$716M
total net assets
Top 15 holdings
1
MUMICRON TECHNOLOGY INC
3.49%
2
XONAEXXON MOBIL CORP
2.83%
3
CATCATERPILLAR INC
2.79%
4
MRKMERCK & CO. INC.
2.57%
5
LRCXLAM RESEARCH CORP
2.38%
6
COSTCOSTCO WHOLESALE CORP
2.34%
7
AAPLAPPLE INC
2.25%
8
AMZNAMAZON.COM INC
2.23%
9
METAMETA PLATFORMS INC-CLASS A
2.06%
10
TJXTJX COMPANIES INC
1.87%
11
VZVERIZON COMMUNICATIONS INC
1.82%
12
MSFTMICROSOFT CORP
1.79%
13
GILDGILEAD SCIENCES INC
1.75%
14
UNPUNION PACIFIC CORP
1.71%
15
JPMJPMORGAN CHASE & CO
1.60%
Sectors
1Information Technology
22%
2Consumer Discretionary
18%
3Financials
15%
4Industrials
13%
5Health Care
8%
6Energy
6%
7Communication Services
5%
8Unclassified
5%
Geography
1United States
92%
2Germany
3%
3Bermuda
1%
4Liberia
1%
5Ireland
1%
6United Kingdom
1%
7Singapore
0%
8Panama
0%
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Data source: official SEC Form N-PORT filings (as of 2026-02-28); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.