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MF · holdings as filed 2026-03-31

What's inside BCIFX?

Blue Chip Investor Fund
Holdings
15
positions in the fund
Top 10
88%
of fund assets
Expense ratio
1.00%
net, per year
Fund size
$43M
total net assets

Top 15 holdings

RankLogoTicker / NameWeight
1
B
BRK.ABERKSHIRE HATHAWAY INC-CL A
24.98%
2
G
GOOGALPHABET INC-CL C
14.63%
3
A
AERAERCAP HOLDINGS NV
11.71%
4
M
MKLMARKEL GROUP INC
7.77%
5
B
BNBROOKFIELD CORP
7.61%
6
S
SIRISIRIUS XM HOLDINGS INC
5.30%
7
F
FCNCAFIRST CITIZENS BCSHS -CL A
4.37%
8
L
LKQLKQ CORP
4.22%
9
H
HSYHERSHEY CO/THE
3.95%
10
D
DISWALT DISNEY CO/THE
3.80%
11
C
CMPRCIMPRESS PLC
3.33%
12
A
AMZNAMAZON.COM INC
2.41%
13
J
JEFJEFFERIES FINANCIAL GROUP IN
2.26%
14
F
FGTXXGLDMN SCHS FIN SQ GV-FST
2.12%
15
W
WWAYFAIR INC- CLASS A
1.53%
Sectors
Top holdings — Unclassified
Your 2 largest positions in this sector
1
B
BRK.ABERKSHIRE HATHAWAY INC-CL A
24.98%
2
F
FGTXXGLDMN SCHS FIN SQ GV-FST
2.12%
Geography
Top holdings — United States
Your 10 largest positions in this country
1
B
BRK.ABERKSHIRE HATHAWAY INC-CL A
24.98%
2
G
GOOGALPHABET INC-CL C
14.63%
3
M
MKLMARKEL GROUP INC
7.77%
4
S
SIRISIRIUS XM HOLDINGS INC
5.30%
5
F
FCNCAFIRST CITIZENS BCSHS -CL A
4.37%
6
L
LKQLKQ CORP
4.22%
7
H
HSYHERSHEY CO/THE
3.95%
8
D
DISWALT DISNEY CO/THE
3.80%
9
A
AMZNAMAZON.COM INC
2.41%
10
J
JEFJEFFERIES FINANCIAL GROUP IN
2.26%
Geography reflects each issuer's registered business address per SEC EDGAR filings where available, falling back to the exchange or listing where no SEC filing exists — not necessarily where a company's stock is primarily listed (e.g. TSMC is classified as Taiwan even though its ADR trades on the NYSE).
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Data source: official SEC Form N-PORT filings (as of 2026-03-31); 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.