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MF · holdings as filed 2026-03-31

What's inside BVSIX?

BAYWOOD SOCIALLYRESPONSIBLE FUND
Holdings
52
positions in the fund
Top 10
35%
of fund assets
Expense ratio
0.90%
net, per year
Fund size
$26M
total net assets
Top 15 holdings
1
FGXXXFIRST AM GOVT OBLIG-X
5.42%
2
KTBKONTOOR BRANDS INC
3.82%
3
TPLTEXAS PACIFIC LAND CORP
3.79%
4
WRBWR BERKLEY CORP
3.62%
5
KMIKINDER MORGAN INC
3.11%
6
HRHEALTHCARE REALTY TRUST INC
3.08%
7
TAT&T INC
3.05%
8
CMECME GROUP INC
3.03%
9
MDTMEDTRONIC PLC
3.03%
10
AXPAMERICAN EXPRESS CO
2.99%
11
NKENIKE INC -CL B
2.95%
12
BRK/BBERKSHIRE HATHAWAY INC-CL B
2.92%
13
NXPINXP SEMICONDUCTORS NV
2.55%
14
BDXBECTON DICKINSON AND CO
2.45%
15
AZNASTRAZENECA PLC
2.36%
Sectors
1Health Care
25%
2Financials
25%
3Information Technology
16%
4Unclassified
8%
5Materials
5%
6Consumer Discretionary
5%
7Utilities
5%
8Consumer Staples
4%
Geography
1United States
88%
2Ireland
5%
3Netherlands
3%
4United Kingdom
2%
5Canada
1%
6Jersey
1%
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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.