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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 20 holdings

RankLogoTicker / NameWeight
1
F
FGXXXFIRST AM GOVT OBLIG-X
5.42%
2
K
KTBKONTOOR BRANDS INC
3.83%
3
T
TPLTEXAS PACIFIC LAND CORP
3.79%
4
W
WRBWR BERKLEY CORP
3.62%
5
K
KMIKINDER MORGAN INC
3.12%
6
H
HRHEALTHCARE REALTY TRUST INC
3.09%
7
T
TAT&T INC
3.06%
8
C
CMECME GROUP INC
3.04%
9
M
MDTMEDTRONIC PLC
3.04%
10
A
AXPAMERICAN EXPRESS CO
2.99%
11
N
NKENIKE INC -CL B
2.96%
12
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
2.92%
13
N
NXPINXP SEMICONDUCTORS NV
2.55%
14
B
BDXBECTON DICKINSON AND CO
2.45%
15
A
AZNASTRAZENECA PLC
2.37%
16
A
APDAIR PRODUCTS & CHEMICALS INC
2.32%
17
M
MMM3M CO
2.27%
18
H
HSYHERSHEY CO/THE
2.22%
19
N
NVTNVENT ELECTRIC PLC
2.21%
20
S
SOLVSOLVENTUM CORP
2.04%
Sectors
Top holdings — Health Care
Your 10 largest positions in this sector
1
M
MDTMEDTRONIC PLC
3.04%
2
B
BDXBECTON DICKINSON AND CO
2.45%
3
A
AZNASTRAZENECA PLC
2.37%
4
A
APDAIR PRODUCTS & CHEMICALS INC
2.32%
5
M
MMM3M CO
2.27%
6
S
SOLVSOLVENTUM CORP
2.04%
7
K
KVUEKENVUE INC
2.01%
8
L
LHLABCORP HOLDINGS INC
1.88%
9
R
REGNREGENERON PHARMACEUTICALS
1.77%
10
X
XRAYDENTSPLY SIRONA INC
1.53%
Geography
Top holdings — United States
Your 10 largest positions in this country
1
F
FGXXXFIRST AM GOVT OBLIG-X
5.42%
2
K
KTBKONTOOR BRANDS INC
3.83%
3
T
TPLTEXAS PACIFIC LAND CORP
3.79%
4
W
WRBWR BERKLEY CORP
3.62%
5
K
KMIKINDER MORGAN INC
3.12%
6
H
HRHEALTHCARE REALTY TRUST INC
3.09%
7
T
TAT&T INC
3.06%
8
C
CMECME GROUP INC
3.04%
9
A
AXPAMERICAN EXPRESS CO
2.99%
10
N
NKENIKE INC -CL B
2.96%
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.