Mulden.
257 essays 1,087 funds measured independent · not paid by any fund or issuer we cover

Fund · measured from SEC filings

CUSIP holdings

CUSIP does not file Form N-PORT, so its holdings cannot be measured the way the rest of this site measures funds. Saying so is more useful than leaving it out.

Not measurable from filings

CUSIP is structured as a unit investment trust or commodity trust rather than a registered investment company, so it does not file Form N-PORT and its holdings cannot be measured the way the rest of the concentration table is. Saying so is more useful than quietly leaving it out.

Essays that examine CUSIP

3

  • SCHD Holdings: 99 Stocks, the Top 10 at 44%, and What It Actually Adds to a VOO Portfolio

    What the Schwab U.S. Dividend Equity ETF held on 31 May 2026 from its SEC Form N-PORT filing: all 99 stocks with weights, Qualcomm 6.7%, Texas Instruments 5.9%, UnitedHealth 5.1%; the top ten are 43.6% and the fund behaves like 32 equal holdings. Then the question people are really asking — 92% of SCHD's money sits in companies VOO already owns, so what does holding both change? The overlap arithmetic answers it.

    6 min ETF Analysis

  • QQQ Holdings: All 105 Positions, the Top 10 at 45%, and Why It Behaves Like 34 Stocks

    What the Invesco QQQ Trust actually held on 30 June 2026, from its SEC Form N-PORT filing: 102 stocks plus three cash and futures lines, the fifty largest with weights, and the arithmetic that turns "105 holdings" into an effective count of 34. Nvidia 7.6%, Apple 6.7%, Micron 5.6%; the top ten are 45.0% and the top fifty 87.5%. Overlap with VOO, VGT, XLK and QQQM, and how the concentration has moved since 2020.

    5 min ETF Analysis

  • Berkshire Hathaway Holdings, Q2 2026: 29 Stocks That Behave Like 8.6

    The document behind every search for "Warren Buffett's portfolio" is Berkshire Hathaway's Form 13F. The one for 30 June 2026, filed 14 August, lists 29 US-listed positions worth $299.3 billion. Weighted by value they behave like 8.6 equal holdings; the top ten are 88.5%. What changed against the March filing, share by share, and what a 13F cannot tell you.

    5 min ETF Analysis

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