Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Dunham Focused Large Cap Growth Fund Dunham Funds · 32 lines · as of Jul 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Dunham Focused Large Cap Growth Fund |
|---|---|
| Amazon.com Inc | 8.89 % |
| NVIDIA Corp | 7.71 % |
| Advanced Micro Devices Inc | 6.46 % |
| Alphabet Inc | 6.41 % |
| Microsoft Corp | 5.18 % |
| Mastercard Inc | 4.77 % |
| Eli Lilly & Co | 4.61 % |
| ServiceNow Inc | 4.15 % |
| Crowdstrike Holdings Inc | 4.15 % |
| Meta Platforms Inc | 4.01 % |
| Arista Networks Inc | 3.33 % |
| Howmet Aerospace Inc | 3.22 % |
| Palo Alto Networks Inc | 3.18 % |
| Shopify Inc | 2.78 % |
| MERCADOLIBRE INC | 2.63 % |
| Broadcom Inc | 2.34 % |
| Robinhood Markets Inc | 2.26 % |
| Credo Technology Group Holding Ltd | 1.99 % |
| Intuitive Surgical Inc | 1.96 % |
| Lam Research Corp | 1.93 % |
| Uber Technologies Inc | 1.93 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 1.92 % |
| Axon Enterprise Inc | 1.70 % |
| Sandisk Corp | 1.69 % |
| Amphenol Corp | 1.67 % |
| HEICO Corp | 1.66 % |
| Vertiv Holdings Co | 1.61 % |
| Palantir Technologies Inc | 1.40 % |
| Micron Technology Inc | 1.15 % |
| Sterling Infrastructure Inc | 1.13 % |
Titelia read 32 lines in these 1 funds.