Clearwater Core Equity Fund

Clearwater Core Equity Fund is a registered fund series of Clearwater Investment Trust (series S000000697). Net assets $1.4B as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp.$63.2M455.34%
Apple Inc.$54.8M394.71%
Microsoft Corp.$37.2M267.98%
NVIDIA Corp.$35.2M253.95%
Alphabet Inc.$34.5M248.81%
Apple Inc.$28.0M201.41%
Amazon.com, Inc.$26.4M190.51%
Broadcom Inc$21.7M156.36%
Meta Platforms Inc$19.8M142.57%
Microsoft Corp.$18.7M134.61%
Tesla Inc$15.3M110.44%
Meta Platforms Inc$15.1M108.56%
Alphabet Inc.$13.1M94.19%
Berkshire Hathaway Inc.$12.5M90.14%
Broadcom Inc$12.0M86.80%

Net asset history

Report dateNet assets
2026-03-31$1.4B
2025-12-31$1.4B
2025-09-30$1.4B
2025-06-30$1.3B
2025-03-31$1.1B
2024-12-31$1.1B
2024-09-30$1.1B
2024-06-28$1.0B

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