FPA U.S. Core Equity Fund, Inc.

FPA U.S. Core Equity Fund, Inc. is a registered fund series of FPA U.S. Core Equity Fund, Inc. (series S000010874). Net assets $57.6M as of 2023-06-30.

Profile

Advisers

Top holdings (62 reported)

Showing 15 of 62 holdings by value.

HoldingTickerValue% of fund
Apple Inc$6.2M1072.15%
Alphabet Inc$6.2M1068.58%
Microsoft Corp$6.0M1034.23%
United States Treasury$4.9M843.95%
Amazon.com Inc$4.2M732.99%
Meta Platforms Inc$2.6M448.23%
Visa Inc$1.1M191.23%
Mastercard Inc$1.1M188.38%
Home Depot Inc/The$994K172.51%
PayPal Holdings Inc$984K170.81%
Lowe's Cos Inc$971K168.43%
BlackRock Inc$968K167.92%
Energy Transfer LP$953K165.30%
AvalonBay Communities Inc$946K164.23%
Comcast Corp$873K151.43%

Net asset history

Report dateNet assets
2023-06-30$57.6M
2023-03-31$53.5M
2022-12-31$50.1M
2022-09-30$50.1M
2022-06-30$53.5M
2022-03-31$69.0M
2021-12-31$81.0M
2021-09-30$77.4M

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