Large Cap Value Fund

Large Cap Value Fund is a registered fund series of ULTRA SERIES FUND (series S000019981). Net assets $165.0M as of 2026-03-31.

Profile

Advisers

Top holdings (37 reported)

Showing 15 of 37 holdings by value.

HoldingTickerValue% of fund
Exxon Mobil Corp$9.1M554.09%
Johnson & Johnson$8.9M537.27%
Chevron Corp$8.7M524.65%
NextEra Energy Inc$7.1M429.96%
CME Group Inc$6.8M413.39%
Honeywell International Inc$6.4M389.64%
Procter & Gamble Co/The$6.1M369.99%
EOG Resources Inc$5.4M324.55%
Medtronic PLC$5.2M316.07%
Union Pacific Corp$5.1M311.66%
Texas Instruments Inc$4.9M297.61%
Air Products and Chemicals Inc$4.8M291.02%
Home Depot Inc/The$4.7M281.98%
Illinois Tool Works Inc$4.6M280.73%
McDonald's Corp$4.6M280.59%

Net asset history

Report dateNet assets
2026-03-31$165.0M
2025-12-31$160.6M
2025-09-30$166.7M
2025-06-30$164.9M
2025-03-31$179.5M
2024-12-31$178.5M
2024-09-30$187.1M
2024-06-30$174.7M

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