Steward Large Cap Value Fund

Steward Large Cap Value Fund is a registered fund series of Steward Funds Inc (series S000074387). Net assets $137.2M as of 2026-04-30.

Profile

Advisers

Top holdings (96 reported)

Showing 15 of 96 holdings by value.

HoldingTickerValue% of fund
ALPHABET INC$6.5M476.78%
BANK OF AMERICA CORP$2.7M198.71%
ANALOG DEVICES INC$2.4M175.91%
BERKSHIRE HATHAWAY INCBRK/B$2.4M172.59%
INTERNATIONAL BUSINESS MACHINES CORP$2.3M168.35%
MORGAN STANLEY$2.3M166.69%
VERIZON COMMUNICATIONS INC$2.3M164.53%
JP MORGAN CHASE & COMPANY$2.2M159.81%
CITIGROUP INC$2.2M158.57%
WESTERN DIGITAL CORP$2.2M158.35%
QUALCOMM INC$2.2M157.06%
AT&T INC$2.1M156.16%
CONOCOPHILLIPS$2.1M155.84%
CHARLES SCHWAB CORP (THE)$2.0M146.94%
PROLOGIS INC$2.0M144.91%

Net asset history

Report dateNet assets
2026-04-30$137.2M
2026-01-30$127.8M
2025-10-31$105.8M
2025-07-31$92.5M
2025-04-30$82.4M
2025-01-31$74.1M
2024-10-31$70.3M
2024-07-31$64.8M

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