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Six Circles U.S. Unconstrained Equity Fund (CUSUX)

SEC CIK 1724826 · Series S000061649 · Portfolio as of 2026-03-31

Net assets
$30.85B
Holdings
534
Snapshots
27
History since
2019-09-30

Top holdings

SecurityValueWeight
NVIDIA CORP · NVDA$2.11B6.85%
MICROSOFT CORP · MSFT$1.87B6.06%
APPLE INC · AAPL$1.82B5.89%
AMAZON.COM INC · AMZN$1.27B4.11%
WALMART INC · WMT$1.18B3.83%
BROADCOM INC · AVGO$911.5M2.96%
ALPHABET INC-CL A · GOOGL$779.1M2.53%
NETFLIX INC · NFLX$679.5M2.20%
ALPHABET INC-CL C · GOOG$662.5M2.15%
WELLS FARGO & CO · WFC$649.2M2.11%

Sector exposure

technology
43.1%
financials
12.4%
healthcare
11.7%
consumer discretionary
11.7%
industrials
6.6%
utilities
5.3%
energy
4.1%
communication services
2.4%

Recent monthly returns

2025-10
+2.95%
2025-11
+0.53%
2025-12
+0.34%
2026-01
-0.16%
2026-02
-2.58%
2026-03
-4.38%

From N-PORT Part B, units verified by net-asset reconciliation.

Get this data via API

curl "https://api.fundlens.io/v1/funds/CUSUX/holdings" \
  -H "x-api-key: your_api_key"

Full holdings, every historical snapshot, point-in-time queries, monthly returns and flows — free tier available, no card required.

Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.