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

SEC CIK 1724826 · Series S000061649 · Portfolio as of 2026-06-30

Net assets
$35.73B
Holdings
526
Snapshots
28
History since
2019-09-30

Top holdings

SecurityValueWeight
NVIDIA CORP · NVDA$2.53B7.08%
APPLE INC · AAPL$2.12B5.93%
MICROSOFT CORP · MSFT$1.93B5.39%
AMAZON.COM INC · AMZN$1.69B4.73%
BROADCOM INC · AVGO$1.23B3.45%
ALPHABET INC-CL A · GOOGL$1.16B3.24%
WALMART INC · WMT$1.10B3.09%
ALPHABET INC-CL C · GOOG$794.4M2.23%
ELI LILLY & CO · LLY$753.5M2.11%
MICRON TECHNOLOGY INC · MU$648.4M1.82%

Sector exposure

technology
50.2%
financials
11.6%
healthcare
11.0%
consumer discretionary
10.4%
industrials
5.7%
utilities
3.8%
energy
2.9%
consumer staples
1.7%

Recent monthly returns

2026-01
-0.16%
2026-02
-2.58%
2026-03
-4.38%
2026-04
+10.45%
2026-05
+5.63%
2026-06
-1.45%

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" \
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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.