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MidCap Fund (PMBMX)

SEC CIK 898745 · Series S000007075 · Portfolio as of 2026-04-30

Net assets
$25.19B
Holdings
72
Snapshots
27
History since
2019-10-31

Top holdings

SecurityValueWeight
Live Nation Entertainment Inc · LYV$1.29B5.11%
Vulcan Materials Co · VMC$1.29B5.09%
HEICO Corp - Class A · HEI/A$1.29B5.07%
Brookfield Corp · BN$1.27B5.00%
TransDigm Group Inc · TDG$1.24B4.88%
KKR & Co Inc · KKR$1.09B4.28%
O'Reilly Automotive Inc · ORLY$1.05B4.15%
CBRE Group Inc · CBRE$1.04B4.11%
Hilton Worldwide Holdings Inc · HLT$1.01B3.98%
Martin Marietta Materials Inc · MLM$952.0M3.75%

Sector exposure

financials
17.5%
consumer discretionary
15.8%
industrials
14.8%
technology
14.1%
materials
11.0%
real estate
9.1%
communication services
8.3%
healthcare
5.8%

Recent monthly returns

2024-05
+3.38%
2024-06
+0.38%
2024-07
+6.25%
2024-08
+1.79%
2024-09
+2.34%
2024-10
-0.88%

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

Get this data via API

curl "https://api.fundlens.io/v1/funds/PMBMX/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.