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Ultra Fund (TWCUX)

SEC CIK 100334 · Series S000006195 · Portfolio as of 2026-04-30

Net assets
$26.59B
Holdings
66
Snapshots
27
History since
2019-10-31

Top holdings

SecurityValueWeight
NVIDIA Corp · NVDA$4.11B15.46%
Apple Inc · AAPL$2.18B8.21%
Amazon.com Inc · AMZN$2.04B7.67%
Alphabet Inc · GOOGL$1.78B6.67%
Microsoft Corp · MSFT$1.59B5.99%
Alphabet Inc · GOOG$1.53B5.75%
Broadcom Inc · AVGO$1.16B4.37%
Tesla Inc · TSLA$1.07B4.00%
Mastercard Inc · MA$872.0M3.28%
Meta Platforms Inc · META$800.4M3.01%

Sector exposure

technology
70.7%
consumer discretionary
10.6%
healthcare
7.0%
industrials
5.6%
communication services
2.5%
financials
1.5%
materials
1.4%
other
0.3%

Recent monthly returns

2025-11
-1.93%
2025-12
-1.32%
2026-01
-0.53%
2026-02
-3.31%
2026-03
-5.16%
2026-04
+12.49%

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

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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.