THE MP63 FUND


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  • Quarterly Holdings

  • Top 10 Holdings

     

    Top 10 as of 2/28/23

    % of Assets

    Raytheon Technologies Corp.

    2.73%
    Caterpillar, Inc.
    2.34%
    Deere & Co.
    2.22%

    Genuine Parts Co.

    2.19%
    Microsoft Corp.
    2.17%

    Illionis Tool Works Inc.

    2.12%
    The Travelers Companies, Inc.
    2.12%
    RPM International, Inc.
    2.08%
    Exxon Mobil Corp.
    2.02%
    Union Pacific Corp.
    1.99%

     

    Companies included in the Portfolio Organized by Sector

     

    Communication Services
    Consumer Goods
    Consumer Services
    Energy
    Financials
    Health Care
    Industrials
    Materials
    Real Estate
    Technology
    Utilities
    Alphabet Inc.
    Archer Daniels
    Amcor PLC
    Chevron Corp.
    AFLAC Inc.
    AbbVie Inc.
    3M Company
    Ecolab Inc.
    Simon Pro.
    Corning Inc.
    Dominion Energy
    AT&T Inc.
    Coca-Cola Co.
    Amazon.com
    Enterprise Products
    American Express
    Abbott Labs
    Boeing Co.
    MDU Resources
    Intel Corp.
    Duke Energy
    Cisco Systems
    Colgate-Palmolive
    Genuine Parts
    Exxon Mobil
    Bank of America
    Becton Dickinson
    Carrier Global
    Nucor Corp.

    Microsoft Corp.
    Essential Utilities Inc.
    Comcast Corp.
    ConAgra Brands
    Home Depot
    Magellan Midstream
    JPMorgan Chase
    Johnson & Johnson
    Caterpillar Inc.
    RPM International
    Qualcomm Inc.
    NextEra Energy
    Verizon Comm.
    Costco Wholesale
    Nike Inc.
    National Fuel
    Travelers Companies
    Medtronic PLC
    Deere & Co.
    Air Products & Chemicals, Inc. (APD)
    Walt Disney
    General Mills
    Polaris Inc.
    Truist Financial
    Merck & Co.
    Dover Corp.
    Lockheed Martin Corporation (LMT)
     
    Hormel Foods
    Sony Group
    US Bancorp
    Pfizer Inc.
    Emerson Electric
     
    Kimberly Clark
    Starbucks Corp.
    UnitedHealth Group
    Illinois Tool
     
    PepsiCo
    VF Corp.
    Johnson Controls
     
    Procter & Gamble
    Yum! Brand
    Paychex Inc.
               
    Raytheon Tech.
           
               
    Stanley Black Decker
           
               
    Tennant Co.
           
               
    Union Pacific
           
               

    Waste Manag.

           

     

     

     

     

    Fund holdings are subject to change and are not a recommendation to buy or sell any security.

     

    © Copyright 2022 MP 63 Fund, Inc.  All rights reserved.

    The opinions reflected above are subject to change are not investment advice and any forecasts made cannot be guaranteed. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.


    Dollar-cost averaging does not assure a profit and does not protect against a loss in declining markets. A dollar-cost averaging strategy involves continuous investment in securities regardless of fluctuations in price levels of such securities. You should consider your financial ability to continue purchases through periods of high and low price levels. The MP 63 Fund does not strictly follow a dollar-cost averaging strategy because the investments it makes are controlled by the investment amounts it receives from its shareholders.

     

    The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained on this website or by calling 1-877-MP63FUN (1-877-676-3386). Read it carefully before investing.

     

    Investment products are not FDIC insured, offer no bank guarantee and may lose value.

    The MP63 Fund is distributed by Arbor Court Capital, LLC, Member FINRA/SIPC.



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