Holdings (Monthly) Guide ↗

BNY Mellon Balanced Opportunity Fund

· BNY Mellon Investment Funds VI

Monthly Holdings $297M AUM 41 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds

All 112 New 41 Added 172 Reduced 51 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	AMAZON.COM INC	AMZN	Feb 2026	32,978	+2,771	$8.9M	+40.7%	3.02%	EC
2	UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT	91282CHE4	Feb 2026	5,330,000	+2,120,000	$5.3M	+64.0%	1.79%	DBT
3	ISHARES TRUST	AGG	Feb 2026	37,642	+29,000	$3.7M	+325.5%	1.26%	EC
4	ADVANCED MICRO DEVICES INC	AMD	Feb 2026	6,118	+2,489	$3.2M	+334.6%	1.07%	EC
5	ALPHABET INC	GOOGL	Feb 2026	8,050	+606	$3.1M	+31.9%	1.04%	EC
6	JP MORGAN CHASE & COMPANY	JPM	Feb 2026	9,440	+1,494	$2.8M	+18.4%	0.96%	EC
7	UNITEDHEALTH GROUP INC	UNH	Feb 2026	6,918	+1,439	$2.6M	+63.7%	0.89%	EC
8	GOLDMAN SACHS GROUP INC (THE)	GS	Feb 2026	2,283	+268	$2.3M	+35.2%	0.79%	EC
9	ELEVANCE HEALTH INC	ELV	Feb 2026	5,914	+1,310	$2.3M	+57.8%	0.79%	EC
10	THERMO FISHER SCIENTIFIC INC	TMO	Feb 2026	4,458	+611	$2.2M	+9.5%	0.74%	EC
11	MASTERCARD INC	MA	Feb 2026	4,286	+440	$2.1M	+6.4%	0.72%	EC
12	JOHNSON & JOHNSON	JNJ	Feb 2026	9,333	+182	$2.1M	-7.5%	0.71%	EC
13	UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT	91282CGS4	Feb 2026	2,030,000	+473,000	$2.0M	+27.4%	0.68%	DBT
14	SLB LTD	SLB	Feb 2026	35,610	+16,430	$1.9M	+97.3%	0.66%	EC
15	COLGATE-PALMOLIVE COMPANY	CL	Feb 2026	21,117	+5,989	$1.9M	+26.9%	0.64%	EC
16	GILEAD SCIENCES INC	GILD	Feb 2026	14,004	+2,204	$1.9M	+7.1%	0.64%	EC
17	DELTA AIR LINES INC	DAL	Feb 2026	19,407	+7,127	$1.6M	+98.4%	0.54%	EC
18	NEWMONT CORP	NEM	Feb 2026	13,426	+6,071	$1.5M	+54.2%	0.50%	EC
19	PACKAGING CORP OF AMERICA	PKG	Feb 2026	5,594	+2,185	$1.2M	+54.7%	0.41%	EC
20	INTERNATIONAL BUSINESS MACHINES CORP	IBM	Feb 2026	3,849	+1,577	$1.1M	+110.0%	0.39%	EC
21	CONSTELLATION ENERGY CORP	CEG	Feb 2026	3,852	+309	$1.1M	-5.2%	0.37%	EC
22	FREEPORT-MCMORAN INC	FCX	Feb 2026	15,217	+5,706	$1000K	+54.4%	0.34%	EC
23	WEYERHAEUSER COMPANY	WY	Feb 2026	40,463	+3,081	$992K	+8.2%	0.34%	EC
24	PFIZER INC	PFE	Feb 2026	34,822	+7,805	$912K	+22.0%	0.31%	EC
25	IDEXX LABORATORIES INC	IDXX	Feb 2026	1,528	+488	$861K	+26.1%	0.29%	EC
26	UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT	91282CML2	Feb 2026	805,690	+15,030	$817K	-0.9%	0.28%	DBT
27	LOWE'S COMPANIES INC	LOW	Feb 2026	3,796	+322	$814K	-11.5%	0.28%	EC
28	PHILLIPS 66	PSX	Feb 2026	4,487	+854	$789K	+40.8%	0.27%	EC
29	UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT	912810RF7	Feb 2026	949,296	+17,701	$788K	-2.4%	0.27%	DBT
30	AT&T INC	T	Feb 2026	31,701	+192	$786K	-10.9%	0.27%	EC
31	VERTEX PHARMACEUTICALS INC	VRTX	Feb 2026	1,588	+645	$711K	+51.7%	0.24%	EC
32	MONGODB INC	MDB	Feb 2026	2,057	+558	$690K	+40.2%	0.23%	EC
33	GUARDANT HEALTH INC	GH	Feb 2026	5,292	+885	$686K	+65.9%	0.23%	EC
34	FORD MOTOR CO	F	Feb 2026	36,684	+12,204	$640K	+85.5%	0.22%	EC
35	CAPITAL ONE FINANCIAL CORP	COF	Feb 2026	3,389	+585	$637K	+16.1%	0.22%	EC
36	GENERAL MOTORS COMPANY	GM	Feb 2026	7,592	+3,277	$632K	+86.1%	0.21%	EC
37	DUTCH BROS INC	BROS	Feb 2026	8,935	+1,750	$518K	+34.5%	0.18%	EC
38	BENTLEY SYSTEMS INC	BSY	Feb 2026	15,440	+1,271	$504K	-2.7%	0.17%	EC
39	REPLIGEN CORP	RGEN	Feb 2026	3,904	+756	$484K	+19.4%	0.16%	EC
40	CHEWY INC	CHWY	Feb 2026	21,438	+6,510	$483K	+18.1%	0.16%	EC
41	INSMED INC	INSM	Feb 2026	4,020	+623	$430K	-15.3%	0.15%	EC