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Holdings (Monthly) Guide ↗

Dunham Large Cap Value Fund

· Dunham Funds
Monthly Holdings $211M AUM 76 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alphabet Inc. 02079K305 Apr 2025 25,299 $8.6M 4.05% EC
2 JPMorgan Chase & Co. 46625H100 Apr 2025 24,675 $7.5M 3.58% EC
3 Micron Technology Inc. 595112103 Apr 2025 13,815 $5.7M 2.72% EC
4 Amazon.com, Inc. 023135106 Jan 2026 23,484 $5.6M 2.66% EC
5 RTX Corp. 75513E101 Apr 2025 27,230 $5.5M 2.59% EC
6 Parker-Hannifin Corp. 701094104 Apr 2025 5,211 $4.9M 2.31% EC
7 Exxon Mobil Corp. 30231G102 Apr 2025 32,809 $4.6M 2.20% EC
8 Bank of America Corp. 060505104 Apr 2025 82,750 $4.4M 2.09% EC
9 Cisco Systems, Inc. 17275R102 Apr 2025 54,701 $4.3M 2.03% EC
10 Wells Fargo & Co. 949746101 Apr 2025 46,433 $4.2M 1.99% EC
11 Linde PLC G54950103 Jan 2026 9,096 $4.2M 1.97% EC
12 Blackrock Inc. 09290D101 Apr 2025 3,464 $3.9M 1.84% EC
13 Walt Disney Company 254687106 Apr 2025 34,304 $3.9M 1.83% EC
14 Short-Term Invts T 825252406 Apr 2025 3,825,381 $3.8M 1.81% STIV
15 Berkshire Hathaway Inc. 084670702 Apr 2025 7,774 $3.7M 1.77% EC
16 Abbott Laboratories 002824100 Apr 2025 32,204 $3.5M 1.67% EC
17 Gilead Sciences Inc. 375558103 Apr 2025 24,733 $3.5M 1.66% EC
18 Goldman Sachs Group, Inc. 38141G104 Apr 2025 3,735 $3.5M 1.66% EC
19 Lowes Companies, Inc. 548661107 Apr 2025 13,044 $3.5M 1.65% EC
20 Merck & Co., Inc 58933Y105 Apr 2025 31,331 $3.5M 1.64% EC
21 NextEra Energy Inc 65339F101 Apr 2025 39,106 $3.4M 1.63% EC
22 The Hartford Insurance Group Inc. 416515104 Apr 2025 23,807 $3.2M 1.52% EC
23 L3 Harris Technologies Inc 502431109 Apr 2025 9,359 $3.2M 1.52% EC
24 Johnson Controls International PLC G51502105 Apr 2025 26,646 $3.2M 1.51% EC
25 Rockwell Automation, Inc. 773903109 Apr 2025 7,435 $3.1M 1.49% EC
26 Travelers Companies, Inc. 89417E109 Apr 2025 10,602 $3.0M 1.43% EC
27 Thermo Fisher Scientific Inc 883556102 Apr 2025 5,139 $3.0M 1.41% EC
28 CSX Corporation 126408103 Apr 2025 76,507 $2.9M 1.37% EC
29 Fox Corporation 35137L105 Apr 2025 39,583 $2.9M 1.37% EC
30 Cencora Inc 03073E105 Apr 2025 8,016 $2.9M 1.37% EC
31 Martin Marietta Materials Inc 573284106 Apr 2025 4,323 $2.8M 1.34% EC
32 Delta Air Lines Inc. 247361702 Apr 2025 42,419 $2.8M 1.33% EC
33 Intercontinental Exchange Inc 45866F104 Apr 2025 15,969 $2.8M 1.32% EC
34 The Procter & Gamble Co. 742718109 Apr 2025 17,923 $2.7M 1.29% EC
35 General Motors Company 37045V100 Apr 2025 32,351 $2.7M 1.29% EC
36 Quanta Services, Inc. 74762E102 Apr 2025 5,704 $2.7M 1.28% EC
37 Meta Platforms Inc 30303M102 Apr 2025 3,732 $2.7M 1.27% EC
38 The TJX Companies Inc. 872540109 Apr 2025 17,383 $2.6M 1.23% EC
39 ConocoPhillips 20825C104 Apr 2025 24,947 $2.6M 1.23% EC
40 Boeing Co. 097023105 Jan 2026 10,825 $2.5M 1.20% EC
41 Duke Energy Corp 26441C204 Apr 2025 20,529 $2.5M 1.18% EC
42 SLB Ltd. 806857108 Apr 2025 51,344 $2.5M 1.18% EC
43 American Express Company 025816109 Apr 2025 6,815 $2.4M 1.14% EC
44 Freeport-McMoRan Inc. 35671D857 Apr 2025 39,742 $2.4M 1.13% EC
45 UnitedHealth Group Inc. 91324P102 Apr 2025 7,993 $2.3M 1.09% EC
46 Motorola Solutions Inc 620076307 Apr 2025 5,694 $2.3M 1.09% EC
47 Otis Worldwide Corp. 68902V107 Jan 2026 26,791 $2.3M 1.08% EC
48 Mondelez International, Inc. 609207105 Apr 2025 38,536 $2.3M 1.07% EC
49 Broadcom Inc 11135F101 Apr 2025 6,597 $2.2M 1.04% EC
50 S&P Global Inc 78409V104 Apr 2025 4,127 $2.2M 1.03% EC
51 AbbVie Inc. 00287Y109 Apr 2025 9,549 $2.1M 1.01% EC
52 Microsoft Corp. 594918104 Apr 2025 4,789 $2.1M 0.98% EC
53 The Bank of New York Mellon Corp. 064058100 Apr 2025 16,949 $2.0M 0.96% EC
54 Darden Restaurants, Inc. 237194105 Apr 2025 10,170 $2.0M 0.96% EC
55 Verizon Communications Inc. 92343V104 Apr 2025 45,051 $2.0M 0.95% EC
56 Becton, Dickinson and Company 075887109 Apr 2025 9,732 $2.0M 0.94% EC
57 Amgen Inc. 031162100 Apr 2025 5,509 $1.9M 0.89% EC
58 American Tower Corporation 03027X100 Apr 2025 10,266 $1.8M 0.87% EC
59 Pepsico Inc 713448108 Jan 2026 11,959 $1.8M 0.87% EC
60 EOG Resources Inc. 26875P101 Apr 2025 15,924 $1.8M 0.85% EC
61 Public Storage 74460D109 Apr 2025 6,297 $1.7M 0.82% EC
62 GE Vernova Inc. 36828A101 Apr 2025 2,390 $1.7M 0.82% EC
63 Stryker Corporation 863667101 Apr 2025 4,453 $1.6M 0.78% EC
64 Prologis Inc. 74340W103 Apr 2025 11,475 $1.5M 0.71% EC
65 Equity Lifestyle Properties Inc 29472R108 Apr 2025 22,634 $1.4M 0.68% EC
66 Expand Energy Corp. 165167735 Apr 2025 12,649 $1.4M 0.67% EC
67 Prudential Financial, Inc. 744320102 Apr 2025 11,482 $1.3M 0.60% EC
68 Service Corporation International 817565104 Apr 2025 14,796 $1.2M 0.56% EC
69 Qnity Electronics Inc. 74743L100 Jan 2026 11,153 $1.1M 0.51% EC
70 Owens Corning 690742101 Apr 2025 8,753 $1.0M 0.50% EC
71 Dupont De Nemours Inc 26614N102 Apr 2025 22,306 $980K 0.46% EC
72 Truist Financial Corp. 89832Q109 Apr 2025 17,097 $879K 0.42% EC
73 Knight-Swift Transportation Holdings Inc. 499049104 Apr 2025 15,460 $852K 0.40% EC
74 ON Semiconductor Corp. 682189105 Apr 2025 13,076 $783K 0.37% EC
75 Oracle Corp. 68389X105 Apr 2025 3,380 $556K 0.26% EC
76 N/A N/A Apr 2025 0 $0 0.00% STIV