Holdings (Monthly)
Guide ↗
Icon Health And Information Technology Fund
· SCM Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing Co., Ltd. | TSM | Mar 2026 | 16,700 | $5.6M | 7.56% | EC |
| 2 | Cisco Systems, Inc. | CSCO | Mar 2026 | 65,390 | $5.1M | 6.80% | EC |
| 3 | MKS Inc. | MKSI | Mar 2026 | 18,000 | $4.1M | 5.54% | EC |
| 4 | Arista Networks Inc | ANET | Mar 2026 | 32,500 | $4.0M | 5.34% | EC |
| 5 | HCA Healthcare Inc | HCA | Mar 2026 | 8,352 | $4.0M | 5.29% | EC |
| 6 | Kulicke and Soffa Industries, Inc. | KLIC | Mar 2026 | 58,000 | $3.8M | 5.11% | EC |
| 7 | Arrow Electronics, Inc. | ARW | Mar 2026 | 25,590 | $3.7M | 4.92% | EC |
| 8 | Alphabet Inc. | GOOG | Mar 2026 | 12,500 | $3.6M | 4.80% | EC |
| 9 | Avnet, Inc. | AVT | Mar 2026 | 57,000 | $3.5M | 4.70% | EC |
| 10 | Encompass Health Corporation | EHC | Mar 2026 | 35,840 | $3.5M | 4.64% | EC |
| 11 | Meta Platforms Inc | META | Mar 2026 | 6,000 | $3.4M | 4.60% | EC |
| 12 | TD Synnex Corp | SNX | Mar 2026 | 20,320 | $3.4M | 4.59% | EC |
| 13 | Palo Alto Networks Inc | PANW | Mar 2026 | 15,000 | $2.4M | 3.22% | EC |
| 14 | Autodesk Inc | ADSK | Mar 2026 | 10,000 | $2.4M | 3.21% | EC |
| 15 | Intel Corporation | INTC | Mar 2026 | 47,508 | $2.1M | 2.81% | EC |
| 16 | Salesforce Inc. | CRM | Mar 2026 | 10,862 | $2.0M | 2.72% | EC |
| 17 | Universal Display Corp. | OLED | Mar 2026 | 21,384 | $2.0M | 2.63% | EC |
| 18 | Servicenow Inc | NOW | Mar 2026 | 17,620 | $1.8M | 2.47% | EC |
| 19 | Pegasystems Inc | PEGA | Mar 2026 | 41,493 | $1.8M | 2.37% | EC |
| 20 | Tyler Technologies Inc. | TYL | Mar 2026 | 5,057 | $1.7M | 2.32% | EC |
| 21 | Seagate Technology Holdings PLC | STX | Mar 2026 | 4,219 | $1.7M | 2.21% | EC |
| 22 | Amdocs Limited | DOX | Mar 2026 | 24,436 | $1.6M | 2.14% | EC |
| 23 | Semtech Corporation | SMTC | Mar 2026 | 20,000 | $1.5M | 2.06% | EC |
| 24 | CDW Corp | CDW | Mar 2026 | 11,800 | $1.4M | 1.91% | EC |
| 25 | Teradyne Inc. | TER | Mar 2026 | 4,615 | $1.4M | 1.83% | EC |
| 26 | Insulet Corporation | PODD | Mar 2026 | 6,000 | $1.3M | 1.69% | EC |
| 27 | Invesco Exchange Traded Fund Trust II | PSCT | Mar 2026 | 18,000 | $1.1M | 1.45% | EC |
| 28 | Globant S.A | GLOB | Mar 2026 | 15,485 | $714K | 0.96% | EC |
| 29 | First American Funds Inc. | FGXXX | Mar 2026 | 148,566 | $149K | 0.20% | STIV |