SIC Portfolio

All major decisions are voted on by the club, subject to faculty governance.

Assets under management
$226,865
Total return (YTD)
+9.7%
Holdings
39
Last updated: October 2, 2026

Performance vs. benchmark

▬ Club portfolio   ▬ Russell 3000 (benchmark)
-8%-4%0%+4%+8%+12%+16%JanFebMarAprMayJunJulAugSepOct +12.7% +9.7%
Top 5 holdings
TickerCompanyWeight
NVDANVIDIA12.4%
AAPLApple10.8%
SPYSPDR S&P 500 ETF8.1%
MSFTMicrosoft4.6%
JPMJPMorgan Chase4.5%
Top 5 sectors
SectorWeight
Information Technology31.6%
Financials12.6%
Industrials8.2%
Health Care6.9%
Consumer Staples6.0%