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NMFM

National Mutual Funds Management Portfolio holdings

AUM $337K
This Fund
S&P 500
This Quarter Est. Return
-22.62%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$337K
AUM Growth
+$85.7K
Cap. Flow
+$161K
Cap. Flow %
47.92%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$161K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
1
iShares Bitcoin Trust
IBIT
$46.7B
$337K 100%
8,760
+3,725
+74% +$161K

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National Mutual Funds Management's Q1 2026 Portfolio in Review

As of Q1 2026, National Mutual Funds Management held 1 position worth $337K, up 34% from $251K the previous quarter. Its ten largest holdings account for 100% of the portfolio.

National Mutual Funds Management deployed $161K of net new capital in Q1 2026, adding to 1 existing holding.

  • National Mutual Funds Management added most to iShares Bitcoin Trust in Q1 2026, an estimated $161K increase.
  • National Mutual Funds Management's ten largest holdings make up 100% of its $337K portfolio in Q1 2026.
  • National Mutual Funds Management opened 0 new positions and closed 0 in Q1 2026.
  • National Mutual Funds Management's portfolio value rose 34% quarter-over-quarter to $337K.

Based on National Mutual Funds Management's 13F filing for Q1 2026, filed 14 May 2026.