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Name Funds
holding
Growth Growth % Return since
31 Mar ‘15
LMB icon
2026
Limbach Holdings
LMB
$867M
10 0 0% 658%
KVHI icon
2027
KVH Industries
KVHI
$177M
71 0 0% 40.1%
KMPR icon
2028
Kemper
KMPR
$1.7B
150 0 0% 26.1%
JLS icon
2029
Nuveen Mortgage and Income Fund
JLS
$94.5M
41 0 0% 25.9%
JHS
2030
John Hancock Income Securities Trust
JHS
$126M
26 0 0% 24.2%
IMOS
2031
ChipMOS TECHNOLOGIES
IMOS
$1.92B
92 0 0% 103%
IHY icon
2032
VanEck International High Yield Bond ETF
IHY
$42.9M
29 0 0% 10.8%
IGPT icon
2033
Invesco AI and Next Gen Software ETF
IGPT
$1.21B
20 0 0% 536%
IFGL icon
2034
iShares International Developed Real Estate ETF
IFGL
$81.6M
82 0 0% 27%
HY icon
2035
Hyster-Yale Materials Handling
HY
$593M
159 0 0% 54.8%
HUM icon
2036
Humana
HUM
$46.7B
542 0 0% 119%
HSY icon
2037
Hershey
HSY
$35.4B
663 0 0% 72.7%
HQL
2038
abrdn Life Sciences Investors
HQL
$585M
45 0 0% 30.2%
HROW icon
2039
Harrow
HROW
$1.43B
16 0 0% 381%
HPI
2040
John Hancock Preferred Income Fund
HPI
$428M
39 0 0% 24.6%
HFBL icon
2041
Home Federal Bancorp
HFBL
$67M
16 0 0% 128%
GROW icon
2042
US Global Investors
GROW
$36.3M
27 0 0% 8.44%
GOOGL icon
2043
Alphabet (Google) Class A
GOOGL
$3.91T
7 0 0% 1,053%
GNSS icon
2044
Genasys
GNSS
$75.6M
45 0 0% 29.4%
GOEX icon
2045
Global X Gold Explorers ETF NEW
GOEX
$106M
14 0 0% 262%
GDO
2046
Western Asset Global Corporate Defined Opportunity Fund
GDO
$77M
38 0 0% 42.1%
GBLI icon
2047
Global Indemnity Group
GBLI
$394M
51 0 0% 2.7%
GCBC icon
2048
Greene County Bancorp
GCBC
$562M
6 0 0% 363%
GAU
2049
Galiano Gold
GAU
$486M
52 0 0% 28.3%
AVBH
2050
Avidbank Holdings
AVBH
$349M
2 0 0%