Holdings (Monthly) Guide ↗

Icon Health And Information Technology Fund

· SCM Trust

Monthly Holdings $98M AUM 4 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds

All 6 New 3 Added 4 Reduced 6 Exited · Jun 2026 vs Mar 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD	TSM	Mar 2026	15,700	-1,000	$7.5M	+32.9%	7.67%	EC
2	CISCO SYSTEMS INC	CSCO	Mar 2026	45,390	-20,000	$5.3M	+5.1%	5.45%	EC
3	ARROW ELECTRONICS INC	ARW	Mar 2026	22,590	-3,000	$4.8M	+31.4%	4.93%	EC
4	TD SYNNEX CORP	SNX	Mar 2026	13,620	-6,700	$3.6M	+6.2%	3.72%	EC