July 2026

June 2026 Pricing Commentary

June was another positive month for the ABC Funds, with all three portfolios outperforming their respective benchmarks. The strongest contributors to our performance during the period included Micron, ASML, Visa, and Mastercard. Of particular note, Micron, the largest holding across the ABC Funds, delivered a remarkable quarter. The company reported outstanding financial results, driven by surging demand for high-bandwidth memory