WBALX Mutual Fund

WBALX Mutual Fund

NAV$16.80
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Showing the top 10 of 175 holdings · as of Mar 31, 2026
Top 10 weight
23.61%
WBALX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
3.37%		3.4%12,000$5.75MIndustrialsIndustrial Conglomerates
2
DHR
Danaher CorpHealth Care · Life Sciences Tools
2.34%		5.7%21,000$3.98MHealth CareLife Sciences Tools
Share changes, sector and industry · Pro
3
VMC
Vulcan Materials Co.
2.32%		8.0%14,500$3.95M
4
AON
Aon Plc
2.32%		10.3%12,250$3.95M
5
TMO
Thermo Fisherscientific Inc.
2.31%		12.7%8,000$3.93M
6DebtUnited States Treasury Note/bond
2.27%		14.9%-$3.87M
7
MLM
Martin Marietta Materials Inc.
2.25%		17.2%6,500$3.83M
8
V
Visa Inc Class A
2.22%		19.4%12,500$3.78M
9
MA
Mastercard Inc
2.20%		21.6%7,500$3.75M
10DebtMicrosoft Corp
2.01%		23.6%9,250$3.42M
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Themes in the top 10
Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingFood InnovationHealth & WellnessInfrastructureUrbanizationSustainable MaterialsInflation ProtectionConstruction TechLife Sciences ToolsBiotechnologyMedical DevicesBiotechnology Tools

WBALX Mutual Fund Top Holdings

WBALX holdings top 10 positions. The top 10 holdings account for 23.6% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 3.4%, Danaher Corporation at 2.3%, Vulcan Materials Co. at 2.3%.

WBALX portfolio concentration is well-diversified, with the top 10 representing 23.6% of total assets. The largest sector exposure is Financials at 44.8%.

WBALX sectors provide a detailed breakdown. WBALX overlap shows how holdings compare to other funds in your portfolio.