WMKSX Mutual Fund

NAV$17.76
Showing 10 of 97 holdings(as of Mar 31, 2026)Top 10 Weight: 23.83%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1GOIXXFederated Government 2026-01-024.17%-$6.47M-UnknownUnknown
2DOCNDigitalocean Holdings Inc2.56%46,200$3.96M-11.0KInformation TechnologyIT Services
3AGXArgan Ord2.42%6,900$3.76MProProPro
4POWLPowell Industries Electrical Equipment2.27%6,500$3.52MProProPro
5MOG.AMoog Inccommon Stock2.26%12,000$3.51MProProPro
6GVAGranite Construction Inc2.24%28,922$3.47MProProPro
7FBNCFirst Bancorp Southern Pines Nc2.18%60,108$3.39MProProPro
8AITApplied Industrial Technologies Inc_None_02.05%12,005$3.19MProProPro
9VVVValvoline Inc1.91%87,800$2.96MProProPro
10ATMUAtmus Filtration Technologies Inccommon Stock1.77%48,400$2.75MProProPro
See the other 87 holdings of WMKSX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
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Top Holdings Themes

Cloud ComputingInternet & DigitalNetworking InfrastructureInfrastructureManufacturingDefense TechnologyAviation TechnologyRobotics & AutomationMedical DevicesGlobal BankingDigital BankingLending & CreditPaymentsConnectors & InterconnectsConsumer Spending

WMKSX Mutual Fund Top Holdings

WMKSX holdings top 10 positions. The top 10 holdings account for 23.8% of the fund, led by Federated Government 2026-01-02 at 4.2%, Digitalocean Holdings Inc at 2.6%, Argan Ord at 2.4%.

WMKSX portfolio concentration is well-diversified, with the top 10 representing 23.8% of total assets. The largest sector exposure is Industrials at 17.8%.

WMKSX sector allocation provides a detailed breakdown. WMKSX overlap tool shows how holdings compare to other funds in your portfolio.