WPLCX Mutual Fund

WPLCX Mutual Fund

NAV$22.37
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Showing top 16 of 16 holdings · as of May 31, 2026
WPLCX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
18.97%		19.0%16,000$4.99MInfo TechTech Hardware
2
JPM
JPMorgan ChaseFinancials · Banks
13.53%		32.5%11,900$3.56MFinancialsBanks
Sector and industry · Pro
3
IBRX
Immunitybio Inc
13.29%		45.8%465,000$3.50M
4
MSFT
Microsoft Corp
13.09%		58.9%7,650$3.44M
5—Bank of America Corp.:
12.74%		71.6%65,000$3.35M
6
WFC
Wells Fargo & Co.
7.98%		79.6%27,100$2.10M
7—Mitsubishi Ufj Financial Group Inc Adr
5.69%		85.3%80,000$1.50M
8
XOM
Exxon Mobil Corp.
4.19%		89.5%7,600$1.10M
9
BRK.B
Berkshire Hathaway Inc BRK/B Us Equity
3.61%		93.1%2,000$949.0K
10
UBSG
Ubs Group Ag Ordinary Shares
3.58%		96.7%20,000$941.6K
11
CVX
Chevron Corp
1.39%		98.1%2,000$364.9K
12
MCD
Mcdonald'S Corp
1.06%		99.1%1,000$279.2K
13
GOIXX
Money Market Fund
0.82%		99.9%217,128$217.1K
14
UPS
United Parcel Service, Inc
0.41%		100.3%1,000$106.7K
15—Spx Us 06/18/26 P5000
0.01%		100.4%52$1.8K
16—Spx Us 06/17/27 P4600
-0.49%		99.9%-26$-127920
Not reported for this fund: share changes.
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WPLCX Mutual Fund All Holdings

WPLCX holdings total 16 positions. The top 10 holdings account for 96.7% of the fund, led by Apple, Inc at 19.0%, Jpmorgan Chase at 13.5%, Immunitybio Inc at 13.3%.

WPLCX portfolio concentration is relatively high, with the top 10 representing 96.7% of total assets. The largest sector exposure is Financials at 43.5%.

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