WPOIX Mutual Fund

WPOIX Mutual Fund

NAV$11.95
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Showing the top 10 of 26 holdings · as of Mar 31, 2026
Top 10 weight
62.64%
WPOIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway, Inc.
16.50%		16.5%108,000$51.75M--
2
GOOG
Alphabet Inc. CComm. Services · Interactive Media
5.94%		22.4%65,000$18.65MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3DebtMicrosoft Corp
5.90%		28.3%50,000$18.51M
4
TMO
Thermo Fisherscientific Inc.
5.48%		33.8%35,000$17.20M
5
V
Visa Inc Class A
5.30%		39.1%55,000$16.62M
6
DHR
Danaher Corp
4.83%		44.0%80,000$15.17M
7
MA
Mastercard Inc
4.78%		48.7%30,000$14.99M
8
AMZN
Amazon.com Inc
4.65%		53.4%70,000$14.58M
9—Aon Plc-Class A
4.63%		58.0%45,000$14.53M
10
SIRI
Sirius Xm Holdings Inc
4.63%		62.6%630,000$14.54M
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Themes in the top 10
Artificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingCybersecurityNetworking InfrastructureLife Sciences ToolsBiotechnologyMedical DevicesBiotechnology ToolsPaymentsDigital BankingConsumer SpendingFood Innovation

WPOIX Mutual Fund Top Holdings

WPOIX holdings top 10 positions. The top 10 holdings account for 62.6% of the fund, led by Berkshire Hathaway, Inc. at 16.5%, Alphabet Inc. C at 5.9%, Microsoft Corp 4.100 Feb 06 37 at 5.9%.

WPOIX portfolio concentration is relatively high, with the top 10 representing 62.6% of total assets. The largest sector exposure is Information Technology at 22.1%.

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