WPVLX Mutual Fund

WPVLX Mutual Fund

NAV$31.43
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Showing the top 10 of 33 holdings · as of Mar 31, 2026
Top 10 weight
54.59%
WPVLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
9.06%		9.1%90,000$43.13MIndustrialsIndustrial Conglomerates
2
GOOG
Alphabet Inc. CComm. Services · Interactive Media
7.38%		16.4%122,500$35.14MComm. ServicesInteractive Media
Share changes, sector and industry · Pro
3
HEI
Heico Corp. Cl. A
7.09%		23.5%159,880$33.75M
4
V
Visa Inc Class A
4.98%		28.5%78,500$23.73M
5
MA
Mastercard Inc
4.72%		33.2%45,000$22.48M
6
LH
Labcorp Holdings Inc
4.59%		37.8%82,000$21.88M
7
AON
Aon Plc
4.58%		42.4%67,500$21.79M
8
META
Meta Platforms, Inc.
4.21%		46.6%35,000$20.02M
9
VMC
Vulcan Materials Co.
4.00%		50.6%70,000$19.06M
10
DHR
Danaher Corp
3.98%		54.6%100,000$18.96M
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Themes in the top 10
Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingArtificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingManufacturingRobotics & AutomationEmerging TechSemiconductorsPaymentsDigital Banking

WPVLX Mutual Fund Top Holdings

WPVLX holdings top 10 positions. The top 10 holdings account for 54.6% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 9.1%, Alphabet Inc. C at 7.4%, Heico Corp. Cl. A at 7.1%.

WPVLX portfolio concentration is relatively high, with the top 10 representing 54.6% of total assets. The largest sector exposure is Industrials at 21.1%.

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