WSBFX Mutual Fund

WSBFX Mutual Fund

NAV$24.90
See how much of WSBFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 77 holdings · as of Mar 31, 2026
Top 10 weight
43.56%
WSBFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtUs Treasury N/B 2033-08-15Financials · Capital Markets
7.77%		7.8%-$10.55MFinancialsCapital Markets
2DebtUs Treasury N/Bunited States Treasury Note/Bond 05/15/2043Financials · Capital Markets
6.46%		14.2%-$8.77MFinancialsCapital Markets
Share changes, sector and industry · Pro
3
AAPL
Apple, Inc
5.91%		20.1%31,655$8.03M
4
MSFT
Microsoft Corp
5.02%		25.2%18,410$6.81M
5—Alphabet Inc
3.60%		28.8%17,000$4.89M
6
AMAT
Applied Materials, Inc.
3.18%		31.9%12,630$4.32M
7
JPM
JPMorgan Chase
3.08%		35.0%14,205$4.18M
8DebtTreasury (Cpi) Note 1.88% Jul 15, 2034
3.07%		38.1%-$4.17M
9—Pg Photonics Corp.
2.83%		40.9%22,030$3.84M
10
COST
Costco Wholesale
2.64%		43.6%3,600$3.59M
More holdings · Pro
FundXLS Pro
See the other 67 holdings of WSBFX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Interest RatesCurrencyInflation ProtectionArtificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingGlobal BankingAsset ManagementDigital BankingMarket Infrastructure

WSBFX Mutual Fund Top Holdings

WSBFX holdings top 10 positions. The top 10 holdings account for 43.6% of the fund, led by Us Treasury N/B 2033-08-15 at 7.8%, Us Treasury N/Bunited States Treasury Note/Bond 05/15/2043 at 6.5%, Apple, Inc at 5.9%.

WSBFX portfolio concentration is moderate, with the top 10 representing 43.6% of total assets. The largest sector exposure is Financials at 29.0%.

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