WPOIX Mutual Fund

WPOIX Mutual Fund

NAV$12.17
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Showing the top 10 of 36 holdings · as of Jun 30, 2026
Top 10 weight
61.78%
WPOIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
16.17%		16.2%108,000$54.04MIndustrialsIndustrial Conglomerates
2
GOOG
Alphabet Inc. CComm. Services · Interactive Media
5.81%		22.0%55,000$19.43MComm. ServicesInteractive Media
Sector and industry · Pro
3
V
Visa Inc Class A
5.65%		27.6%55,000$18.87M
4
MSFT
Microsoft Corp
5.58%		33.2%50,000$18.65M
5
DHR
Danaher Corp
5.13%		38.3%90,000$17.14M
6
TMO
Thermo Fisherscientific Inc.
4.80%		43.1%32,000$16.04M
7
IEX
Idex Corp
4.75%		47.9%70,000$15.89M
8
AMZN
Amazon.com Inc
4.64%		52.5%65,000$15.49M
9
SIRI
Sirius Xm Holdings Inc
4.64%		57.2%525,000$15.51M
10
MA
Mastercard Inc
4.61%		61.8%30,000$15.41M
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Themes in the top 10
Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingArtificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingPaymentsDigital BankingConsumer SpendingCybersecurityNetworking InfrastructureFood Innovation

WPOIX Mutual Fund Top Holdings

WPOIX holdings top 10 positions. The top 10 holdings account for 61.8% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 16.2%, Alphabet Inc. C at 5.8%, Visa Inc Class A at 5.7%.

WPOIX portfolio concentration is relatively high, with the top 10 representing 61.8% of total assets. The largest sector exposure is Industrials at 21.9%.

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