WPVLX Mutual Fund

WPVLX Mutual Fund

NAV$30.51
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Showing the top 10 of 35 holdings · as of Jun 30, 2026
Top 10 weight
55.00%
WPVLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
8.57%		8.6%85,000$42.53MIndustrialsIndustrial Conglomerates
2
HEI
Heico Corp. Cl. AIndustrials · Aerospace & Defense
8.30%		16.9%159,880$41.23MIndustrialsAerospace & Defense
Share changes, sector and industry · Pro
3
GOOG
Alphabet Inc. C
6.90%		23.8%97,000$34.27M
4
V
Visa Inc Class A
5.42%		29.2%78,500$26.93M
5
MA
Mastercard Inc
4.65%		33.8%45,000$23.11M
6
LH
Labcorp Holdings Inc
4.62%		38.5%82,000$22.96M
7
AON
Aon Plc
4.51%		43.0%67,500$22.39M
8
VMC
Vulcan Materials Co.
4.16%		47.1%70,000$20.65M
9
META
Meta Platforms Inc
3.97%		51.1%35,000$19.72M
10
TXN
Texas Instrument Inc
3.90%		55.0%65,000$19.37M
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Themes in the top 10
Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingManufacturingRobotics & AutomationData & AnalyticsEmerging TechSemiconductorsArtificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingPaymentsDigital Banking

WPVLX Mutual Fund Top Holdings

WPVLX holdings top 10 positions. The top 10 holdings account for 55.0% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 8.6%, Heico Corp. Cl. A at 8.3%, Alphabet Inc. C at 6.9%.

WPVLX portfolio concentration is relatively high, with the top 10 representing 55.0% of total assets. The largest sector exposure is Industrials at 20.2%.

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