WHGLX Holdings Information

WHGLX is a mutual fund with a total of 53 individual holdings. The top holdings are Amazon.com stock at 3.66%, Alphabet at 3.10%, NextEra Energy at 2.51%, JPMorgan Chase & Co. at 2.50%, and Apple at 2.50%.

Total Holdings

Top 10 Percentage

25.54%

Asset Class

Equity

Fund Category

Large Value

Assets

177.33M

Forward PE Ratio

20.11

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AMZN	Amazon.com, Inc.	3.66%	25,883
2	GOOGL	Alphabet Inc.	3.10%	16,171
3	NEE	NextEra Energy, Inc.	2.51%	50,944
4	JPM	JPMorgan Chase & Co.	2.50%	12,667
5	AAPL	Apple Inc.	2.50%	14,999
6	CSX	CSX Corporation	2.38%	107,089
7	PGR	The Progressive Corporation	2.35%	16,833
8	META	Meta Platforms, Inc.	2.31%	5,708
9	MRK	Merck & Co., Inc.	2.13%	33,065
10	MSCI	MSCI Inc.	2.10%	5,975
11	XOM	Exxon Mobil Corporation	2.08%	28,200
12	CVX	Chevron Corporation	2.07%	22,208
13	MSFT	Microsoft Corporation	2.06%	6,952
14	TMO	Thermo Fisher Scientific Inc.	2.06%	5,802
15	AJG	Arthur J. Gallagher & Co.	2.06%	12,972
16	V	Visa Inc.	2.05%	9,544
17	WEC	WEC Energy Group, Inc.	2.04%	31,592
18	PKG	Packaging Corporation of America	2.04%	16,144
19	ICE	Intercontinental Exchange, Inc.	2.03%	20,503
20	WM	Waste Management, Inc.	2.03%	15,101
21	MCK	McKesson Corporation	2.03%	4,041
22	WFC	Wells Fargo & Company	2.03%	35,488
23	BRK.B	Berkshire Hathaway Inc.	2.02%	6,568
24	ETR	Entergy Corporation	2.01%	35,446
25	CRM	Salesforce, Inc.	2.01%	12,360

Showing 25 of 53 holdings

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As of Dec 31, 2025