WPLCX Holdings Information

WPLCX is a mutual fund with a total of 16 individual holdings. The top holdings are Apple stock at 18.97%, JPMorgan Chase & Co. at 13.53%, ImmunityBio at 13.29%, Microsoft at 13.09%, and Bank of America at 12.74%.

Total Holdings

Top 10 Percentage

96.67%

Asset Class

Equity

Fund Category

Large Value

Assets

28.01M

Forward PE Ratio

16.35

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AAPL	Apple Inc.	18.97%	16,000
2	JPM	JPMorgan Chase & Co.	13.53%	11,900
3	IBRX	ImmunityBio, Inc.	13.29%	465,000
4	MSFT	Microsoft Corporation	13.09%	7,650
5	BAC	Bank of America Corporation	12.74%	65,000
6	WFC	Wells Fargo & Company	7.98%	27,100
7	MUFG	Mitsubishi UFJ Financial Group, Inc.	5.69%	80,000
8	XOM	ExxonMobil Holdings Corporation	4.19%	7,600
9	BRK.B	Berkshire Hathaway Inc.	3.61%	2,000
10	SWX: UBSG	UBS Group AG	3.58%	20,000
11	CVX	Chevron Corporation	1.39%	2,000
12	MCD	McDonald's Corporation	1.06%	1,000
13	n/a	Cash & Cash Equivalents	0.96%	252,852
14	UPS	United Parcel Service, Inc.	0.41%	1,000
15	n/a	Spx Us 06/18/26 P5000	0.01%	5,200
16	n/a	Spx Us 06/17/27 P4600	-0.49%	2,600

As of May 31, 2026