WPOIX Holdings Information

WPOIX is a mutual fund with a total of 26 individual holdings. The top holdings are Berkshire Hathaway stock at 16.48%, Alphabet at 5.94%, Microsoft at 5.89%, Thermo Fisher Scientific at 5.48%, and Visa Inc. at 5.29%.

Total Holdings

Top 10 Percentage

62.59%

Asset Class

Equity

Fund Category

Long-Short Equity

Assets

331.78M

Forward PE Ratio

14.81

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	BRK.B	Berkshire Hathaway Inc.	16.48%	108,000
2	GOOG	Alphabet Inc.	5.94%	65,000
3	MSFT	Microsoft Corporation	5.89%	50,000
4	TMO	Thermo Fisher Scientific Inc.	5.48%	35,000
5	V	Visa Inc.	5.29%	55,000
6	DHR	Danaher Corporation	4.83%	80,000
7	MA	Mastercard Incorporated	4.77%	30,000
8	AMZN	Amazon.com, Inc.	4.64%	70,000
9	SIRI	Sirius XM Holdings Inc.	4.63%	630,000
10	AON	Aon plc	4.63%	45,000
11	IEX	IDEX Corporation	4.23%	70,000
12	TXN	Texas Instruments Incorporated	4.02%	65,000
13	LBRDK	Liberty Broadband Corporation	3.84%	240,000
14	META	Meta Platforms, Inc.	3.64%	20,000
15	EEFT	Euronet Worldwide, Inc.	3.38%	160,000
16	TECH	Bio-Techne Corporation	3.16%	190,000
17	GPN	Global Payments Inc.	2.57%	120,000
18	B.0 06.18.26	United States Treasury Bills 0%	2.53%	8,000,000
19	IJGXX	JPMorgan U.S. Government Money Market Fund	2.47%	7,756,909
20	B.0 04.14.26	United States Treasury Bills 0%	1.59%	5,000,000
21	ACN	Accenture plc	1.58%	25,000
22	VMC	Vulcan Materials Company	1.30%	15,000
23	POOL	Pool Corporation	0.97%	15,000
24	CRM	Salesforce, Inc.	0.89%	15,000
25	LBRDA	Liberty Broadband Corporation	0.64%	40,000

Showing 25 of 26 holdings

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As of Mar 31, 2026