WPVLX Holdings Information

WPVLX is a mutual fund with a total of 31 individual holdings. The top holdings are Berkshire Hathaway stock at 8.38%, HEICO at 7.47%, Alphabet at 7.12%, Visa Inc. at 5.10%, and Mastercard at 4.76%.

Total Holdings

Top 10 Percentage

54.09%

Asset Class

Equity

Fund Category

Large Blend

Assets

536.36M

Forward PE Ratio

19.24

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	BRK.B	Berkshire Hathaway Inc.	8.38%	90,000
2	HEI.A	HEICO Corporation	7.47%	159,880
3	GOOG	Alphabet Inc.	7.12%	122,500
4	V	Visa Inc.	5.10%	78,500
5	MA	Mastercard Incorporated	4.76%	45,000
6	DHR	Danaher Corporation	4.45%	105,000
7	AON	Aon plc	4.41%	67,500
8	IJGXX	JPMorgan U.S. Government Money Market Fund	4.32%	23,317,363
9	META	Meta Platforms, Inc.	4.28%	35,000
10	LH	Labcorp Holdings Inc.	3.81%	82,000
11	VMC	Vulcan Materials Company	3.70%	70,000
12	MLM	Martin Marietta Materials, Inc.	3.60%	31,200
13	ACIW	ACI Worldwide, Inc.	3.19%	360,000
14	CSGP	CoStar Group, Inc.	3.18%	255,000
15	LBRDK	Liberty Broadband Corporation	3.15%	350,000
16	ACN	Accenture plc	2.73%	55,000
17	SIRI	Sirius XM Holdings Inc.	2.67%	720,000
18	IEX	IDEX Corporation	2.64%	80,000
19	TXN	Texas Instruments Incorporated	2.57%	80,000
20	PRM	Perimeter Solutions, Inc.	2.55%	500,000
21	TECH	Bio-Techne Corporation	2.50%	230,000
22	LKQ	LKQ Corporation	2.42%	432,000
23	EFX	Equifax Inc.	2.21%	55,000
24	ODFL	Old Dominion Freight Line, Inc.	1.89%	65,000
25	IDXX	IDEXX Laboratories, Inc.	1.88%	15,000

Showing 25 of 31 holdings

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As of Dec 31, 2025