WesMark Large Company Fund (WMKGX)
26.98
+0.06
(+0.22%)
USD |
Dec 05 2025
WMKGX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.29% |
| Stock | 98.67% |
| Bond | 0.16% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.88% |
Market Capitalization
As of June 30, 2025
| Large | 83.33% |
| Mid | 12.59% |
| Small | 4.08% |
Region Exposure
| Americas | 95.89% |
|---|---|
|
North America
|
95.89% |
| Canada | 1.09% |
| United States | 94.81% |
|
Latin America
|
0.00% |
As of June 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.01% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
3.01% |
| Denmark | 1.02% |
| Switzerland | 1.07% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.10% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.18% |
| Materials |
|
1.47% |
| Consumer Discretionary |
|
10.16% |
| Financials |
|
12.81% |
| Real Estate |
|
0.75% |
| Sensitive |
|
56.65% |
| Communication Services |
|
10.53% |
| Energy |
|
4.09% |
| Industrials |
|
9.89% |
| Information Technology |
|
32.14% |
| Defensive |
|
17.75% |
| Consumer Staples |
|
5.11% |
| Health Care |
|
9.18% |
| Utilities |
|
3.45% |
| Not Classified |
|
0.42% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.42% |
As of June 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |