WesMark Balanced Fund (WMBLX) - Allocation--50% to 70% Equity fund with $101.36 Million in assets. The fund allocates 27.19% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Apple, Inc. at 5.02% of total assets. This is followed by Eli Lilly Co. (2.02%) and Chevron Corp. (2.71%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple, Inc. | 5.02% | - | - |
| Eli Lilly Co. | 2.02% | - | - |
| Chevron Corp. | 2.71% | - | - |
| AbbVie, Inc. | 2.35% | - | - |
| Cisco Systems, Inc. | 2.22% | - | - |
| JPMorgan Chase Co. | 2.77% | - | - |
| Texas Instruments, Inc. | 2.69% | - | - |
| Caterpillar, Inc. | 2.58% | - | - |
| PepsiCo, Inc. | 2.36% | - | - |
| Emerson Electric Co. | 2.47% | - | - |
| Federated Hermes Government Obligations Fund, Premier Class | 3.22% | - | - |
| The Goldman Sachs Group, Inc. | 2.19% | - | - |
| Lowe's Cos, Inc. | 1.91% | - | - |
| Microsoft Corp. | 3.31% | - | - |
| Goldman Sachs Group, Inc./The | 3.06% | - | - |
| Meta Platforms, Inc. | 2.32% | - | - |
| Wal-Mart Stores, Inc. | 1.97% | - | - |
| Lowe's Cos., Inc. | 1.97% | - | - |
| Federated Hermes Government Obligations Fund | 6.97% | - | - |
| Microsoft Corporation | 3.10% | - | - |
| JPMorgan Chase Company | 2.84% | - | - |
| Chevron Corporation | 2.67% | - | - |
| Walmart, Inc. | 2.14% | - | - |