# Portfolio overlap — WMKGX vs SWLSX

Comparing **WesMark Large Company Fund** (2026-03-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 21
- WesMark Large Company Fund covered by Schwab Large-Cap Growth Fund: 0.5082450930756363809755458372
- Schwab Large-Cap Growth Fund covered by WesMark Large Company Fund: 0.5082450930756363809755458372

## WesMark Large Company Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.071346 | ✓ |
| ALPHABET INC CL A | 0.062695 | ✓ |
| MICROSOFT CORP | 0.061325 | ✓ |
| NVIDIA CORP | 0.055642 | ✓ |
| AMAZON.COM INC | 0.049516 | ✓ |
| META PLATFORMS INC CL A | 0.037315 | ✓ |
| RTX CORP | 0.029748 |  |
| BROADCOM INC | 0.029375 | ✓ |
| JPMORGAN CHASE and CO | 0.026585 |  |
| TESLA INC | 0.023768 | ✓ |
| ADV MICRO DEVICE | 0.023181 | ✓ |
| PARKER HANNIFIN CORP | 0.021428 | ✓ |
| AMGEN INC | 0.021053 |  |
| BLACKROCK INC | 0.020606 | ✓ |
| MARVELL TECHNOLOGY INC | 0.020555 |  |
| THERMO FISHER SCIENTIFIC INC | 0.018680 |  |
| DEERE & CO | 0.018395 |  |
| ABBVIE INC | 0.016056 | ✓ |
| HALLIBURTON CO | 0.015784 |  |
| PROCTER & GAMBLE | 0.015364 |  |
| FIFTH THIRD BANCORP | 0.015210 |  |
| PALO ALTO NETWORKS INC | 0.014422 | ✓ |
| UNITEDHEALTH GRP | 0.013997 |  |
| WALMART INC | 0.012658 | ✓ |
| DIAMONDBACK ENERGY INC | 0.012074 |  |
| CAVA GROUP INC | 0.011696 |  |
| DUKE ENERGY CORP NEW | 0.011695 |  |
| BANK OF AMERICA CORPORATION | 0.011590 |  |
| Spotify Technology SA | 0.011569 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.011455 |  |
| FREEPORT MCMORAN INC | 0.011331 |  |
| CHEVRON CORP | 0.011168 |  |
| MASTERCARD INC CL A | 0.010916 | ✓ |
| NETFLIX INC | 0.010812 | ✓ |
| PPG INDUSTRIES INC | 0.010801 |  |
| AMERICAN WATER WRKS COMPANY | 0.010783 |  |
| MORGAN STANLEY | 0.010744 |  |
| MARRIOTT INTL-A | 0.009878 |  |
| DOVER CORP | 0.009644 |  |
| AMERICAN TOWER CORP | 0.009592 |  |
| INTUITIVE SURGICAL INC | 0.009479 | ✓ |
| MICRON TECHNOLOGY INC | 0.009443 |  |
| SNOWFLAKE INC CL A | 0.009207 | ✓ |
| SHOPIFY INC CL A | 0.009185 |  |
| LILLY ELI and CO | 0.009161 | ✓ |
| UBER TECHNOLOGIES INC | 0.008782 | ✓ |
| MONEY MARKET FUND | 0.008472 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.007816 |  |
| On Holding AG | 0.007529 |  |
| EXELIXIS INC | 0.007441 |  |

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 | ✓ |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 | ✓ |
| LILLY ELI and CO | 0.032816 | ✓ |
| TESLA INC | 0.031366 | ✓ |
| VISA INC-CLASS A | 0.017293 |  |
| LAM RESEARCH CORP | 0.017205 |  |
| ABBVIE INC | 0.016018 | ✓ |
| AMPHENOL CORPORATION CL A | 0.015837 |  |
| NETFLIX INC | 0.015354 | ✓ |
| GENERAL ELECTRIC CO | 0.014415 |  |
| ADV MICRO DEVICE | 0.014276 | ✓ |
| COSTCO WHOLESALE CORP | 0.014174 |  |
| ARISTA NETWORKS INC | 0.013964 |  |
| MASTERCARD INC CL A | 0.013643 | ✓ |
| PALO ALTO NETWORKS INC | 0.013123 | ✓ |
| HOME DEPOT INC | 0.012078 |  |
| CATERPILLAR INC | 0.011930 |  |
| AMERICAN EXPRESS CO | 0.011049 |  |
| INTUIT INC | 0.010727 |  |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 | ✓ |
| TJX COS INC | 0.010101 |  |
| CROWDSTRIKE HOLDINGS INC | 0.009596 |  |
| GE VERNOVA LLC | 0.008844 |  |
| VERTIV HOLDINGS CO | 0.008841 |  |
| PALANTIR TECHNOLOGIES INC | 0.008835 |  |
| INTUITIVE SURGICAL INC | 0.008587 | ✓ |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 |  |
| QUANTA SVCS INC | 0.007998 |  |
| BOSTON SCIENTIFIC CORP | 0.007910 |  |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 | ✓ |
| DATADOG INC CL A | 0.007018 |  |
| INTERACTIVE BROKERS GROUP INC | 0.006615 |  |
| SERVICENOW INC | 0.006589 |  |
| KLA CORP | 0.006305 |  |
| CADENCE DESIGN SYSTEMS INC | 0.006029 |  |
| VERTEX PHARMACEUTICALS INC | 0.005848 |  |
| ORACLE CORP | 0.005716 | ✓ |
| WALMART INC | 0.005690 | ✓ |
| DOORDASH INC-A | 0.005354 |  |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 |  |
| TEXAS INSTRUMENTS INC | 0.004854 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007533` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1007226/000091047226007533/0000910472-26-007533-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>

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