# Portfolio overlap — WMKMX vs APPLX

Comparing **WesMark West Virginia Municipal Bond Fund** (2026-03-31) and **APPLESEED FUND** (2025-12-31).

- Shared positions: 1
- WesMark West Virginia Municipal Bond Fund covered by APPLESEED FUND: 0.04262032250623694901052325930
- APPLESEED FUND covered by WesMark West Virginia Municipal Bond Fund: 0.04262032250623694901052325930

## WesMark West Virginia Municipal Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEY MARKET FUND | 0.042620 | ✓ |
| Ohio County Board of Education | 0.033413 |  |
| Hancock County Board of Education | 0.025852 |  |
| Monongalia County Building Commission | 0.022735 |  |
| Mason County Public Service District Water Revenue | 0.020920 |  |
| Hampshire County Building Commission | 0.019251 |  |
| West Virginia Housing Development Fund | 0.017413 |  |
| West Virginia Economic Development Authority | 0.015689 |  |
| Morgantown Utility Board Inc | 0.014917 |  |
| West Virginia Water Development Authority | 0.013163 |  |
| WEST VIRGINIA ST-B | 0.013130 |  |
| W VIRGINIA HOSP FIN-A | 0.012447 |  |
| West Virginia Housing Development Fund | 0.011980 |  |
| Moundsville Building Commission | 0.011978 |  |
| West Virginia (State of) (Bidding Group 2), Series 2018 B, GO Bonds | 0.011920 |  |
| Columbus-Franklin County Finance Authority 4.82% 11/01/2043 | 0.011914 |  |
| West Virginia Economic Development Authority | 0.011875 |  |
| Jefferson County Building Commission, Series 2025 | 0.011791 |  |
| Berkeley County Public Service District | 0.011738 |  |
| Morgantown Utility Board Inc | 0.011683 |  |
| West Virginia University | 0.011668 |  |
| Morgantown Utility Board Inc | 0.011666 |  |
| West Virginia Housing Development Fund, Series 2025A | 0.011635 |  |
| WV HOSP 4% 6/1/2029 | 0.011617 |  |
| Pennsylvania Housing Finance Agency, Single Family Mortgage Revenue Bonds, Social Series 2025-148A | 0.011611 |  |
| New York State Housing Finance Agency | 0.011602 |  |
| West Virginia Housing Development Fund | 0.011592 |  |
| Putnam Public Service District | 0.011534 |  |
| West Virginia Housing Development Fund, Housing Finance Revenue Bonds, Social Series 2024D | 0.011427 |  |
| COLORADO HSG & FIN AUTH MULTIFAMILY TAX-EXEMPT 4.48%, Due 3/1/2044 | 0.011378 |  |
| West Virginia Housing Development Fund | 0.011362 |  |
| Clark County School District | 0.011328 |  |
| Anderson-Shiro Consolidated Ind School District | 0.011316 |  |
| Berkeley County Public Service Sewer District, Series 2025A | 0.011160 |  |
| Berkeley County Public Service District, Series 2025 A | 0.011058 |  |
| Berkeley County Public Service Sewer District, Series 2025A | 0.010950 |  |
| Raleigh County Public Service District | 0.010870 |  |
| TX BEXMED 4 02/15/2043 | 0.010826 |  |
| Putnam Public Service District | 0.010791 |  |
| Kanawha County Public Building Commission | 0.010442 |  |
| EL PASO TX INDEP SCH DIST | 0.010437 |  |
| Harrison County Building Commission | 0.010435 |  |
| Claywood Park Public Service District WV Wate | 0.010108 |  |
| Putnam Public Service District | 0.010031 |  |
| Putnam Public Service District | 0.010029 |  |
| Lewis County Building Commission | 0.009973 |  |
| Jefferson County School District Finance Corp | 0.009750 |  |
| Putnam Public Service District | 0.009312 |  |
| Greenbrier Public Service District No 1 | 0.009224 |  |
| West Virginia Housing Development Fund | 0.008872 |  |

## APPLESEED FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEY MARKET FUND | 0.808886 | ✓ |
| Sprott Physical Gold Trust USD Class | 0.083936 |  |
| VanEck Merk Gold ETF | 0.040554 |  |
| SHS BEN INT | 0.019417 |  |
| Bollore SE EUR0.16 | 0.016519 |  |
| Sprott Physical Uranium Trust | 0.015227 |  |
| US ULTRA BOND CBT Sep25 | 0.009777 |  |
| Diana Shipping, Inc. | 0.005680 |  |
| Moscow Exchange MICEX-RTS PJSC RUB1(RUB) | 0.000003 |  |
| SBERBANK OF RUSSIA /USD/OFAC FAIL/ 0.00000000 | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007531` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1007226/000091047226007531/0000910472-26-007531-index.htm>
- N-PORT (fund B) — accession `0000910472-26-002398` (as of 2025-12-31)
  <https://www.sec.gov/Archives/edgar/data/1199046/000091047226002398/0000910472-26-002398-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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