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APPLX vs WMKSX

Shared holdings
1
APPLX covered by WMKSX
4.07%
WMKSX covered by APPLX
4.07%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 10 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

APPLX (Dec. 31, 2025)

SecurityWeight
MONEY MARKET FUND80.89%
Sprott Physical Gold Trust USD Class8.39%
VanEck Merk Gold ETF4.06%
SHS BEN INT1.94%
Bollore SE EUR0.161.65%
Sprott Physical Uranium Trust1.52%
US ULTRA BOND CBT Sep250.98%
Diana Shipping, Inc.0.57%
Moscow Exchange MICEX-RTS PJSC RUB1(RUB)0.00%
SBERBANK OF RUSSIA /USD/OFAC FAIL/ 0.000000000.00%

WMKSX (March 31, 2026)

SecurityWeight
MONEY MARKET FUND4.07%
DIGITALOCEAN HOLDINGS INC2.49%
ARGAN INC2.36%
POWELL INDUSTRIES INC2.21%
MOOG INC-CLASS A2.21%
GRANITE CONSTRUCTION INC2.18%
FIRST BANCORP/NC2.13%
APPLIED INDU TEC2.00%
VALVOLINE INC1.86%
ATMUS FILTRATION TECHNOLOGIES INC1.73%
MAGNOLIA OIL and GAS CORPO CL A1.58%
HAWKINS INC1.43%
CENTURI HOLDINGS INC1.43%
AAON INC1.43%
MATADOR RESOURCES COMPANY1.43%
ATLANTIC UNION B1.41%
TTM TECHNOLOGIES INC1.40%
OSI SYSTEMS INC1.39%
MUELLER WATER PRODUCTS INC A1.38%
AMERIS BANCORP1.36%
LEMAITRE VASCULAR INC1.36%
KURA SUSHI USA INC CL A1.33%
GULFPORT ENERGY CORP1.32%
MAMA'S CREATIONS INC1.29%
CATALYST PHARMACEUTICALS INC1.23%
COMSTOCK RESOURCES INC1.23%
PORTLAND GENERAL ELECTRIC CO1.21%
ORMAT TECHNOLOGIES INC1.21%
GARRETT MOTION INC1.20%
UNITED COMMUNITY BANKS GA1.16%
SIMMONS FIRST -A1.15%
ABERCROMBIE & FI1.15%
BLOOM ENERGY CORP CL A1.12%
ACADIA PHARMACEUTICALS INC1.09%
IMAX Corporation COM NPV1.07%
SENTINELONE INC1.05%
VIKING THERAPEUTICS INC1.04%
PJT PARTNERS INC1.03%
AVISTA CORP1.02%
BLACKLINE INC0.96%
HB FULLER CO0.96%
BELDEN INC0.96%
PERELLA WEINBERG PARTNERS0.96%
CG ONCOLOGY INC0.95%
AXSOME THERAPEUTICS INC0.94%
VARONIS SYSTEMS INC0.92%
I3 VERTICALS INC CL A0.91%
ARMSTRONG WORLD INDUSTRIES INC0.91%
INTEGER HOLDINGS CORP0.90%
SURGERY PARTNERS INC0.90%

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