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ESEIX vs WPVLX

Shared holdings
6
ESEIX covered by WPVLX
20.67%
WPVLX covered by ESEIX
20.67%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ESEIX (March 31, 2026)

SecurityWeight
TJX COS INC6.98%
ALPHABET INC CL C6.31%
MARTIN MAR MTLS5.27%
VISA INC-CLASS A5.18%
ROSS STORES INC5.00%
MARKEL GROUP INC4.79%
CDW CORPORATION4.72%
GODADDY INC CL A4.10%
S&P GLOBAL INC3.94%
WHITE MOUNTAINS INS GROUP LTD3.93%
TRANSUNION3.85%
THERMO FISHER SCIENTIFIC INC3.79%
INTERCONTINENTAL EXCHANGE INC3.69%
STERIS PLC3.69%
AUTODESK INC3.49%
TRIMBLE INC3.34%
AMETEK INC NEW3.24%
EQUIFAX INC3.14%
DANAHER CORP2.64%
SHERWIN WILLIAMS CO2.50%
CARLISLE COS INC2.49%
O'REILLY AUTOMOTIVE INC2.44%
VERISK ANALYTICS INC2.26%
BROADRIDGE FINL2.24%
MSILF-GOVT-INS1.68%
TYLER TECHNOLOGIES INC1.19%
LPL FINL HLDGS INC1.09%
ZOETIS INC CL A1.03%
MSCI INC1.01%
THE BOOKING HOLDINGS INC0.99%

WPVLX (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B9.13%
ALPHABET INC CL C7.44%
HEICO CORP CL A7.15%
VISA INC-CLASS A5.03%
MASTERCARD INC CL A4.76%
LABCORP HOLDINGS INC4.63%
AON PLC-CLASS A4.61%
META PLATFORMS INC CL A4.24%
VULCAN MATERIALS CO4.04%
DANAHER CORP4.02%
MARTIN MAR MTLS3.89%
LIBERTY BROADBAND CORP C3.52%
TEXAS INSTRUMENTS INC3.29%
SIRIUS XM HOLDINGS INC3.18%
ACI WORLDWIDE INC3.13%
PERIMETER SOLUTIONS SA2.59%
LKQ CORP2.49%
ACCENTURE PLC-A2.31%
IDEX CORPORATION2.21%
COSTAR GROUP INC2.11%
OLD DOMINION FRT2.07%
BIO-TECHNE CORP1.99%
EQUIFAX INC1.91%
IDEXX LABS INC1.79%
ALTUS GROUP LTD1.64%
JPM-US GV MM-L1.30%
U.S. Treasury Bills1.06%
MICROSOFT CORP1.02%
LIBERTY BROADBAND CORP A0.96%
CDW CORPORATION0.90%
INGERSOLL RAND INC0.68%
REPLIGEN CORP0.62%
LICT CORP COM0.32%

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