WSEFX Holdings — Walden Equity Fund

All 50 reported holdings of Walden Equity Fund (WSEFX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Apple, Inc.9.03%$20.08M
Alphabet, Inc.7.06%$15.68M
Microsoft Corp.7.04%$15.66M
Applied Materials, Inc.6.93%$15.40M
Jp Morgan Chase & Company4.77%$10.60M
NVIDIA Corp.3.97%$8.82M
Visa, Inc.3.87%$8.60M
Kla Corp.3.71%$8.25M
Alphabet, Inc.3.45%$7.68M
Cisco Systems, Inc.3.24%$7.19M
Deere & Company2.75%$6.10M
Johnson & Johnson2.62%$5.82M
Chubb Ltd. (switzerland)2.33%$5.19M
Hubbell, Inc.2.09%$4.64M
Conocophillips1.95%$4.33M
Stryker Corp.1.93%$4.29M
Union Pacific Corp.1.91%$4.24M
Unitedhealth Group, Inc.1.85%$4.11M
Autozone, Inc.1.65%$3.66M
Ross Stores, Inc.1.64%$3.64M
Merck & Company, Inc.1.57%$3.49M
Pepsico, Inc.1.38%$3.07M
American Express Company1.36%$3.03M
Analog Devices, Inc.1.36%$3.02M
Automatic Data Processing, Inc.1.31%$2.92M
Booking Holdings, Inc.1.31%$2.91M
W.w. Grainger, Inc.1.28%$2.85M
Waters Corp.1.19%$2.65M
Costco Wholesale Corp.1.19%$2.64M
Donaldson Company, Inc.1.10%$2.44M
Accenture PLC1.01%$2.26M
Essential Utilities, Inc.1.01%$2.24M
Morgan Stanley1.01%$2.24M
Te Connectivity PLC0.97%$2.15M
Marsh & Mclennan Companies, Inc.0.94%$2.08M
United Parcel Service, Inc.0.82%$1.83M
Eversource Energy0.79%$1.76M
Lowe's Companies, Inc.0.78%$1.72M
Northern Institutional Funds0.75%$1.66M
Agilent Technologies, Inc.0.71%$1.59M
Aptargroup, Inc.0.69%$1.53M
T. Rowe Price Group, Inc.0.58%$1.29M
Air Products And Chemicals, Inc.0.58%$1.29M
Hershey Company (the)0.51%$1.13M
Sysco Corp.0.49%$1.09M
Nike, Inc.0.46%$1.01M
Mcdonald's Corp.0.37%$824.45K
Becton Dickinson & Company0.35%$781.62K
Danaher Corp.0.30%$656.20K
Adobe, Inc.0.10%$222.45K

WSEFX overview: performance, fees, allocation and SEC filings