WS

WesMark Small Company Fund | WMKSX

Mutual Fund
WesMark Small Company Fund
Last update 2025-02-24 90 Stocks (5 new)
Value $132.00 Mil Turnover 4 %
Countries:
Top Holdings: MOG.A(3.06%)SFM(2.76%)VRNS(2.74%)AIT(2.67%)SF(2.49%)
Summary Stock Picks Current Portfolio
WesMark Small Company Fund Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOG.A 		Moog Inc
20,500
4,035.2
0%
3.060
0%
0.060
+8.87%
-5.57%
5,838.5
Aerospace & Defense
SFM 		Sprouts Farmers Market Inc
28,582
3,631.9
0%
2.760
0%
0.030
+16.41%
+35.95%
16,905.6
Retail - Defensive
VRNS 		Varonis Systems Inc
81,200
3,607.7
-14.67%
2.740
-0.62%
0.070
+10.91%
+7.27%
5,334.3
Software
AIT 		Applied Industrial Technologies Inc
14,705
3,521.4
0%
2.670
0%
0.040
-9.42%
-5.05%
8,626.9
Industrial Distribution
SF 		Stifel Financial Corp
31,000
3,288.5
-38.85%
2.490
-1.45%
0.030
-10.89%
-10.79%
9,678.9
Capital Markets
CLS 		Celestica Inc
35,400
3,267.4
-19.56%
2.480
-0.35%
0.030
+7.78%
+25.01%
13,190.9
Hardware
AAON 		AAON Inc
27,500
3,236.2
-16.26%
2.450
-0.45%
0.030
+25.52%
-18.09%
7,833.9
Construction
GVA 		Granite Construction Inc
35,422
3,106.9
0%
2.360
0%
0.080
+8.51%
+2.16%
3,912.3
Construction
CRK 		Comstock Resources Inc
149,549
2,724.8
0%
2.070
0%
0.050
+29.59%
+27.88%
6,825.0
Oil & Gas
FBNC 		First Bancorp
60,108
2,642.9
0%
2.000
0%
0.150
-0.87%
-5.40%
1,713.6
Banks

WesMark Small Company Fund's Historical Top Holdings Breakdowns

WesMark Small Company Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PWR 		Quanta Services Inc2024-12-31Reduce
-1.52%
●
298.4 ($322.11) 346.6
$342.56
6.35%
Reduce -49.87%
6,500
-6,465
SF 		Stifel Financial Corp2024-12-31Reduce
-1.45%
●
94.41 ($107.31) 117.72
$94.22
-12.20%
Reduce -38.85%
31,000
-19,693
IJR 		iShares Core S&P Small-Cap ETF2024-12-31Sold Out
-1.42%
●
113.92 ($119.54) 127.38
$105.37
-11.85%
Sold Out
0
-15,476
GPOR 		Gulfport Energy Corp2024-12-31Add
+0.70%
●
137.59 ($160.7) 184.2
$191.50
19.17%
Add 102.04%
9,900
5,000
VRNS 		Varonis Systems Inc2024-12-31Reduce
-0.62%
●
43.91 ($51.96) 59.98
$47.66
-8.28%
Reduce -14.67%
81,200
-13,961
CIVI 		Civitas Resources Inc2024-12-31Sold Out
-0.58%
●
42.79 ($49.79) 54.92
$27.37
-45.03%
Sold Out
0
-14,678
AUB 		Atlantic Union Bankshares Corp2024-12-31Add
+0.49%
●
36.13 ($39.69) 43.55
$30.02
-24.36%
Add 37.3%
62,700
17,035
CON 		Concentra Group Holdings Parent Inc2024-12-31New Buy
+0.46%
●
19.47 ($20.65) 23.09
$21.63
4.75%
New holding
30,449
30,449
AAON 		AAON Inc2024-12-31Reduce
-0.45%
●
106.26 ($122.84) 140.75
$96.28
-21.62%
Reduce -16.26%
27,500
-5,339
PHR 		Phreesia Inc2024-12-31Add
+0.38%
●
18.04 ($21.35) 25.76
$24.49
14.71%
Add 76.92%
46,000
20,000

WesMark Small Company Fund Total Holding History ($B)

To

WesMark Small Company Fund's Asset Allocation

To

WesMark Small Company Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WesMark Small Company Fund's Hypothetical Growth since 2024-12-31

WesMark Small Company Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WesMark Small Company Fund's Holdings Heat Map

Size field:

WesMark Small Company Fund's Holdings Bubble Chart

WesMark Small Company Fund News

  • 1

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