SAVANNAH, GA
Allocation by class
Portfolio Concentration
Top 3 weight
35.9%
Top 10 weight
65.6%
Voting Authority Distribution
Total shares with voting rights: 982.81K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
982.81K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 93.13K | SH | $23.64M 14.06% | 0.00 | 0.00 | 93.13K |
NVIDIA CORPORATIONSOLE | COM | 112.11K | SH | $19.55M 11.63% | 0.00 | 0.00 | 112.11K |
ALPHABET INC CAP STKSOLE | CL A | 59.97K | SH | $17.24M 10.26% | 0.00 | 0.00 | 59.97K |
AMAZON COM INCSOLE | COM | 70.55K | SH | $14.69M 8.74% | 0.00 | 0.00 | 70.55K |
JPMORGAN CHASE & CO.SOLE | COM | 24.80K | SH | $7.30M 4.34% | 0.00 | 0.00 | 24.80K |
VISA INCSOLE | COM CL A | 22.92K | SH | $6.93M 4.12% | 0.00 | 0.00 | 22.92K |
MICROSOFT CORPSOLE | COM | 18.28K | SH | $6.77M 4.03% | 0.00 | 0.00 | 18.28K |
HOME DEPOT INCSOLE | COM | 16.61K | SH | $5.46M 3.25% | 0.00 | 0.00 | 16.61K |
BANK AMERICA CORPSOLE | COM | 100.60K | SH | $4.90M 2.92% | 0.00 | 0.00 | 100.60K |
ALPHABET INCSOLE | CAP STK CL C | 13.39K | SH | $3.84M 2.28% | 0.00 | 0.00 | 13.39K |
AMERICAN TOWER CORP NEWSOLE | COM | 21.91K | SH | $3.78M 2.25% | 0.00 | 0.00 | 21.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.23K | SH | $3.47M 2.06% | 0.00 | 0.00 | 7.23K |
VULCAN MATLS COSOLE | COM | 11.15K | SH | $3.04M 1.81% | 0.00 | 0.00 | 11.15K |
JOHNSON & JOHNSONSOLE | COM | 11.46K | SH | $2.80M 1.67% | 0.00 | 0.00 | 11.46K |
UNITED PARCEL SERVICE INCSOLE | CL B | 27.09K | SH | $2.66M 1.59% | 0.00 | 0.00 | 27.09K |
MCDONALDS CORPSOLE | COM | 7.80K | SH | $2.42M 1.44% | 0.00 | 0.00 | 7.80K |
UNITEDHEALTH GROUP INCSOLE | COM | 8.56K | SH | $2.32M 1.38% | 0.00 | 0.00 | 8.56K |
DEERE & COSOLE | COM | 3.80K | SH | $2.14M 1.27% | 0.00 | 0.00 | 3.80K |
COSTCO WHSL CORP NEWSOLE | COM | 2.04K | SH | $2.03M 1.21% | 0.00 | 0.00 | 2.04K |
VALERO ENERGY CORPSOLE | COM | 6.88K | SH | $1.70M 1.01% | 0.00 | 0.00 | 6.88K |
CSX CORPSOLE | COM | 38.91K | SH | $1.60M 0.95% | 0.00 | 0.00 | 38.91K |
CHEVRON CORP NEWSOLE | COM | 7.64K | SH | $1.58M 0.94% | 0.00 | 0.00 | 7.64K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 4.29K | SH | $1.45M 0.86% | 0.00 | 0.00 | 4.29K |
TESLA INCSOLE | COM | 3.71K | SH | $1.38M 0.82% | 0.00 | 0.00 | 3.71K |
PEPSICO INCSOLE | COM | 8.68K | SH | $1.35M 0.80% | 0.00 | 0.00 | 8.68K |