BOXFORD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
46.5%
Top 10 weight
83.6%
Voting Authority Distribution
Total shares with voting rights: 680.09K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
680.09K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 45.31K | SH | $21.71M 23.79% | 0.00 | 0.00 | 45.31K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 8.30K | SH | $10.96M 12.01% | 0.00 | 0.00 | 8.30K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 257.21K | SH | $9.73M 10.66% | 0.00 | 0.00 | 257.21K |
NEXTERA ENERGY INCSOLE | COM | 85.94K | SH | $7.98M 8.75% | 0.00 | 0.00 | 85.94K |
BLACKSTONE INCSOLE | COM | 67.28K | SH | $7.74M 8.48% | 0.00 | 0.00 | 67.28K |
OREILLY AUTOMOTIVE INCSOLE | COM | 57.67K | SH | $5.32M 5.83% | 0.00 | 0.00 | 57.67K |
JPMORGAN CHASE & COSOLE | COM | 13.51K | SH | $3.97M 4.36% | 0.00 | 0.00 | 13.51K |
SYNOPSYS INCSOLE | COM | 9.07K | SH | $3.60M 3.94% | 0.00 | 0.00 | 9.07K |
FORTINET INCSOLE | COM | 33.22K | SH | $2.71M 2.97% | 0.00 | 0.00 | 33.22K |
SPDR GOLD TRSOLE | GOLD SHS | 6.03K | SH | $2.59M 2.84% | 0.00 | 0.00 | 6.03K |
AMAZON COM INCSOLE | COM | 11.05K | SH | $2.30M 2.52% | 0.00 | 0.00 | 11.05K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.88K | SH | $2.25M 2.46% | 0.00 | 0.00 | 4.88K |
NUTANIX INCSOLE | CL A | 44.98K | SH | $1.71M 1.87% | 0.00 | 0.00 | 44.98K |
MICROSOFT CORPSOLE | COM | 4.59K | SH | $1.70M 1.86% | 0.00 | 0.00 | 4.59K |
AMERICAN TOWER CORPSOLE | COM | 8.85K | SH | $1.53M 1.67% | 0.00 | 0.00 | 8.85K |
T-MOBILE US INCSOLE | COM | 6.61K | SH | $1.39M 1.52% | 0.00 | 0.00 | 6.61K |
ANALOG DEVICES INCSOLE | COM | 3.43K | SH | $1.09M 1.20% | 0.00 | 0.00 | 3.43K |
INTUITSOLE | COM | 1.75K | SH | $754.5K 0.83% | 0.00 | 0.00 | 1.75K |
AGNICO EAGLE MINES LTDSOLE | COM | 3.04K | SH | $616.0K 0.68% | 0.00 | 0.00 | 3.04K |
BOEING COSOLE | COM | 2.75K | SH | $547.3K 0.60% | 0.00 | 0.00 | 2.75K |
ALPHABET INCSOLE | CAP STK CL C | 1.70K | SH | $487.7K 0.53% | 0.00 | 0.00 | 1.70K |
ALPHABET INCSOLE | CAP STK CL A | 1K | SH | $287.6K 0.32% | 0.00 | 0.00 | 1K |
PJT PARTNERS INCSOLE | COM CL A | 1.94K | SH | $270.6K 0.30% | 0.00 | 0.00 | 1.94K |