BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
14.9%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 984.56M
Full voting authority
984.56M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 21.94M | SH | $4.39B 6.16% | 21.94M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.99M | SH | $3.76B 5.27% | 12.99M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.58M | SH | $2.45B 3.44% | 6.58M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.76M | SH | $2.09B 2.93% | 8.76M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.21M | SH | $1.86B 2.61% | 5.21M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.20M | SH | $1.59B 2.22% | 4.20M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.22M | SH | $1.49B 2.09% | 4.22M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.03M | SH | $1.19B 1.67% | 1.03M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.06M | SH | $1.16B 1.63% | 2.06M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.48M | SH | $1.04B 1.46% | 2.48M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 726.20K | SH | $871.02M 1.22% | 726.20K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.44M | SH | $838.95M 1.18% | 1.44M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.62M | SH | $808.16M 1.13% | 1.62M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.39M | SH | $782.24M 1.10% | 2.39M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 6.84M | SH | $711.34M 1.00% | 6.84M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.57M | SH | $651.84M 0.91% | 2.57M | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 4.06M | SH | $567.37M 0.80% | 4.06M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 1.19M | SH | $513.81M 0.72% | 1.19M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.47M | SH | $502.98M 0.71% | 1.47M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.11M | SH | $461.42M 0.65% | 1.11M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 3.65M | SH | $413.27M 0.58% | 3.65M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 567.73K | SH | $410.47M 0.58% | 567.73K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 3.46M | SH | $406.72M 0.57% | 3.46M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.60M | SH | $402.26M 0.56% | 1.60M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.88M | SH | $393.32M 0.55% | 2.88M | 0.00 | 0.00 |