MONUMENT, CO
Allocation by class
Portfolio Concentration
Top 3 weight
7.6%
Top 10 weight
15.4%
Voting Authority Distribution
Total shares with voting rights: 158.16M
Full voting authority
157.63M
shares
Joint voting authority
0.00
shares
No voting authority
535.98K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 511.58K | SH | $182.82M 2.79% | 511.58K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 717.45K | SH | $171.00M 2.61% | 717.45K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 500.70K | SH | $144.88M 2.21% | 500.50K | 0.00 | 192.00 |
MICROSOFT CORPSOLE | COM | 277.19K | SH | $103.40M 1.58% | 277.09K | 0.00 | 97.00 |
META PLATFORMS INCSOLE | CL A | 155.32K | SH | $87.49M 1.33% | 155.32K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 678.68K | SH | $76.87M 1.17% | 678.68K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 59.03K | SH | $68.13M 1.04% | 59.03K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 195.29K | SH | $67.00M 1.02% | 195.29K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 109.14K | SH | $56.05M 0.85% | 109.14K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 206.41K | SH | $52.72M 0.80% | 206.41K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 174.47K | SH | $49.06M 0.75% | 174.28K | 0.00 | 181.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 1.14M | SH | $48.40M 0.74% | 1.14M | 0.00 | 1.26K |
BROADCOM INCSOLE | COM | 123.94K | SH | $46.82M 0.71% | 123.94K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 155.76K | SH | $46.43M 0.71% | 155.47K | 0.00 | 285.00 |
MERCK & CO INCSOLE | COM | 346.19K | SH | $44.49M 0.68% | 345.69K | 0.00 | 498.00 |
CISCO SYS INCSOLE | COM | 347K | SH | $40.76M 0.62% | 346.30K | 0.00 | 701.00 |
PALO ALTO NETWORKS INCSOLE | COM | 119.09K | SH | $40.61M 0.62% | 119.09K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 92.77K | SH | $40.03M 0.61% | 92.77K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 371.76K | SH | $39.96M 0.61% | 371.21K | 0.00 | 552.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 327.79K | SH | $37.43M 0.57% | 327.79K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 38.84K | SH | $36.34M 0.55% | 38.84K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 97.24K | SH | $35.21M 0.54% | 97.24K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 137.58K | SH | $34.94M 0.53% | 137.58K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 97.91K | SH | $34.53M 0.53% | 97.78K | 0.00 | 129.00 |
AMERICAN EXPRESS COSOLE | COM | 101.47K | SH | $34.32M 0.52% | 101.47K | 0.00 | 0.00 |