MONUMENT, CO
Allocation by class
Portfolio Concentration
Top 3 weight
7.5%
Top 10 weight
15.8%
Voting Authority Distribution
Total shares with voting rights: 154.44M
Full voting authority
153.67M
shares
Joint voting authority
0.00
shares
No voting authority
772.09K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 556.25K | SH | $159.96M 2.66% | 556.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 746.28K | SH | $155.43M 2.59% | 745.51K | 0.00 | 773.00 |
APPLE INCSOLE | COM | 525.37K | SH | $133.33M 2.22% | 525.09K | 0.00 | 272.00 |
MICROSOFT CORPSOLE | COM | 274.70K | SH | $101.68M 1.69% | 274.56K | 0.00 | 134.00 |
WALMART INCSOLE | COM | 749.71K | SH | $93.17M 1.55% | 749.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 151.81K | SH | $86.85M 1.44% | 151.81K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 1.20M | SH | $60.23M 1.00% | 1.20M | 0.00 | 1.72K |
VISA INCSOLE | COM CL A | 192.24K | SH | $58.10M 0.97% | 192.24K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 113K | SH | $56.46M 0.94% | 113K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 136.68K | SH | $42.30M 0.70% | 133.41K | 0.00 | 3.27K |
MERCK & CO INCSOLE | COM | 349.48K | SH | $42.04M 0.70% | 348.86K | 0.00 | 621.00 |
JOHNSON & JOHNSONSOLE | COM | 166.78K | SH | $40.77M 0.68% | 166.78K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 339.64K | SH | $40.29M 0.67% | 339.64K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 192.25K | SH | $39.78M 0.66% | 191.87K | 0.00 | 380.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 158.45K | SH | $38.41M 0.64% | 158.20K | 0.00 | 248.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 37.30K | SH | $37.17M 0.62% | 37.30K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 270.19K | SH | $36.74M 0.61% | 270.19K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 103.78K | SH | $36.51M 0.61% | 103.46K | 0.00 | 323.00 |
AT&T INCSOLE | COM | 1.25M | SH | $36.27M 0.60% | 1.25M | 0.00 | 2.72K |
CISCO SYS INCSOLE | COM | 460.74K | SH | $35.75M 0.59% | 459.77K | 0.00 | 964.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 346.63K | SH | $34.10M 0.57% | 345.90K | 0.00 | 731.00 |
TEXAS INSTRS INCSOLE | COM | 170.72K | SH | $33.14M 0.55% | 170.34K | 0.00 | 383.00 |
T-MOBILE US INCSOLE | COM | 148.26K | SH | $31.14M 0.52% | 147.94K | 0.00 | 315.00 |
AMERICAN EXPRESS COSOLE | COM | 102.15K | SH | $30.90M 0.51% | 102.15K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 380.24K | SH | $28.92M 0.48% | 379.27K | 0.00 | 974.00 |