CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
29.0%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 5.16M
Full voting authority
5.16M
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.18K | SH | $19.25M 14.72% | 40.18K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 154.15K | SH | $10.02M 7.66% | 154.15K | 0.00 | 0.00 |
BUNGE LIMITEDSOLE | COM | 67.61K | SH | $8.60M 6.57% | 67.61K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 9.01K | SH | $8.28M 6.33% | 9.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.35K | SH | $7.53M 5.76% | 20.35K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 103.48K | SH | $6.84M 5.23% | 103.48K | 0.00 | 0.00 |
ISHARES TR RUS MDCP VALSOLE | ETF | 40.13K | SH | $5.85M 4.47% | 40.13K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 26.47K | SH | $5.48M 4.19% | 26.47K | 0.00 | 0.00 |
GLENCORE PLCSOLE | UNSP ADR | 335.06K | SH | $5.09M 3.89% | 335.06K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 104.20K | SH | $5.08M 3.88% | 104.20K | 0.00 | 0.00 |
ACLARIS THERAPEUTICS INCSOLE | COM | 947.16K | SH | $3.55M 2.72% | 947.16K | 0.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 143.38K | SH | $3.48M 2.66% | 143.38K | 0.00 | 0.00 |
CENTURY ALUM COSOLE | COM | 57.57K | SH | $3.38M 2.58% | 57.57K | 0.00 | 0.00 |
CATO CORP NEWSOLE | COM | 1.18M | SH | $3.33M 2.55% | 1.18M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 11.28K | SH | $3.32M 2.54% | 11.28K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 59.86K | SH | $3.01M 2.30% | 59.86K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 102.10K | SH | $3.00M 2.29% | 102.10K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | COM | 48.77K | SH | $2.87M 2.19% | 48.77K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 197.89K | SH | $2.75M 2.10% | 197.89K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INCSOLE | COMMON STOCK | 115.40K | SH | $2.66M 2.04% | 115.40K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 39.88K | SH | $2.16M 1.65% | 39.88K | 0.00 | 0.00 |
ZIFF DAVIS INCSOLE | COM | 41.17K | SH | $1.73M 1.32% | 41.17K | 0.00 | 0.00 |
MOLINA HEALTHCARE INCSOLE | COM | 12.61K | SH | $1.68M 1.28% | 12.61K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 13.87K | SH | $1.54M 1.18% | 13.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 2.00 | SH | $1.44M 1.10% | 2.00 | 0.00 | 0.00 |