CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 5.04M
Full voting authority
5.04M
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 | 41.51K | SH | $20.77M 15.61% | 41.51K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 9.01K | SH | $10.80M 8.12% | 9.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.04K | SH | $7.48M 5.62% | 20.04K | 0.00 | 0.00 |
BUNGE LIMITEDSOLE | COM | 66.63K | SH | $7.11M 5.34% | 66.63K | 0.00 | 0.00 |
ISHARES TR RUS MDCP VALSOLE | ETF | 39.64K | SH | $6.52M 4.90% | 39.64K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 133.30K | SH | $6.47M 4.86% | 133.30K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 101.80K | SH | $5.80M 4.36% | 101.80K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 102.27K | SH | $5.49M 4.12% | 102.27K | 0.00 | 0.00 |
ACLARIS THERAPEUTICS INCSOLE | COM | 936.73K | SH | $4.96M 3.72% | 936.73K | 0.00 | 0.00 |
GLENCORE PLCSOLE | UNSP ADR | 330.82K | SH | $4.50M 3.38% | 330.82K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 26.12K | SH | $4.33M 3.25% | 26.12K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 157.92K | SH | $4.16M 3.12% | 157.92K | 0.00 | 0.00 |
CATO CORP NEWSOLE | COM | 1.17M | SH | $3.79M 2.85% | 1.17M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 11.28K | SH | $3.69M 2.77% | 11.28K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 195.89K | SH | $3.52M 2.64% | 195.89K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INCSOLE | COMMON STOCK | 114.18K | SH | $3.37M 2.53% | 114.18K | 0.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 141.58K | SH | $3.16M 2.38% | 141.58K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | COM | 48.22K | SH | $3.03M 2.28% | 48.22K | 0.00 | 0.00 |
ISHARES TR MSCI JP VALUESOLE | ETF | 65.88K | SH | $2.90M 2.18% | 65.88K | 0.00 | 0.00 |
MOLINA HEALTHCARE INCSOLE | COM | 12.49K | SH | $2.86M 2.15% | 12.49K | 0.00 | 0.00 |
CENTURY ALUM COSOLE | COM | 51.99K | SH | $2.39M 1.80% | 51.99K | 0.00 | 0.00 |
ZIFF DAVIS INCSOLE | COM | 41.17K | SH | $2.16M 1.62% | 41.17K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 39.42K | SH | $2.14M 1.61% | 39.42K | 0.00 | 0.00 |
RICHARDSON ELECTRS LTDSOLE | COM | 93.97K | SH | $1.79M 1.34% | 93.97K | 0.00 | 0.00 |
AN2 THEREAPEUTICS INCSOLE | COM | 367.44K | SH | $1.78M 1.34% | 367.44K | 0.00 | 0.00 |