NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
82.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.04K
Full voting authority
12.04K
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 6.10K | SH | $1.34M 58.71% | 6.10K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.70K | SH | $340.0K 14.86% | 1.70K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 1K | SH | $198.4K 8.67% | 1K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 200.00 | SH | $101.9K 4.45% | 200.00 | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 2.20K | SH | $90.0K 3.93% | 2.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 200.00 | SH | $81.4K 3.56% | 200.00 | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 200.00 | SH | $65.6K 2.86% | 200.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 100.00 | SH | $33.5K 1.46% | 100.00 | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 200.00 | SH | $23.5K 1.03% | 200.00 | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 140.00 | SH | $10.6K 0.47% | 140.00 | 0.00 | 0.00 |