PRINCETON JUNCTION, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
27.1%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 4.43M
Full voting authority
4.43M
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 | 176.80K | SH | $84.72M 10.03% | 176.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 280K | SH | $80.52M 9.53% | 280K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 252K | SH | $63.96M 7.57% | 252K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 240K | SH | $49.98M 5.92% | 240K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 70K | SH | $45.52M 5.39% | 70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102K | SH | $37.76M 4.47% | 102K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.50K | SH | $33.23M 3.93% | 66.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 99K | SH | $29.92M 3.54% | 99K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 120K | SH | $28.35M 3.36% | 120K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48K | SH | $27.46M 3.25% | 48K | 0.00 | 0.00 |
NVR INCSOLE | COM | 3.77K | SH | $24.82M 2.94% | 3.77K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 80K | SH | $23.53M 2.78% | 80K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 190K | SH | $21.85M 2.59% | 190K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 210.50K | SH | $20.24M 2.40% | 210.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 17.30K | SH | $20.05M 2.37% | 17.30K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 101K | SH | $19.48M 2.31% | 101K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 75K | SH | $18.20M 2.15% | 75K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 50.80K | SH | $15.45M 1.83% | 50.80K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 25K | SH | $15.11M 1.79% | 25K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 100K | SH | $14.63M 1.73% | 100K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 86K | SH | $13.12M 1.55% | 86K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 179.60K | SH | $12.92M 1.53% | 179.60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 72K | SH | $12.56M 1.49% | 72K | 0.00 | 0.00 |
BOEING COSOLE | COM | 60K | SH | $11.94M 1.41% | 60K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 82K | SH | $11.79M 1.40% | 82K | 0.00 | 0.00 |