WELLESLEY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Full voting authority
2.03M
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 | 71.30K | SH | $18.10M 5.47% | 71.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 62.26K | SH | $17.90M 5.42% | 62.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 85.06K | SH | $14.83M 4.49% | 85.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.24K | SH | $12.68M 3.84% | 34.24K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 39.62K | SH | $12.26M 3.71% | 39.62K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 27.88K | SH | $9.53M 2.88% | 27.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 37.02K | SH | $7.71M 2.33% | 37.02K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 36.13K | SH | $7.35M 2.22% | 36.13K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 51.92K | SH | $6.45M 1.95% | 51.92K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 81.83K | SH | $6.35M 1.92% | 81.83K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 4.20K | SH | $6.19M 1.87% | 4.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.80K | SH | $5.61M 1.70% | 9.80K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 12.60K | SH | $4.68M 1.42% | 12.60K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 4.78K | SH | $4.60M 1.39% | 4.78K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 35.89K | SH | $4.53M 1.37% | 35.89K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 47.16K | SH | $4.38M 1.33% | 47.16K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 12.33K | SH | $3.92M 1.19% | 12.33K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 19.83K | SH | $3.85M 1.16% | 19.83K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 25.91K | SH | $3.81M 1.15% | 25.91K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 33K | SH | $3.79M 1.15% | 33K | 0.00 | 0.00 |
FEDERAL RLTY INVT TR NEWSOLE | SH BEN INT NEW | 34.94K | SH | $3.71M 1.12% | 34.94K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 11K | SH | $3.58M 1.08% | 11K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 8.48K | SH | $3.53M 1.07% | 8.48K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 20.50K | SH | $3.48M 1.05% | 20.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 6.89K | SH | $3.44M 1.04% | 6.89K | 0.00 | 0.00 |