WELLESLEY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Full voting authority
2.18M
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 60.35K | SH | $21.57M 5.27% | 60.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 70.98K | SH | $20.54M 5.02% | 70.98K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.32K | SH | $20.52M 5.01% | 35.32K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 27.27K | SH | $19.72M 4.81% | 27.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 83.87K | SH | $16.78M 4.10% | 83.87K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 39.26K | SH | $14.83M 3.62% | 39.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.04K | SH | $12.70M 3.10% | 34.04K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 42K | SH | $12.67M 3.09% | 42K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 78.56K | SH | $9.23M 2.25% | 78.56K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.76K | SH | $8.52M 2.08% | 35.76K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 7.02K | SH | $8.11M 1.98% | 7.02K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 11.81K | SH | $7.54M 1.84% | 11.81K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 34.46K | SH | $6.08M 1.48% | 34.46K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 13.74K | SH | $5.95M 1.45% | 13.74K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 19.06K | SH | $5.68M 1.39% | 19.06K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 49.87K | SH | $5.65M 1.38% | 49.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.52K | SH | $5.36M 1.31% | 9.52K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 12.28K | SH | $5.16M 1.26% | 12.28K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.70K | SH | $5.11M 1.25% | 6.70K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 11.88K | SH | $4.72M 1.15% | 11.88K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 9.69K | SH | $4.63M 1.13% | 9.69K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 4.63K | SH | $4.45M 1.09% | 4.63K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 49.26K | SH | $4.32M 1.06% | 49.26K | 0.00 | 0.00 |
FEDERAL RLTY INVT TR NEWSOLE | SH BEN INT NEW | 33.58K | SH | $4.14M 1.01% | 33.58K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 28.18K | SH | $4.13M 1.01% | 28.18K | 0.00 | 0.00 |