PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
17.0%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 145.79M
Full voting authority
145.79M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 6.66M | SH | $1.16B 6.79% | 6.66M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.03M | SH | $1.02B 5.98% | 4.03M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.93M | SH | $716.10M 4.19% | 1.93M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.64M | SH | $549.01M 3.21% | 2.64M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.59M | SH | $458.52M 2.68% | 1.59M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.33M | SH | $382.46M 2.24% | 1.33M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.23M | SH | $381.96M 2.23% | 1.23M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 596.80K | SH | $341.45M 2.00% | 596.80K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 774.53K | SH | $287.93M 1.68% | 774.53K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 745.88K | SH | $219.41M 1.28% | 745.88K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 220.18K | SH | $202.51M 1.18% | 220.18K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 1.16M | SH | $196.00M 1.15% | 1.16M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 376.94K | SH | $180.63M 1.06% | 376.94K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 660.13K | SH | $161.36M 0.94% | 660.13K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.20M | SH | $149.26M 0.87% | 1.20M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 461.89K | SH | $139.60M 0.82% | 461.89K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 121.61K | SH | $121.18M 0.71% | 121.61K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 232.09K | SH | $115.97M 0.68% | 232.09K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 1.16M | SH | $111.63M 0.65% | 1.16M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 524.17K | SH | $108.45M 0.63% | 524.17K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 484.30K | SH | $105.33M 0.62% | 484.30K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 308.37K | SH | $104.18M 0.61% | 308.37K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 640.30K | SH | $92.49M 0.54% | 640.30K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 625.87K | SH | $91.55M 0.54% | 625.87K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 1.88M | SH | $91.54M 0.54% | 1.88M | 0.00 | 0.00 |