NAPLES, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.5%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 9.27M
Full voting authority
9.27M
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 | 260.58K | SH | $66.13M 7.74% | 260.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 149.41K | SH | $42.96M 5.03% | 149.41K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 146.97K | SH | $31.96M 3.74% | 146.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 102.81K | SH | $31.82M 3.73% | 102.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 137.03K | SH | $28.54M 3.34% | 137.03K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 81.13K | SH | $23.86M 2.79% | 81.13K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 80.65K | SH | $17.23M 2.02% | 80.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 43.72K | SH | $16.18M 1.90% | 43.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 26.94K | SH | $15.41M 1.81% | 26.94K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 36.51K | SH | $12.85M 1.50% | 36.51K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 67.55K | SH | $11.46M 1.34% | 67.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 61.89K | SH | $10.79M 1.26% | 61.89K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 35.43K | SH | $10.34M 1.21% | 35.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.05M 1.18% | 14.00 | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 16.46K | SH | $9.95M 1.16% | 16.46K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 18.42K | SH | $9.13M 1.07% | 18.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.49K | SH | $8.86M 1.04% | 18.49K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 91.71K | SH | $8.62M 1.01% | 91.71K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 84.82K | SH | $8.53M 1.00% | 84.82K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 33.62K | SH | $8.22M 0.96% | 33.62K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 8.16K | SH | $7.85M 0.92% | 8.16K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 62.97K | SH | $7.73M 0.91% | 62.97K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 31.35K | SH | $7.41M 0.87% | 31.35K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 14.54K | SH | $7.15M 0.84% | 14.54K | 0.00 | 0.00 |
CAVCO INDS INC DELSOLE | COM | 14.15K | SH | $6.85M 0.80% | 14.15K | 0.00 | 0.00 |