NAPLES, FL
Allocation by class
Portfolio Concentration
Top 3 weight
17.4%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 9.50M
Full voting authority
9.50M
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 | 261.61K | SH | $75.70M 7.86% | 261.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 148.22K | SH | $52.97M 5.50% | 148.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 101.93K | SH | $38.50M 4.00% | 101.93K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 147.33K | SH | $37.07M 3.85% | 147.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 139.41K | SH | $33.23M 3.45% | 139.41K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 83.84K | SH | $27.44M 2.85% | 83.84K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 58.15K | SH | $25.20M 2.62% | 58.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 46.08K | SH | $17.19M 1.78% | 46.08K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 26.36K | SH | $14.85M 1.54% | 26.36K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 37K | SH | $13.40M 1.39% | 37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 61.10K | SH | $12.23M 1.27% | 61.10K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 35.60K | SH | $11.75M 1.22% | 35.60K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 63.55K | SH | $10.80M 1.12% | 63.55K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 105.75K | SH | $10.66M 1.11% | 105.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.48M 1.09% | 14.00 | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 18.46K | SH | $9.58M 0.99% | 18.46K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 69.61K | SH | $9.52M 0.99% | 69.61K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 36.81K | SH | $9.35M 0.97% | 36.81K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.34K | SH | $9.18M 0.95% | 18.34K | 0.00 | 0.00 |
CAVCO INDS INC DELSOLE | COM | 14.71K | SH | $9.04M 0.94% | 14.71K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 92.46K | SH | $8.53M 0.89% | 92.46K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 16.58K | SH | $8.45M 0.88% | 16.58K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 8.21K | SH | $7.89M 0.82% | 8.21K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 14.62K | SH | $7.33M 0.76% | 14.62K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 16.64K | SH | $6.92M 0.72% | 16.64K | 0.00 | 0.00 |