DANVERS, MA
Allocation by class
Portfolio Concentration
Top 3 weight
88.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 258.56K
Full voting authority
258.49K
shares
Joint voting authority
0.00
shares
No voting authority
70.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCARD INCORPORATEDSOLE | CL A | 151.40K | SH | $43.0K 67.88% | 151.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 60K | SH | $8.3K 13.07% | 60K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | CALL | 70.00 | SH | $4.8K 7.52% | 0.00 | 0.00 | 70.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 10K | SH | $2.1K 3.39% | 10K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 10K | SH | $1.7K 2.69% | 10K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 5K | SH | $1.4K 2.24% | 5K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CLB NEW | 200.00 | SH | $813.00 1.28% | 200.00 | 0.00 | 0.00 |
RAYMOND JAMES FINL INCSOLE | COM | 7.50K | SH | $741.00 1.17% | 7.50K | 0.00 | 0.00 |
SEI INVTS COSOLE | COM | 7K | SH | $343.00 0.54% | 7K | 0.00 | 0.00 |
OCEANFIRST FINL CORPSOLE | COM | 7.39K | SH | $138.00 0.22% | 7.39K | 0.00 | 0.00 |