RIVERSIDE, CT
Allocation by class
Portfolio Concentration
Top 3 weight
19.7%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 135.94K | SH | $65.14M 8.04% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 129.98K | SH | $48.12M 5.94% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 273.02K | SH | $46.32M 5.72% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 117.59K | SH | $33.73M 4.16% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 94.34K | SH | $28.51M 3.52% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 93.16K | SH | $26.79M 3.31% | 0.00 | 0.00 | 0.00 |
INTUITSOLE | COM | 58.30K | SH | $25.21M 3.11% | 0.00 | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 79.99K | SH | $24.20M 2.99% | 0.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 93.17K | SH | $22.60M 2.79% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 75.92K | SH | $22.33M 2.76% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 37.97K | SH | $21.72M 2.68% | 0.00 | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 85.85K | SH | $16.56M 2.04% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 77.23K | SH | $16.08M 1.99% | 0.00 | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 78.64K | SH | $15.98M 1.97% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 31.31K | SH | $15.64M 1.93% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 93.21K | SH | $15.34M 1.89% | 0.00 | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 150.77K | SH | $14.17M 1.75% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 65.11K | SH | $13.47M 1.66% | 0.00 | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 98.16K | SH | $12.64M 1.56% | 0.00 | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 129.99K | SH | $12.50M 1.54% | 0.00 | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 85.36K | SH | $12.33M 1.52% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 14.34K | SH | $12.13M 1.50% | 0.00 | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 42.53K | SH | $12.07M 1.49% | 0.00 | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 44.63K | SH | $10.09M 1.25% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 40.81K | SH | $9.98M 1.23% | 0.00 | 0.00 | 0.00 |