DARIEN, CT
Allocation by class
Portfolio Concentration
Top 3 weight
62.1%
Top 10 weight
97.4%
Voting Authority Distribution
Total shares with voting rights: 378.28K
Full voting authority
378.28K
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 Class BSOLE | CLB | 86.40K | SH | $23.1K 37.89% | 86.40K | 0.00 | 0.00 |
Apple IncSOLE | COM | 64.01K | SH | $8.8K 14.53% | 64.01K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 25.20K | SH | $5.9K 9.64% | 25.20K | 0.00 | 0.00 |
UnitedHealth Group Inc.SOLE | COM | 10.96K | SH | $5.5K 9.10% | 10.96K | 0.00 | 0.00 |
Constellation Brand Class ASOLE | CLA | 15.16K | SH | $3.5K 5.72% | 15.16K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 23.82K | SH | $3.1K 5.08% | 23.82K | 0.00 | 0.00 |
Imperial Oil LTDSOLE | COM | 60.07K | SH | $2.6K 4.27% | 60.07K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 29.65K | SH | $2.6K 4.25% | 29.65K | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | CLA | 26.20K | SH | $2.5K 4.12% | 26.20K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | CLC | 18.08K | SH | $1.7K 2.85% | 18.08K | 0.00 | 0.00 |
Nike Inc Class BSOLE | CLB | 10.68K | SH | $887.00 1.46% | 10.68K | 0.00 | 0.00 |
Philip Morris IntlSOLE | COM | 8.05K | SH | $669.00 1.10% | 8.05K | 0.00 | 0.00 |