PORTOLA VALLEY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 4.60M
Full voting authority
4.60M
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 |
|---|---|---|---|---|---|---|---|
Procter & GambleSOLE | COM | 159.32K | SH | $24.1K 13.95% | 159.32K | 0.00 | 0.00 |
Pimco 1-5 Year U.S. TIPS IndexSOLE | COM | 158.82K | SH | $7.9K 4.58% | 158.82K | 0.00 | 0.00 |
ProShares Short S&P 500SOLE | COM | 436.87K | SH | $7.0K 4.05% | 436.87K | 0.00 | 0.00 |
Newmont Goldcorp (fmly.NewmoSOLE | COM | 123.41K | SH | $5.8K 3.37% | 123.41K | 0.00 | 0.00 |
AbbVie, Inc.SOLE | COM | 35.38K | SH | $5.7K 3.30% | 35.38K | 0.00 | 0.00 |
Sprott Physical Gold & SilverSOLE | COM | 240.53K | SH | $4.3K 2.49% | 240.53K | 0.00 | 0.00 |
Franco-Nevada Corp.SOLE | COM | 30.32K | SH | $4.1K 2.39% | 30.32K | 0.00 | 0.00 |
Merck & Co.SOLE | COM | 34.10K | SH | $3.8K 2.19% | 34.10K | 0.00 | 0.00 |
Agnico Eagle Miners LimitedSOLE | COM | 69.30K | SH | $3.6K 2.08% | 69.30K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 14.30K | SH | $3.4K 1.98% | 14.30K | 0.00 | 0.00 |
Lockheed Martin Corp.SOLE | COM | 6.88K | SH | $3.3K 1.93% | 6.88K | 0.00 | 0.00 |
Chevron Corporation (fmly. CheSOLE | COM | 18.11K | SH | $3.3K 1.88% | 18.11K | 0.00 | 0.00 |
Amgen Inc.SOLE | COM | 11.90K | SH | $3.1K 1.81% | 11.90K | 0.00 | 0.00 |
CSX Corp.SOLE | COM | 99.42K | SH | $3.1K 1.78% | 99.42K | 0.00 | 0.00 |
TotalEnergies SE (frmly TotalSOLE | COM | 49.38K | SH | $3.1K 1.77% | 49.38K | 0.00 | 0.00 |
Microchip Technology, Inc.SOLE | COM | 41.50K | SH | $2.9K 1.68% | 41.50K | 0.00 | 0.00 |
Bunge Ltd.SOLE | COM | 28.90K | SH | $2.9K 1.67% | 28.90K | 0.00 | 0.00 |
Lilly, EliSOLE | COM | 7.29K | SH | $2.7K 1.54% | 7.29K | 0.00 | 0.00 |
Wheaton Precious Metals (SilveSOLE | COM | 65.02K | SH | $2.5K 1.47% | 65.02K | 0.00 | 0.00 |
Sprott Physical Gold TrustSOLE | COM | 179.51K | SH | $2.5K 1.46% | 179.51K | 0.00 | 0.00 |
American ExpressSOLE | COM | 15.95K | SH | $2.4K 1.36% | 15.95K | 0.00 | 0.00 |
Copart Inc.SOLE | COM | 37.70K | SH | $2.3K 1.33% | 37.70K | 0.00 | 0.00 |
Yamana Gold, Inc.SOLE | COM | 410.62K | SH | $2.3K 1.32% | 410.62K | 0.00 | 0.00 |
Freeport McMoRan Inc.SOLE | COM | 58.40K | SH | $2.2K 1.28% | 58.40K | 0.00 | 0.00 |
Pepsico Inc.SOLE | COM | 11.75K | SH | $2.1K 1.23% | 11.75K | 0.00 | 0.00 |