NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
14.8%
Top 10 weight
27.7%
Voting Authority Distribution
Total shares with voting rights: 60.41B
Full voting authority
56.54B
shares
Joint voting authority
0.00
shares
No voting authority
3.87B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.93B | SH | $335.81B 5.87% | 1.74B | 0.00 | 181.96M |
APPLE INCSOLE | COM | 1.14B | SH | $290.51B 5.08% | 1.03B | 0.00 | 115.01M |
MICROSOFT CORPSOLE | COM | 593.33M | SH | $219.63B 3.84% | 535.81M | 0.00 | 57.51M |
AMAZON COM INCSOLE | COM | 735.56M | SH | $153.20B 2.68% | 658.06M | 0.00 | 77.51M |
ALPHABET INCSOLE | CAP STK CL A | 446.98M | SH | $128.53B 2.25% | 404.91M | 0.00 | 42.07M |
BROADCOM INCSOLE | COM | 385.94M | SH | $119.45B 2.09% | 348.50M | 0.00 | 37.44M |
ALPHABET INCSOLE | CAP STK CL C | 364.76M | SH | $104.63B 1.83% | 330.33M | 0.00 | 34.43M |
META PLATFORMS INCSOLE | CL A | 168.84M | SH | $96.60B 1.69% | 154.15M | 0.00 | 14.70M |
TESLA INCSOLE | COM | 208.10M | SH | $77.36B 1.35% | 190.85M | 0.00 | 17.25M |
JPMORGAN CHASE & COSOLE | COM | 208.22M | SH | $61.25B 1.07% | 185.97M | 0.00 | 22.25M |
ELI LILLY & COSOLE | COM | 66.38M | SH | $61.06B 1.07% | 59.80M | 0.00 | 6.58M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 121.21M | SH | $58.08B 1.01% | 110.36M | 0.00 | 10.84M |
ISHARES TRSOLE | CORE S&P500 ETF | 85.93M | SH | $56.13B 0.98% | 77.03M | 0.00 | 8.91M |
EXXON MOBIL CORPSOLE | COM | 322.74M | SH | $54.76B 0.96% | 302.76M | 0.00 | 19.98M |
JOHNSON & JOHNSONSOLE | COM | 213.39M | SH | $52.16B 0.91% | 194.97M | 0.00 | 18.41M |
WALMART INCSOLE | COM | 353.09M | SH | $43.88B 0.77% | 320.68M | 0.00 | 32.41M |
VISA INCSOLE | COM CL A | 136.19M | SH | $41.16B 0.72% | 121.88M | 0.00 | 14.31M |
MICRON TECHNOLOGY INCSOLE | COM | 103.15M | SH | $34.85B 0.61% | 93.94M | 0.00 | 9.20M |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 34.95M | SH | $34.82B 0.61% | 31.18M | 0.00 | 3.77M |
MASTERCARD INCORPORATEDSOLE | CL A | 67.01M | SH | $33.48B 0.59% | 60.07M | 0.00 | 6.94M |
NETFLIX INC.SOLE | COM | 346.25M | SH | $33.29B 0.58% | 312.22M | 0.00 | 34.02M |
ABBVIE INCSOLE | COM | 150.70M | SH | $32.78B 0.57% | 136.40M | 0.00 | 14.30M |
CHEVRON CORPORATIONSOLE | COM | 144.72M | SH | $29.94B 0.52% | 135.56M | 0.00 | 9.16M |
ADVANCED MICRO DEVICES INCSOLE | COM | 145.57M | SH | $29.61B 0.52% | 132.35M | 0.00 | 13.22M |
LAM RESEARCH CORPSOLE | COM NEW | 132.85M | SH | $28.39B 0.50% | 121.46M | 0.00 | 11.40M |