NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
14.1%
Top 10 weight
28.0%
Voting Authority Distribution
Total shares with voting rights: 64.41B
Full voting authority
60.47B
shares
Joint voting authority
0.00
shares
No voting authority
3.95B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.94B | SH | $388.56B 5.77% | 1.77B | 0.00 | 175.04M |
APPLE INCSOLE | COM | 1.16B | SH | $336.52B 5.00% | 1.05B | 0.00 | 114.81M |
MICROSOFT CORPSOLE | COM | 607.37M | SH | $226.56B 3.37% | 549.49M | 0.00 | 57.88M |
AMAZON COM INCSOLE | COM | 748.40M | SH | $178.37B 2.65% | 672.40M | 0.00 | 76M |
ALPHABET INCSOLE | CAP STK CL A | 460.97M | SH | $164.74B 2.45% | 419.65M | 0.00 | 41.32M |
BROADCOM INCSOLE | COM | 398.21M | SH | $150.43B 2.24% | 361.06M | 0.00 | 37.15M |
ALPHABET INCSOLE | CAP STK CL C | 369.92M | SH | $130.70B 1.94% | 336.78M | 0.00 | 33.14M |
MICRON TECHNOLOGY INCSOLE | COM | 104.83M | SH | $121.00B 1.80% | 95.65M | 0.00 | 9.18M |
META PLATFORMS INCSOLE | CL A | 173.40M | SH | $97.67B 1.45% | 158.55M | 0.00 | 14.84M |
TESLA INCSOLE | COM | 214.12M | SH | $90.06B 1.34% | 196.97M | 0.00 | 17.15M |
ADVANCED MICRO DEVICES INCSOLE | COM | 150.30M | SH | $87.31B 1.30% | 136.77M | 0.00 | 13.53M |
ELI LILLY & COSOLE | COM | 67.54M | SH | $81.01B 1.20% | 60.87M | 0.00 | 6.67M |
JPMORGAN CHASE & COSOLE | COM | 206.29M | SH | $67.53B 1.00% | 183.37M | 0.00 | 22.92M |
ISHARES TRSOLE | CORE S&P500 ETF | 87.92M | SH | $65.84B 0.98% | 78.41M | 0.00 | 9.51M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 121.18M | SH | $60.64B 0.90% | 110.48M | 0.00 | 10.70M |
INTEL CORPSOLE | COM | 426.48M | SH | $59.55B 0.88% | 389.46M | 0.00 | 37.02M |
APPLIED MATLS INCSOLE | COM | 80.21M | SH | $57.99B 0.86% | 73.17M | 0.00 | 7.05M |
LAM RESEARCH CORPSOLE | COM NEW | 132.73M | SH | $57.51B 0.85% | 121.55M | 0.00 | 11.17M |
JOHNSON & JOHNSONSOLE | COM | 212.10M | SH | $53.87B 0.80% | 193.90M | 0.00 | 18.20M |
VISA INCSOLE | COM CL A | 137.67M | SH | $47.23B 0.70% | 123.53M | 0.00 | 14.14M |
EXXON MOBIL CORPSOLE | COM | 334.75M | SH | $45.77B 0.68% | 314.38M | 0.00 | 20.37M |
CISCO SYS INCSOLE | COM | 358.67M | SH | $42.13B 0.63% | 325.59M | 0.00 | 33.08M |
CATERPILLAR INCSOLE | COM | 37.99M | SH | $40.46B 0.60% | 34.70M | 0.00 | 3.29M |
WALMART INCSOLE | COM | 354.20M | SH | $40.12B 0.60% | 323.58M | 0.00 | 30.61M |
KLA CORPSOLE | COM NEW | 126.20M | SH | $38.08B 0.57% | 115.55M | 0.00 | 10.65M |