MEDFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.0%
Top 10 weight
30.0%
Voting Authority Distribution
Total shares with voting rights: 773.48K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
773.48K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 17.26K | SH | $4.38M 4.48% | 0.00 | 0.00 | 17.26K |
NVIDIA CORPORATIONSOLE | COM | 24.47K | SH | $4.27M 4.37% | 0.00 | 0.00 | 24.47K |
MICROSOFT CORPSOLE | COM | 8.21K | SH | $3.04M 3.11% | 0.00 | 0.00 | 8.21K |
META PLATFORMS INCSOLE | CL A | 5.22K | SH | $2.99M 3.06% | 0.00 | 0.00 | 5.22K |
AMAZON COM INCSOLE | COM | 14K | SH | $2.92M 2.99% | 0.00 | 0.00 | 14K |
LYONDELLBASELL INDUSTRIES NVSOLE | SHS - A - | 32.14K | SH | $2.59M 2.65% | 0.00 | 0.00 | 32.14K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.58K | SH | $2.57M 2.63% | 0.00 | 0.00 | 6.58K |
ARISTA NETWORKS INCSOLE | COM SHS | 18.04K | SH | $2.21M 2.27% | 0.00 | 0.00 | 18.04K |
BARCLAYS PLCSOLE | ADR | 103.02K | SH | $2.18M 2.23% | 0.00 | 0.00 | 103.02K |
CITIGROUP INCSOLE | COM NEW | 18.90K | SH | $2.14M 2.19% | 0.00 | 0.00 | 18.90K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 39.25K | SH | $2.12M 2.17% | 0.00 | 0.00 | 39.25K |
TERADYNE INCSOLE | COM | 6.83K | SH | $2.02M 2.07% | 0.00 | 0.00 | 6.83K |
NETFLIX INC.SOLE | COM | 20.80K | SH | $2.00M 2.05% | 0.00 | 0.00 | 20.80K |
REGENERON PHARMACEUTICALSSOLE | COM | 2.57K | SH | $1.99M 2.04% | 0.00 | 0.00 | 2.57K |
WALMART INCSOLE | COM | 15.85K | SH | $1.97M 2.02% | 0.00 | 0.00 | 15.85K |
TJX COS INC NEWSOLE | COM | 12.32K | SH | $1.97M 2.01% | 0.00 | 0.00 | 12.32K |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.24K | SH | $1.90M 1.94% | 0.00 | 0.00 | 2.24K |
UBER TECHNOLOGIES INCSOLE | COM | 26.11K | SH | $1.88M 1.92% | 0.00 | 0.00 | 26.11K |
ELI LILLY & COSOLE | COM | 1.99K | SH | $1.83M 1.87% | 0.00 | 0.00 | 1.99K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 3.75K | SH | $1.82M 1.86% | 0.00 | 0.00 | 3.75K |
JPMORGAN CHASE & COSOLE | COM | 5.97K | SH | $1.76M 1.80% | 0.00 | 0.00 | 5.97K |
SERVICENOW INCSOLE | COM | 16.76K | SH | $1.75M 1.79% | 0.00 | 0.00 | 16.76K |
CATERPILLAR INCSOLE | COM | 2.46K | SH | $1.74M 1.79% | 0.00 | 0.00 | 2.46K |
CORNING INCSOLE | COM | 12.27K | SH | $1.67M 1.71% | 0.00 | 0.00 | 12.27K |
AMERICAN EXPRESS COSOLE | COM | 5.34K | SH | $1.62M 1.65% | 0.00 | 0.00 | 5.34K |