CAMBRIDGE, MA
Allocation by class
Portfolio Concentration
Top 3 weight
41.0%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 472K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
472K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 57.13K | SH | $27.38M 21.21% | 0.00 | 0.00 | 57.13K |
MICROSOFT CORPSOLE | COM | 38.53K | SH | $14.26M 11.05% | 0.00 | 0.00 | 38.53K |
AMAZON COM INCSOLE | COM | 54.21K | SH | $11.29M 8.75% | 0.00 | 0.00 | 54.21K |
ALPHABET INCSOLE | CAP STK CL C | 34.36K | SH | $9.86M 7.64% | 0.00 | 0.00 | 34.36K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.56K | SH | $6.54M 5.07% | 0.00 | 0.00 | 6.56K |
APPLE INCSOLE | COM | 25.43K | SH | $6.45M 5.00% | 0.00 | 0.00 | 25.43K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.03M 3.89% | 0.00 | 0.00 | 7.00 |
EXXON MOBIL CORPSOLE | COM | 24.76K | SH | $4.20M 3.25% | 0.00 | 0.00 | 24.76K |
MORGAN STANLEYSOLE | COM NEW | 25.33K | SH | $4.17M 3.23% | 0.00 | 0.00 | 25.33K |
MARKEL GROUP INCSOLE | COM | 2.04K | SH | $3.90M 3.02% | 0.00 | 0.00 | 2.04K |
ALPHABET INCSOLE | CAP STK CL A | 12.83K | SH | $3.69M 2.86% | 0.00 | 0.00 | 12.83K |
JPMORGAN CHASE & COSOLE | COM | 11.01K | SH | $3.24M 2.51% | 0.00 | 0.00 | 11.01K |
JOHNSON & JOHNSONSOLE | COM | 11.80K | SH | $2.88M 2.23% | 0.00 | 0.00 | 11.80K |
DISNEY WALT COSOLE | COM | 27.22K | SH | $2.62M 2.03% | 0.00 | 0.00 | 27.22K |
PROCTER & GAMBLE COSOLE | COM | 17.14K | SH | $2.48M 1.92% | 0.00 | 0.00 | 17.14K |
PEPSICO INCSOLE | COM | 13.10K | SH | $2.03M 1.58% | 0.00 | 0.00 | 13.10K |
VISA INCSOLE | COM CL A | 5.99K | SH | $1.81M 1.40% | 0.00 | 0.00 | 5.99K |
META PLATFORMS INCSOLE | CL A | 2.74K | SH | $1.57M 1.21% | 0.00 | 0.00 | 2.74K |
AMERICAN EXPRESS COSOLE | COM | 5.07K | SH | $1.53M 1.19% | 0.00 | 0.00 | 5.07K |
EATON CORP PLCSOLE | SHS | 3.79K | SH | $1.36M 1.05% | 0.00 | 0.00 | 3.79K |
PALO ALTO NETWORKS INCSOLE | COM | 8.14K | SH | $1.30M 1.01% | 0.00 | 0.00 | 8.14K |
NVIDIA CORPORATIONSOLE | COM | 5.75K | SH | $1.00M 0.78% | 0.00 | 0.00 | 5.75K |
ARISTA NETWORKS INCSOLE | COM SHS | 7.57K | SH | $929.2K 0.72% | 0.00 | 0.00 | 7.57K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.38K | SH | $900.8K 0.70% | 0.00 | 0.00 | 1.38K |
NOVARTIS AGSOLE | SPONSORED ADR | 5.84K | SH | $892.2K 0.69% | 0.00 | 0.00 | 5.84K |