ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 1.83M
Full voting authority
1.82M
shares
Joint voting authority
0.00
shares
No voting authority
5.95K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 49.94K | SH | $12.67M 4.78% | 49.66K | 0.00 | 276.00 |
MICROSOFT CORPSOLE | COM | 30.84K | SH | $11.42M 4.30% | 30.68K | 0.00 | 163.00 |
ALPHABET INCSOLE | CAP STK CL A | 31.53K | SH | $9.07M 3.42% | 31.49K | 0.00 | 33.00 |
AMAZON COM INCSOLE | COM | 39.53K | SH | $8.23M 3.10% | 39.37K | 0.00 | 159.00 |
CHEVRON CORPORATIONSOLE | COM | 30.91K | SH | $6.40M 2.41% | 30.77K | 0.00 | 137.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.45K | SH | $5.97M 2.25% | 12.39K | 0.00 | 60.00 |
PEPSICO INCSOLE | COM | 37.49K | SH | $5.82M 2.19% | 37.35K | 0.00 | 133.00 |
HOME DEPOT INCSOLE | COM | 17.46K | SH | $5.74M 2.16% | 17.40K | 0.00 | 54.00 |
JOHNSON & JOHNSONSOLE | COM | 23.28K | SH | $5.69M 2.14% | 23.15K | 0.00 | 128.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 34.68K | SH | $5.19M 1.95% | 34.49K | 0.00 | 194.00 |
TEXAS INSTRS INCSOLE | COM | 26.42K | SH | $5.13M 1.93% | 26.32K | 0.00 | 97.00 |
FORTINET INCSOLE | COM | 56.15K | SH | $4.59M 1.73% | 55.91K | 0.00 | 247.00 |
LAM RESEARCH CORPSOLE | COM NEW | 21.34K | SH | $4.56M 1.72% | 21.21K | 0.00 | 132.00 |
CASEYS GEN STORES INCSOLE | COM | 6.26K | SH | $4.56M 1.72% | 6.20K | 0.00 | 64.00 |
WATSCO INCSOLE | COM | 12.43K | SH | $4.52M 1.70% | 12.39K | 0.00 | 42.00 |
VISA INCSOLE | COM CL A | 14.87K | SH | $4.50M 1.69% | 14.78K | 0.00 | 90.00 |
JPMORGAN CHASE & COSOLE | COM | 15.24K | SH | $4.48M 1.69% | 15.20K | 0.00 | 40.00 |
AUTOZONE INCSOLE | COM | 1.28K | SH | $4.31M 1.63% | 1.27K | 0.00 | 4.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 15.85K | SH | $4.29M 1.62% | 15.79K | 0.00 | 66.00 |
NVIDIA CORPORATIONSOLE | COM | 23.85K | SH | $4.16M 1.57% | 23.84K | 0.00 | 11.00 |
COOPER COS INCSOLE | COM | 57.51K | SH | $4.11M 1.55% | 57.27K | 0.00 | 235.00 |
SOUTHERN COSOLE | COM | 42.45K | SH | $4.10M 1.54% | 42.33K | 0.00 | 122.00 |
AMPHENOL CORPSOLE | CL A | 32.04K | SH | $4.05M 1.53% | 31.67K | 0.00 | 371.00 |
AMERICAN EXPRESS COSOLE | COM | 13.05K | SH | $3.95M 1.49% | 12.95K | 0.00 | 107.00 |
WALMART INCSOLE | COM | 31.63K | SH | $3.93M 1.48% | 31.55K | 0.00 | 80.00 |