PONTE VEDRA BEACH, FL
Allocation by class
Portfolio Concentration
Top 3 weight
6.4%
Top 10 weight
18.9%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Full voting authority
4.63M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLA CORP COM NEWSOLE | Stock | 31.56K | SH | $9.52M 2.36% | 31.56K | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | Stock | 7.75K | SH | $8.94M 2.21% | 7.74K | 0.00 | 0.00 |
BANK OF NY MELLON CORP COMSOLE | Stock | 51.57K | SH | $7.46M 1.84% | 51.57K | 0.00 | 0.00 |
CISCO SYS INCSOLE | Stock | 62.82K | SH | $7.38M 1.83% | 62.82K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | Stock | 10.28K | SH | $7.33M 1.81% | 10.28K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 25.07K | SH | $7.25M 1.79% | 25.07K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | Stock | 20.28K | SH | $7.25M 1.79% | 20.28K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 35.48K | SH | $7.10M 1.76% | 35.48K | 0.00 | 0.00 |
BRITISH AMERN TOB PLC SPONSORED ADRSOLE | ADR | 113.89K | SH | $7.03M 1.74% | 113.89K | 0.00 | 0.00 |
MSC INDL DIRECT INC CL ASOLE | Stock | 58.51K | SH | $6.96M 1.72% | 58.51K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 20.93K | SH | $6.85M 1.70% | 20.93K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | Stock | 28.80K | SH | $6.85M 1.69% | 28.80K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 26.84K | SH | $6.82M 1.69% | 26.84K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 52.58K | SH | $6.76M 1.67% | 52.58K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | Stock | 76.16K | SH | $6.68M 1.65% | 76.16K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 27.71K | SH | $6.60M 1.63% | 27.71K | 0.00 | 0.00 |
PINNACLE WEST CAP CORP COMSOLE | Stock | 61.09K | SH | $6.54M 1.62% | 61.09K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 33.55K | SH | $6.36M 1.57% | 33.55K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLC SHSSOLE | Stock | 43.56K | SH | $6.36M 1.57% | 43.56K | 0.00 | 0.00 |
NUCOR CORP COMSOLE | Stock | 28.21K | SH | $6.28M 1.55% | 28.21K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 17.25K | SH | $6.25M 1.55% | 17.25K | 0.00 | 0.00 |
CSX CORPSOLE | Stock | 130.13K | SH | $6.19M 1.53% | 130.13K | 0.00 | 0.00 |
VISA INCSOLE | Stock | 17.84K | SH | $6.12M 1.51% | 17.84K | 0.00 | 0.00 |
CVS HEALTH CORP COMSOLE | Stock | 58.82K | SH | $6.08M 1.51% | 58.82K | 0.00 | 0.00 |
EOG RES INC COMSOLE | Stock | 46.16K | SH | $5.99M 1.48% | 46.16K | 0.00 | 0.00 |