NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
16.5%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 279.45K
Full voting authority
279.45K
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STK CL ASOLE | Stock | 12K | SH | $3.45M 5.73% | 12K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 19.40K | SH | $3.38M 5.62% | 19.40K | 0.00 | 0.00 |
QUANTA SVCS INC COMSOLE | Stock | 5.60K | SH | $3.07M 5.10% | 5.60K | 0.00 | 0.00 |
BLOOM ENERGY CORP COM CL ASOLE | Stock | 21.90K | SH | $2.97M 4.93% | 21.90K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 22.20K | SH | $2.76M 4.58% | 22.20K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 8.50K | SH | $2.50M 4.15% | 8.50K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 2.60K | SH | $2.39M 3.97% | 2.60K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 11K | SH | $2.29M 3.80% | 11K | 0.00 | 0.00 |
VANECK GOLD MINERS ETFSOLE | ETF | 24K | SH | $2.20M 3.66% | 24K | 0.00 | 0.00 |
CURTISS WRIGHT CORP COMSOLE | Stock | 3K | SH | $2.04M 3.39% | 3K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 5.50K | SH | $2.04M 3.38% | 5.50K | 0.00 | 0.00 |
GE VERNOVA INC COMSOLE | Stock | 2.30K | SH | $2.01M 3.33% | 2.30K | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | Stock | 1.90K | SH | $1.83M 3.03% | 1.90K | 0.00 | 0.00 |
MCKESSON CORP COMSOLE | Stock | 2.05K | SH | $1.77M 2.95% | 2.05K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 7K | SH | $1.70M 2.82% | 7K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 1.27K | SH | $1.68M 2.80% | 1.27K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | Stock | 10K | SH | $1.60M 2.66% | 10K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORP COMSOLE | Stock | 5.50K | SH | $1.54M 2.55% | 5.50K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 8.85K | SH | $1.50M 2.49% | 8.85K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 5.90K | SH | $1.50M 2.49% | 5.90K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | Stock | 4.38K | SH | $1.50M 2.48% | 4.38K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 4K | SH | $1.49M 2.47% | 4K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 10K | SH | $1.46M 2.43% | 10K | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 7.50K | SH | $1.44M 2.39% | 7.50K | 0.00 | 0.00 |
ROSS STORES INC COMSOLE | Stock | 6K | SH | $1.30M 2.16% | 6K | 0.00 | 0.00 |