PEPPER PIKE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
10.2%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 40.18M
Full voting authority
40.18M
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 INCSOLE | CAP STK CL A | 539.74K | SH | $189.95M 3.80% | 539.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 607.49K | SH | $175.78M 3.52% | 607.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 396.76K | SH | $145.92M 2.92% | 396.76K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 348.71K | SH | $129.43M 2.59% | 348.71K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 375.04K | SH | $119.93M 2.40% | 375.04K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 544.09K | SH | $108.87M 2.18% | 544.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 432.03K | SH | $102.97M 2.06% | 432.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 196.10K | SH | $96.33M 1.93% | 196.10K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 111.68K | SH | $80.74M 1.62% | 111.68K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 142.80K | SH | $78.26M 1.57% | 142.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 218.91K | SH | $77.35M 1.55% | 218.91K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 165.56K | SH | $70.55M 1.41% | 165.56K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 228.57K | SH | $70.19M 1.41% | 228.57K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 140.54K | SH | $69.85M 1.40% | 140.54K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 745.87K | SH | $66.91M 1.34% | 745.87K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 344.85K | SH | $65.70M 1.32% | 344.85K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 192.44K | SH | $63.80M 1.28% | 192.44K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 264.33K | SH | $57.74M 1.16% | 264.33K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 160.51K | SH | $55.07M 1.10% | 160.51K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST INTER ETF | 1.84M | SH | $52.34M 1.05% | 1.84M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL QUALTY | 1.01M | SH | $50.29M 1.01% | 1.01M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 142.42K | SH | $48.21M 0.97% | 142.42K | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 649.38K | SH | $47.40M 0.95% | 649.38K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 137.06K | SH | $47.19M 0.95% | 137.06K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 182.42K | SH | $43.69M 0.88% | 182.42K | 0.00 | 0.00 |