KINGSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
26.9%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 431.63K
Full voting authority
431.63K
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 51.83K | SH | $9.98M 10.74% | 51.83K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 13.90K | SH | $7.97M 8.57% | 13.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 50.22K | SH | $7.08M 7.61% | 50.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.91K | SH | $6.74M 7.25% | 17.91K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 8.26K | SH | $6.70M 7.21% | 8.26K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 34.91K | SH | $5.94M 6.39% | 34.91K | 0.00 | 0.00 |
INTUITSOLE | COM | 8.31K | SH | $5.19M 5.59% | 8.31K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 18.25K | SH | $4.75M 5.11% | 18.25K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 6.48K | SH | $3.87M 4.16% | 6.48K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 5.71K | SH | $3.00M 3.23% | 5.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.32K | SH | $2.95M 3.17% | 8.32K | 0.00 | 0.00 |
BOEING COSOLE | COM | 10.18K | SH | $2.65M 2.85% | 10.18K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 4.59K | SH | $2.23M 2.40% | 4.59K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 8.40K | SH | $2.15M 2.31% | 8.40K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 7.60K | SH | $2.00M 2.15% | 7.60K | 0.00 | 0.00 |
AFFILIATED MANAGERS GROUP INSOLE | COM | 13.15K | SH | $1.99M 2.14% | 13.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11.99K | SH | $1.82M 1.96% | 11.99K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5K | SH | $1.78M 1.92% | 5K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 12.56K | SH | $1.61M 1.74% | 12.56K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 45.14K | SH | $1.52M 1.64% | 45.14K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.57K | SH | $1.41M 1.52% | 9.57K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 4.53K | SH | $1.36M 1.46% | 4.53K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 8.07K | SH | $1.27M 1.37% | 8.07K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 3.03K | SH | $785.7K 0.85% | 3.03K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 7.50K | SH | $710.2K 0.76% | 7.50K | 0.00 | 0.00 |