BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
18.3%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 241.10M
Full voting authority
0.00
shares
Joint voting authority
241.10M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 14.57M | SH | $2.92B 7.52% | 0.00 | 14.57M | 0.00 |
APPLE INCDFND | COM | 8.86M | SH | $2.56B 6.61% | 0.00 | 8.86M | 0.00 |
MICROSOFT CORPDFND | COM | 4.29M | SH | $1.60B 4.13% | 0.00 | 4.29M | 0.00 |
AMAZON COM INCDFND | COM | 5.88M | SH | $1.40B 3.61% | 0.00 | 5.88M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 3.55M | SH | $1.27B 3.27% | 0.00 | 3.55M | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 3.18M | SH | $1.12B 2.90% | 0.00 | 3.18M | 0.00 |
BROADCOM INCDFND | COM | 2.68M | SH | $1.01B 2.61% | 0.00 | 2.68M | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 1.31M | SH | $657.07M 1.69% | 0.00 | 1.31M | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 550.12K | SH | $634.99M 1.64% | 0.00 | 550.12K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 1.89M | SH | $618.56M 1.59% | 0.00 | 1.89M | 0.00 |
META PLATFORMS INCDFND | CL A | 1.07M | SH | $600.32M 1.55% | 0.00 | 1.07M | 0.00 |
TESLA INCDFND | COM | 1.36M | SH | $573.03M 1.48% | 0.00 | 1.36M | 0.00 |
ELI LILLY & CODFND | COM | 389.38K | SH | $467.04M 1.20% | 0.00 | 389.38K | 0.00 |
VISA INCDFND | COM CL A | 1.34M | SH | $459.34M 1.18% | 0.00 | 1.34M | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 789.76K | SH | $458.78M 1.18% | 0.00 | 789.76K | 0.00 |
GOLDMAN SACHS GROUP INCDFND | COM | 400.61K | SH | $405.16M 1.04% | 0.00 | 400.61K | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 389.89K | SH | $364.73M 0.94% | 0.00 | 389.89K | 0.00 |
JOHNSON & JOHNSONDFND | COM | 1.27M | SH | $322.24M 0.83% | 0.00 | 1.27M | 0.00 |
INTEL CORPDFND | COM | 2.30M | SH | $320.85M 0.83% | 0.00 | 2.30M | 0.00 |
APPLIED MATLS INCDFND | COM | 394.68K | SH | $285.35M 0.74% | 0.00 | 394.68K | 0.00 |
EXXON MOBIL CORPDFND | COM | 2M | SH | $273.59M 0.71% | 0.00 | 2M | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 613.75K | SH | $265.96M 0.69% | 0.00 | 613.75K | 0.00 |
TJX COS INC NEWDFND | COM | 1.62M | SH | $244.92M 0.63% | 0.00 | 1.62M | 0.00 |
WALMART INCDFND | COM | 2.14M | SH | $242.70M 0.63% | 0.00 | 2.14M | 0.00 |
CATERPILLAR INCDFND | COM | 226.41K | SH | $241.10M 0.62% | 0.00 | 226.41K | 0.00 |