WYOMISSING, PA
Allocation by class
Portfolio Concentration
Top 3 weight
15.8%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 10.56M
Full voting authority
10.56M
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 |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIESSOLE | COM | 551.10K | SH | $80.62M 7.45% | 551.10K | 0.00 | 0.00 |
APPLESOLE | COM | 195.71K | SH | $49.67M 4.59% | 195.71K | 0.00 | 0.00 |
SPDR S & P 500 INDEXSOLE | COM | 63.25K | SH | $41.13M 3.80% | 63.25K | 0.00 | 0.00 |
NVIDIASOLE | COM | 191.60K | SH | $33.42M 3.09% | 191.60K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 84.09K | SH | $31.13M 2.87% | 84.09K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | COM | 105.45K | SH | $30.32M 2.80% | 105.45K | 0.00 | 0.00 |
AMAZONCOMSOLE | COM | 139.76K | SH | $29.11M 2.69% | 139.76K | 0.00 | 0.00 |
WILLIAMS COMPANIESSOLE | COM | 291.68K | SH | $21.23M 1.96% | 291.68K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 72.11K | SH | $21.21M 1.96% | 72.11K | 0.00 | 0.00 |
PEPSICOSOLE | COM | 135.65K | SH | $21.07M 1.95% | 135.65K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 264.78K | SH | $20.54M 1.90% | 264.78K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 40.85K | SH | $20.25M 1.87% | 40.85K | 0.00 | 0.00 |
CHUBBSOLE | COM | 62K | SH | $20.21M 1.87% | 62K | 0.00 | 0.00 |
TJX COMPANIESSOLE | COM | 122.27K | SH | $19.53M 1.80% | 122.27K | 0.00 | 0.00 |
EATONSOLE | COM | 51.06K | SH | $18.26M 1.69% | 51.06K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 93.80K | SH | $18.09M 1.67% | 93.80K | 0.00 | 0.00 |
META PLATFORMSSOLE | COM | 31.57K | SH | $18.06M 1.67% | 31.57K | 0.00 | 0.00 |
QUANTA SERVICESSOLE | COM | 32.34K | SH | $17.76M 1.64% | 32.34K | 0.00 | 0.00 |
ABBVIESOLE | COM | 80.01K | SH | $17.40M 1.61% | 80.01K | 0.00 | 0.00 |
WELLTOWERSOLE | COM | 87.11K | SH | $17.22M 1.59% | 87.11K | 0.00 | 0.00 |
LOWE'SSOLE | COM | 71.73K | SH | $16.95M 1.57% | 71.73K | 0.00 | 0.00 |
LILLY ELISOLE | COM | 18.32K | SH | $16.85M 1.56% | 18.32K | 0.00 | 0.00 |
VERIZON COMMUNICATIONSSOLE | COM | 324.55K | SH | $16.29M 1.50% | 324.55K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 52.55K | SH | $16.26M 1.50% | 52.55K | 0.00 | 0.00 |
DUKE ENERGYSOLE | COM | 120.80K | SH | $15.82M 1.46% | 120.80K | 0.00 | 0.00 |