FEASTERVILLE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
23.4%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 2.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 112.35K | SH | $23.40M 8.09% | 0.00 | 0.00 | 112.35K |
APPLE INCSOLE | COM | 90.39K | SH | $22.94M 7.93% | 0.00 | 0.00 | 90.39K |
NVIDIA CORPORATIONSOLE | COM | 122.17K | SH | $21.31M 7.37% | 0.00 | 0.00 | 122.17K |
ALPHABET INCSOLE | CAP STK CL A | 59.16K | SH | $17.01M 5.88% | 0.00 | 0.00 | 59.16K |
MICROSOFT CORPSOLE | COM | 39.73K | SH | $14.70M 5.08% | 0.00 | 0.00 | 39.73K |
ALPHABET INCSOLE | CAP STK CL C | 46.99K | SH | $13.48M 4.66% | 0.00 | 0.00 | 46.99K |
JOHNSON & JOHNSONSOLE | COM | 45.96K | SH | $11.23M 3.88% | 0.00 | 0.00 | 45.96K |
ELI LILLY & COSOLE | COM | 10.01K | SH | $9.21M 3.18% | 0.00 | 0.00 | 10.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.15K | SH | $7.74M 2.68% | 0.00 | 0.00 | 16.15K |
VISA INCSOLE | COM CL A | 25.58K | SH | $7.73M 2.67% | 0.00 | 0.00 | 25.58K |
NETFLIX INC.SOLE | COM | 71.92K | SH | $6.91M 2.39% | 0.00 | 0.00 | 71.92K |
QXO INCSOLE | COM NEW | 248.96K | SH | $4.83M 1.67% | 0.00 | 0.00 | 248.96K |
MCKESSON CORPSOLE | COM | 5.14K | SH | $4.45M 1.54% | 0.00 | 0.00 | 5.14K |
ARTESIAN RES CORPSOLE | CL A | 131.48K | SH | $4.19M 1.45% | 0.00 | 0.00 | 131.48K |
UBER TECHNOLOGIES INCSOLE | COM | 57.82K | SH | $4.16M 1.44% | 0.00 | 0.00 | 57.82K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 21.67K | SH | $4.16M 1.44% | 0.00 | 0.00 | 21.67K |
CHUBB LTD SWITZSOLE | COM | 12.53K | SH | $4.08M 1.41% | 0.00 | 0.00 | 12.53K |
CANADIAN NATL RY COSOLE | COM | 39.24K | SH | $4.03M 1.39% | 0.00 | 0.00 | 39.24K |
HONEYWELL INTL INCSOLE | COM | 16.18K | SH | $3.66M 1.26% | 0.00 | 0.00 | 16.18K |
CSX CORPSOLE | COM | 84.60K | SH | $3.47M 1.20% | 0.00 | 0.00 | 84.60K |
BOSTON SCIENTIFIC CORPSOLE | COM | 54.02K | SH | $3.39M 1.17% | 0.00 | 0.00 | 54.02K |
CHEVRON CORPORATIONSOLE | COM | 16.29K | SH | $3.37M 1.17% | 0.00 | 0.00 | 16.29K |
CONSTELLATION ENERGY CORPSOLE | COM | 11.42K | SH | $3.19M 1.10% | 0.00 | 0.00 | 11.42K |
TJX COS INC NEWSOLE | COM | 19.03K | SH | $3.04M 1.05% | 0.00 | 0.00 | 19.03K |
MONDELEZ INTL INCSOLE | CL A | 50.31K | SH | $2.90M 1.00% | 0.00 | 0.00 | 50.31K |