PITTSFORD, NY
Allocation by class
Portfolio Concentration
Top 3 weight
30.9%
Top 10 weight
52.2%
Voting Authority Distribution
Total shares with voting rights: 2.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 15.52K | SH | $27.07M 13.71% | 0.00 | 0.00 | 15.52K |
COSTCO WHSL CORP NEWSOLE | COM | 1.86K | SH | $18.54M 9.39% | 0.00 | 0.00 | 1.86K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 291.94K | SH | $15.43M 7.82% | 0.00 | 0.00 | 291.94K |
APPLE INCSOLE | COM | 46.06K | SH | $11.69M 5.92% | 0.00 | 0.00 | 46.06K |
BERKSHIRE HATHAWAY CLASS BSOLE | CL B NEW | 16.41K | SH | $7.86M 3.98% | 0.00 | 0.00 | 16.41K |
AMAZON.COM INCSOLE | COM | 26.94K | SH | $5.61M 2.84% | 0.00 | 0.00 | 26.94K |
CATERPILLAR INCSOLE | COM | 6.78K | SH | $4.80M 2.43% | 0.00 | 0.00 | 6.78K |
BLACKSTONE INCSOLE | COM | 37.03K | SH | $4.26M 2.16% | 0.00 | 0.00 | 37.03K |
ALPHABET INC CLASS CLASS ASOLE | CAP STK CL A | 14.54K | SH | $4.18M 2.12% | 0.00 | 0.00 | 14.54K |
MICROSOFT CORPSOLE | COM | 9.75K | SH | $3.61M 1.83% | 0.00 | 0.00 | 9.75K |
CHENIERE ENERGY INCSOLE | COM NEW | 11.50K | SH | $3.26M 1.65% | 0.00 | 0.00 | 11.50K |
ALPHABET INC CLASS CLASS CSOLE | CAP STK CL C | 11.12K | SH | $3.19M 1.62% | 0.00 | 0.00 | 11.12K |
SCHWAB U.S. BROAD MARKETETFSOLE | US BRD MKT ETF | 124.54K | SH | $3.13M 1.58% | 0.00 | 0.00 | 124.54K |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | MRNGSTR WDE MOAT | 25.23K | SH | $2.44M 1.24% | 0.00 | 0.00 | 25.23K |
ATLAS LITHIUM CORPSOLE | COM NEW | 558.72K | SH | $2.43M 1.23% | 0.00 | 0.00 | 558.72K |
ELI LILLY AND COSOLE | COM | 2.30K | SH | $2.12M 1.07% | 0.00 | 0.00 | 2.30K |
VISA INC CLASS CLASS ASOLE | COM CL A | 6.83K | SH | $2.06M 1.05% | 0.00 | 0.00 | 6.83K |
SCHWAB U.S. LARGE-CAP ETFSOLE | US LRG CAP ETF | 79.69K | SH | $2.04M 1.04% | 0.00 | 0.00 | 79.69K |
HOME DEPOT INCSOLE | COM | 5.49K | SH | $1.81M 0.91% | 0.00 | 0.00 | 5.49K |
DEERE & COSOLE | COM | 3.08K | SH | $1.73M 0.88% | 0.00 | 0.00 | 3.08K |
EXXON MOBIL CORPSOLE | COM | 9.79K | SH | $1.66M 0.84% | 0.00 | 0.00 | 9.79K |
COMSTOCK RES INCSOLE | COM | 77K | SH | $1.62M 0.82% | 0.00 | 0.00 | 77K |
MASTERCARD INC CLASS CLASS ASOLE | CL A | 3.14K | SH | $1.57M 0.79% | 0.00 | 0.00 | 3.14K |
KKR & CO INCSOLE | COM | 16.88K | SH | $1.56M 0.79% | 0.00 | 0.00 | 16.88K |
JOHNSON & JOHNSONSOLE | COM | 6.32K | SH | $1.55M 0.78% | 0.00 | 0.00 | 6.32K |