CHARLOTTESVILLE, VA
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 119.63K | SH | $57.32M 7.44% | 0.00 | 0.00 | 119.63K |
APPLE INCSOLE | COM | 179.22K | SH | $45.48M 5.90% | 0.00 | 0.00 | 179.22K |
JOHNSON & JOHNSONSOLE | COM | 166.98K | SH | $40.82M 5.29% | 0.00 | 0.00 | 166.98K |
JPMORGAN CHASE & COSOLE | COM | 109.48K | SH | $32.21M 4.18% | 0.00 | 0.00 | 109.48K |
MICROSOFT CORPSOLE | COM | 83.88K | SH | $31.05M 4.03% | 0.00 | 0.00 | 83.88K |
CATERPILLAR INCSOLE | COM | 39.68K | SH | $28.11M 3.65% | 0.00 | 0.00 | 39.68K |
GOLDMAN SACHS GROUP INCSOLE | COM | 26.55K | SH | $22.47M 2.91% | 0.00 | 0.00 | 26.55K |
ALPHABET INCSOLE | CAP STK CL C | 67.01K | SH | $19.22M 2.49% | 0.00 | 0.00 | 67.01K |
CUMMINS INCSOLE | COM | 34.26K | SH | $18.43M 2.39% | 0.00 | 0.00 | 34.26K |
ABBVIE INCSOLE | COM | 80.41K | SH | $17.49M 2.27% | 0.00 | 0.00 | 80.41K |
MCKESSON CORPSOLE | COM | 19.90K | SH | $17.22M 2.23% | 0.00 | 0.00 | 19.90K |
ISHARES TRSOLE | RUS MID CAP ETF | 164.66K | SH | $16.01M 2.08% | 0.00 | 0.00 | 164.66K |
EXXON MOBIL CORPSOLE | COM | 93.60K | SH | $15.88M 2.06% | 0.00 | 0.00 | 93.60K |
CHEVRON CORPORATIONSOLE | COM | 69.97K | SH | $14.48M 1.88% | 0.00 | 0.00 | 69.97K |
DEERE & COSOLE | COM | 24.72K | SH | $13.93M 1.81% | 0.00 | 0.00 | 24.72K |
ORACLE CORPSOLE | COM | 93.52K | SH | $13.76M 1.78% | 0.00 | 0.00 | 93.52K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 37.18K | SH | $11.93M 1.55% | 0.00 | 0.00 | 37.18K |
MCDONALDS CORPSOLE | COM | 35.87K | SH | $11.15M 1.45% | 0.00 | 0.00 | 35.87K |
ALPHABET INCSOLE | CAP STK CL A | 36.53K | SH | $10.50M 1.36% | 0.00 | 0.00 | 36.53K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.65K | SH | $10.39M 1.35% | 0.00 | 0.00 | 39.65K |
PEPSICO INCSOLE | COM | 65.84K | SH | $10.22M 1.33% | 0.00 | 0.00 | 65.84K |
ABBOTT LABORATORIESSOLE | COM | 92.22K | SH | $9.47M 1.23% | 0.00 | 0.00 | 92.22K |
FEDEX CORPSOLE | COM | 26.31K | SH | $9.37M 1.22% | 0.00 | 0.00 | 26.31K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 37.38K | SH | $9.27M 1.20% | 0.00 | 0.00 | 37.38K |
CORNING INCSOLE | COM | 66.54K | SH | $9.05M 1.17% | 0.00 | 0.00 | 66.54K |