CHARLOTTE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
41.8%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 8.72M
Full voting authority
8.72M
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 101.33K | SH | $50.70M 16.46% | 101.33K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 74.48K | SH | $41.76M 13.56% | 74.48K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCLASS ASOLE | COM | 309.69K | SH | $36.13M 11.73% | 309.69K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 148.72K | SH | $28.33M 9.20% | 148.72K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM | 248.50K | SH | $22.04M 7.16% | 248.50K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NESOLE | COM | 198.48K | SH | $19.08M 6.19% | 198.48K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INSOLE | COM | 24.64K | SH | $16.43M 5.34% | 24.64K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 29.93K | SH | $12.59M 4.09% | 29.93K | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM | 431.19K | SH | $12.37M 4.02% | 431.19K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 11.50K | SH | $10.76M 3.49% | 11.50K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 30.01K | SH | $10.72M 3.48% | 30.01K | 0.00 | 0.00 |
LINEAGE CELL THERAPEUTICSOLE | COM | 6.60M | SH | $8.64M 2.81% | 6.60M | 0.00 | 0.00 |
ARM HLDGSSOLE | COM | 20.58K | SH | $7.30M 2.37% | 20.58K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 28.67K | SH | $6.83M 2.22% | 28.67K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM | 9.47K | SH | $3.77M 1.22% | 9.47K | 0.00 | 0.00 |
ESAB CORPSOLE | COM | 36.56K | SH | $3.61M 1.17% | 36.56K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 4.75K | SH | $3.26M 1.06% | 4.75K | 0.00 | 0.00 |
ATOMERA INCSOLE | COM | 295.45K | SH | $2.57M 0.84% | 295.45K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 7.53K | SH | $1.51M 0.49% | 7.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.66K | SH | $1.37M 0.44% | 3.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.96K | SH | $1.14M 0.37% | 3.96K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COM | 2.81K | SH | $992.9K 0.32% | 2.81K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 2.50K | SH | $751.1K 0.24% | 2.50K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 7.20K | SH | $632.7K 0.21% | 7.20K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.72K | SH | $561.7K 0.18% | 1.72K | 0.00 | 0.00 |