BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
15.1%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Full voting authority
802.61K
shares
Joint voting authority
688.64K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 57.13K | SH | $9.96M 5.47% | 28.41K | 28.72K | 0.00 |
ALPHABET INC CL ASOLE | COM | 32.49K | SH | $9.34M 5.13% | 16.59K | 15.90K | 0.00 |
APPLESOLE | COM | 32.60K | SH | $8.27M 4.54% | 16.93K | 15.67K | 0.00 |
ANALOG DEVICESSOLE | COM | 23.55K | SH | $7.49M 4.11% | 12.12K | 11.43K | 0.00 |
MICROSOFTSOLE | COM | 18.95K | SH | $7.02M 3.85% | 11.24K | 7.72K | 0.00 |
RTX CORPORATIONSOLE | COM | 32.50K | SH | $6.27M 3.44% | 16.65K | 15.85K | 0.00 |
AMAZON.COMSOLE | COM | 29.02K | SH | $6.04M 3.32% | 16.45K | 12.57K | 0.00 |
TJX COSSOLE | COM | 37.77K | SH | $6.03M 3.31% | 21.42K | 16.35K | 0.00 |
JOHNSON AND JOHNSONSOLE | COM | 22.10K | SH | $5.40M 2.97% | 11.18K | 10.92K | 0.00 |
MASTERCARDSOLE | COM | 10.60K | SH | $5.30M 2.91% | 5.20K | 5.40K | 0.00 |
ELI LILLY & COSOLE | COM | 5.63K | SH | $5.18M 2.84% | 3.98K | 1.65K | 0.00 |
SCHNEIDER ELEC SA ADRSOLE | COM | 89.78K | SH | $4.89M 2.68% | 52.47K | 37.31K | 0.00 |
ABBOTT LABSSOLE | COM | 44.35K | SH | $4.55M 2.50% | 25.13K | 19.22K | 0.00 |
HOME DEPOTSOLE | COM | 13.78K | SH | $4.53M 2.49% | 8.06K | 5.72K | 0.00 |
APPLIED MATERIALSOLE | COM | 12.61K | SH | $4.31M 2.37% | 7.32K | 5.29K | 0.00 |
ROCKWELL AUTOMATIONSOLE | COM | 11.32K | SH | $4.06M 2.23% | 5.70K | 5.61K | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 19.92K | SH | $4.05M 2.23% | 7.15K | 12.78K | 0.00 |
DANAHER CORPSOLE | COM | 20.88K | SH | $3.96M 2.17% | 11.62K | 9.26K | 0.00 |
PROCTER & GAMBLESOLE | COM | 27.31K | SH | $3.94M 2.17% | 15.38K | 11.93K | 0.00 |
AUTOMATIC DATA PROCESSINGSOLE | COM | 17.50K | SH | $3.56M 1.95% | 8.69K | 8.81K | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 7.81K | SH | $3.49M 1.92% | 4.97K | 2.84K | 0.00 |
XYLEM INCSOLE | COM | 28.88K | SH | $3.45M 1.90% | 16.49K | 12.39K | 0.00 |
APTARGROUPSOLE | COM | 25.20K | SH | $3.18M 1.74% | 12.75K | 12.45K | 0.00 |
AMERICAN EXPRESSSOLE | COM | 9.79K | SH | $2.96M 1.63% | 6.58K | 3.21K | 0.00 |
CHEVRONSOLE | COM | 14.29K | SH | $2.96M 1.62% | 8.09K | 6.20K | 0.00 |