LOS ANGELES, CA
Allocation by class
Portfolio Concentration
Top 3 weight
28.8%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 1.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 62.45K | SH | $15.8K 10.33% | 0.00 | 0.00 | 62.45K |
NVIDIA CORPSOLE | COM | 85.93K | SH | $15.0K 9.77% | 0.00 | 0.00 | 85.93K |
BROADCOM INCSOLE | COM | 43.23K | SH | $13.4K 8.72% | 0.00 | 0.00 | 43.23K |
ALPHABET INC CLASS CLASS CSOLE | COM | 32.13K | SH | $9.2K 6.01% | 0.00 | 0.00 | 32.13K |
EXXON MOBIL CORPSOLE | COM | 52.12K | SH | $8.8K 5.76% | 0.00 | 0.00 | 52.12K |
VISTRA CORPSOLE | COM | 46.89K | SH | $7.0K 4.59% | 0.00 | 0.00 | 46.89K |
AMAZON.COM INCSOLE | COM | 30.66K | SH | $6.4K 4.16% | 0.00 | 0.00 | 30.66K |
AGNICO EAGLE MINES LTD FSOLE | COM | 28.92K | SH | $5.9K 3.83% | 0.00 | 0.00 | 28.92K |
ALPHABET INC CLASS ASOLE | COM | 17.95K | SH | $5.2K 3.36% | 0.00 | 0.00 | 17.95K |
DIAMONDBACK ENERGY INCSOLE | COM | 19.92K | SH | $3.9K 2.57% | 0.00 | 0.00 | 19.92K |
ELI LILLY AND COSOLE | COM | 4.26K | SH | $3.9K 2.56% | 0.00 | 0.00 | 4.26K |
COSTCO WHSL CORP NEWSOLE | COM | 3.83K | SH | $3.8K 2.49% | 0.00 | 0.00 | 3.83K |
PHILIP MORRIS INTL INCSOLE | COM | 20.87K | SH | $3.5K 2.25% | 0.00 | 0.00 | 20.87K |
ENBRIDGE INC FSOLE | COM | 62.68K | SH | $3.4K 2.21% | 0.00 | 0.00 | 62.68K |
ABBVIE INCSOLE | COM | 15.59K | SH | $3.4K 2.21% | 0.00 | 0.00 | 15.59K |
AMERICAN EXPRESS COSOLE | COM | 9.86K | SH | $3.0K 1.94% | 0.00 | 0.00 | 9.86K |
NATERA INCSOLE | COM | 12.70K | SH | $2.5K 1.66% | 0.00 | 0.00 | 12.70K |
SPDR GOLD SHARESSOLE | COM | 5.67K | SH | $2.4K 1.59% | 0.00 | 0.00 | 5.67K |
EOG RES INCSOLE | COM | 16.71K | SH | $2.4K 1.57% | 0.00 | 0.00 | 16.71K |
BERKSHIRE HATHAWAY CLASS BSOLE | COM | 4.51K | SH | $2.2K 1.41% | 0.00 | 0.00 | 4.51K |
EATON CORP PLC FSOLE | COM | 5.92K | SH | $2.1K 1.38% | 0.00 | 0.00 | 5.92K |
CHEVRON CORP NEWSOLE | COM | 9.31K | SH | $1.9K 1.26% | 0.00 | 0.00 | 9.31K |
QUALCOMM INCSOLE | COM | 14.91K | SH | $1.9K 1.25% | 0.00 | 0.00 | 14.91K |
MICROSOFT CORPSOLE | COM | 5K | SH | $1.8K 1.21% | 0.00 | 0.00 | 5K |
JOHNSON & JOHNSONSOLE | COM | 6.99K | SH | $1.7K 1.11% | 0.00 | 0.00 | 6.99K |