MIDDLEBURG, VA
Allocation by class
Portfolio Concentration
Top 3 weight
17.5%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 2M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 58.44K | SH | $14.83M 6.54% | 0.00 | 0.00 | 58.44K |
NVIDIA CORPORATIONSOLE | COM | 74.19K | SH | $12.94M 5.71% | 0.00 | 0.00 | 74.19K |
MICROSOFT CORPSOLE | COM | 32.06K | SH | $11.87M 5.23% | 0.00 | 0.00 | 32.06K |
JOHNSON & JOHNSONSOLE | COM | 44.56K | SH | $10.89M 4.80% | 0.00 | 0.00 | 44.56K |
ALPHABET INCSOLE | CAP STK CL A | 31.94K | SH | $9.18M 4.05% | 0.00 | 0.00 | 31.94K |
CHEVRON CORPORATIONSOLE | COM | 42.47K | SH | $8.79M 3.88% | 0.00 | 0.00 | 42.47K |
EXXON MOBIL CORPSOLE | COM | 45.91K | SH | $7.79M 3.44% | 0.00 | 0.00 | 45.91K |
JPMORGAN CHASE & COSOLE | COM | 24.57K | SH | $7.23M 3.19% | 0.00 | 0.00 | 24.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.32K | SH | $5.90M 2.60% | 0.00 | 0.00 | 12.32K |
ABBVIE INCSOLE | COM | 22.28K | SH | $4.85M 2.14% | 0.00 | 0.00 | 22.28K |
BROADCOM INCSOLE | COM | 15.37K | SH | $4.76M 2.10% | 0.00 | 0.00 | 15.37K |
ALPHABET INCSOLE | CAP STK CL C | 15.36K | SH | $4.41M 1.94% | 0.00 | 0.00 | 15.36K |
WALMART INCSOLE | COM | 31.11K | SH | $3.87M 1.71% | 0.00 | 0.00 | 31.11K |
CISCO SYS INCSOLE | COM | 46.58K | SH | $3.61M 1.59% | 0.00 | 0.00 | 46.58K |
AMAZON COM INCSOLE | COM | 17.03K | SH | $3.55M 1.56% | 0.00 | 0.00 | 17.03K |
HOME DEPOT INCSOLE | COM | 9.93K | SH | $3.27M 1.44% | 0.00 | 0.00 | 9.93K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.74K | SH | $3.23M 1.42% | 0.00 | 0.00 | 4.74K |
WILLIAMS COS INCSOLE | COM | 43.91K | SH | $3.20M 1.41% | 0.00 | 0.00 | 43.91K |
COCA COLA COSOLE | COM | 39.50K | SH | $3.00M 1.32% | 0.00 | 0.00 | 39.50K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.70K | SH | $2.85M 1.26% | 0.00 | 0.00 | 5.70K |
KINDER MORGAN INC DELSOLE | COM | 83.48K | SH | $2.80M 1.23% | 0.00 | 0.00 | 83.48K |
TESLA INCSOLE | COM | 7.32K | SH | $2.72M 1.20% | 0.00 | 0.00 | 7.32K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 11.22K | SH | $2.72M 1.20% | 0.00 | 0.00 | 11.22K |
VISA INCSOLE | COM CL A | 8.44K | SH | $2.55M 1.13% | 0.00 | 0.00 | 8.44K |
MERCK & CO INCSOLE | COM | 19.37K | SH | $2.33M 1.03% | 0.00 | 0.00 | 19.37K |