BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 6.25M
Full voting authority
6.25M
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 |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORPORATISOLE | COM | 151.89K | SH | $72.08M 10.09% | 151.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 189.45K | SH | $33.04M 4.63% | 189.45K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 99.21K | SH | $25.18M 3.53% | 99.21K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 392.13K | SH | $20.71M 2.90% | 392.13K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 148.89K | SH | $19.51M 2.73% | 148.89K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 355.79K | SH | $18.77M 2.63% | 355.79K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 72.23K | SH | $15.71M 2.20% | 72.23K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 52.64K | SH | $15.49M 2.17% | 52.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 52.99K | SH | $15.20M 2.13% | 52.99K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 44.06K | SH | $14.49M 2.03% | 44.06K | 0.00 | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 208.96K | SH | $14.43M 2.02% | 208.96K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 28.66K | SH | $14.21M 1.99% | 28.66K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 39.31K | SH | $14.06M 1.97% | 39.31K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 66.82K | SH | $13.83M 1.94% | 66.82K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 18.70K | SH | $13.24M 1.85% | 18.70K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 14.49K | SH | $12.98M 1.82% | 14.49K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 80.14K | SH | $12.85M 1.80% | 80.14K | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 40.77K | SH | $11.84M 1.66% | 40.77K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 47.21K | SH | $11.66M 1.63% | 47.21K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 38.95K | SH | $11.51M 1.61% | 38.95K | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 21.14K | SH | $11.50M 1.61% | 21.14K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 69.06K | SH | $10.86M 1.52% | 69.06K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 65.92K | SH | $10.53M 1.47% | 65.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 28.12K | SH | $10.41M 1.46% | 28.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 49.20K | SH | $10.25M 1.43% | 49.20K | 0.00 | 0.00 |