BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 6.32M
Full voting authority
6.32M
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 | 153.63K | SH | $67.23M 9.02% | 153.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 183.40K | SH | $36.70M 4.92% | 183.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 94.40K | SH | $27.32M 3.66% | 94.40K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 78.98K | SH | $26.93M 3.61% | 78.98K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 18.25K | SH | $19.44M 2.61% | 18.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 52.22K | SH | $18.45M 2.48% | 52.22K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 71.77K | SH | $18.06M 2.42% | 71.77K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 52.91K | SH | $17.32M 2.32% | 52.91K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 39.23K | SH | $16.72M 2.24% | 39.23K | 0.00 | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 210.81K | SH | $16.70M 2.24% | 210.81K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 147.48K | SH | $16.57M 2.22% | 147.48K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 358.22K | SH | $16.31M 2.19% | 358.22K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 390.09K | SH | $16.01M 2.15% | 390.09K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 44.77K | SH | $15.79M 2.12% | 44.77K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 28.64K | SH | $14.86M 1.99% | 28.64K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 14.57K | SH | $14.26M 1.91% | 14.57K | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 40.73K | SH | $11.94M 1.60% | 40.73K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 31.57K | SH | $11.78M 1.58% | 31.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.94K | SH | $11.66M 1.56% | 48.94K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 65.78K | SH | $10.90M 1.46% | 65.78K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 60.21K | SH | $10.73M 1.44% | 60.21K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 66.14K | SH | $10.02M 1.34% | 66.14K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 47.68K | SH | $9.94M 1.33% | 47.68K | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 21.27K | SH | $9.85M 1.32% | 21.27K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | CL B | 145K | SH | $9.12M 1.22% | 145K | 0.00 | 0.00 |