BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
19.3%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 11.05M
Full voting authority
11.05M
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 |
|---|---|---|---|---|---|---|---|
APPLIED MATLS INCSOLE | COM | 146.72K | SH | $106.08M 7.24% | 146.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 341.24K | SH | $98.74M 6.74% | 341.24K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 69.43K | SH | $78.66M 5.37% | 69.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 209.74K | SH | $78.24M 5.34% | 209.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 150.33K | SH | $75.22M 5.13% | 150.33K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 201.97K | SH | $71.36M 4.87% | 201.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 166.10K | SH | $62.74M 4.28% | 166.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 154.84K | SH | $55.34M 3.77% | 154.84K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 198.93K | SH | $43.86M 2.99% | 198.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 181.46K | SH | $43.25M 2.95% | 181.46K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 170.56K | SH | $39.76M 2.71% | 170.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 178.76K | SH | $35.77M 2.44% | 178.76K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 69.45K | SH | $33.17M 2.26% | 69.45K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 55.02K | SH | $27.33M 1.86% | 55.02K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 183.84K | SH | $26.86M 1.83% | 183.84K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 61.80K | SH | $21.20M 1.45% | 61.80K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 147.76K | SH | $20.68M 1.41% | 147.76K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 57.71K | SH | $20.44M 1.39% | 57.71K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 159.29K | SH | $18.74M 1.28% | 159.29K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.62K | SH | $17.90M 1.22% | 18.62K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 193.82K | SH | $17.88M 1.22% | 193.82K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 197.62K | SH | $17.88M 1.22% | 197.62K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 123.35K | SH | $16.88M 1.15% | 123.35K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 26.41K | SH | $16.75M 1.14% | 26.41K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 69.08K | SH | $15.45M 1.05% | 69.08K | 0.00 | 0.00 |