BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 10.93M
Full voting authority
10.93M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 341.35K | SH | $86.63M 6.82% | 341.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 209.13K | SH | $77.41M 6.09% | 209.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 151.12K | SH | $72.42M 5.70% | 151.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 204.30K | SH | $58.61M 4.61% | 204.30K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 166.28K | SH | $51.46M 4.05% | 166.28K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 149.53K | SH | $51.11M 4.02% | 149.53K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 70.11K | SH | $51.08M 4.02% | 70.11K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 198.79K | SH | $46.97M 3.70% | 198.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 154.36K | SH | $44.39M 3.49% | 154.36K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 182.56K | SH | $38.02M 2.99% | 182.56K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 171.74K | SH | $31.31M 2.46% | 171.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 175.61K | SH | $30.63M 2.41% | 175.61K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 55.41K | SH | $24.75M 1.95% | 55.41K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 184.52K | SH | $24.16M 1.90% | 184.52K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 69.78K | SH | $23.58M 1.86% | 69.78K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 57.87K | SH | $19.86M 1.56% | 57.87K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 61.70K | SH | $18.65M 1.47% | 61.70K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 156.61K | SH | $18.01M 1.42% | 156.61K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.52K | SH | $17.81M 1.40% | 18.52K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 189.48K | SH | $17.81M 1.40% | 189.48K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 202.73K | SH | $17.61M 1.39% | 202.73K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 146.79K | SH | $16.65M 1.31% | 146.79K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 108.58K | SH | $16.59M 1.31% | 108.58K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 123.35K | SH | $16.17M 1.27% | 123.35K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 26.37K | SH | $14.85M 1.17% | 26.37K | 0.00 | 0.00 |