NEWTOWN SQUARE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
17.2%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 16.89M
Full voting authority
16.89M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 844.68K | SH | $169.01M 7.03% | 844.68K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 518.32K | SH | $149.98M 6.24% | 518.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 254.43K | SH | $94.91M 3.95% | 254.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 371.80K | SH | $88.62M 3.68% | 371.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 221.92K | SH | $78.41M 3.26% | 221.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 204.35K | SH | $73.03M 3.04% | 204.35K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 148.96K | SH | $56.27M 2.34% | 148.96K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 38.22K | SH | $44.12M 1.83% | 38.22K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 77.02K | SH | $43.38M 1.80% | 77.02K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 82.92K | SH | $34.87M 1.45% | 82.92K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 103.31K | SH | $33.82M 1.41% | 103.31K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 27.52K | SH | $33.01M 1.37% | 27.52K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 55.98K | SH | $32.52M 1.35% | 55.98K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 62.16K | SH | $29.69M 1.23% | 62.16K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 52.31K | SH | $26.18M 1.09% | 52.31K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 85.20K | SH | $21.64M 0.90% | 85.20K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 156.21K | SH | $21.36M 0.89% | 156.21K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 29.29K | SH | $21.18M 0.88% | 29.29K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 19.60K | SH | $20.87M 0.87% | 19.60K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 147.57K | SH | $20.61M 0.86% | 147.57K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 46.39K | SH | $20.10M 0.84% | 46.39K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 1.04M | SH | $19.84M 0.82% | 1.04M | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 149.73K | SH | $17.59M 0.73% | 149.73K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 147.79K | SH | $16.74M 0.70% | 147.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 45.44K | SH | $15.59M 0.65% | 45.44K | 0.00 | 0.00 |