SALT LAKE CITY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 416.55M
Full voting authority
416.55M
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 | 23.04M | SH | $4.02B 7.49% | 23.04M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.72M | SH | $2.97B 5.54% | 11.72M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.63M | SH | $2.45B 4.57% | 6.63M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.84M | SH | $1.84B 3.43% | 8.84M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.18M | SH | $1.78B 3.31% | 6.18M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.48M | SH | $1.42B 2.64% | 2.48M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.31M | SH | $1.33B 2.48% | 4.31M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.44M | SH | $1.27B 2.37% | 4.44M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 3.02M | SH | $888.49M 1.66% | 3.02M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.65M | SH | $825.41M 1.54% | 1.65M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 848.20K | SH | $780.15M 1.45% | 848.20K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.96M | SH | $727.67M 1.36% | 1.96M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 4.02M | SH | $681.34M 1.27% | 4.02M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 3.92M | SH | $576.76M 1.07% | 3.92M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.97M | SH | $480.51M 0.90% | 1.97M | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 4.68M | SH | $435.03M 0.81% | 4.68M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 863.87K | SH | $413.97M 0.77% | 863.87K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.49M | SH | $402.13M 0.75% | 1.49M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.14M | SH | $384.07M 0.72% | 1.14M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 1.12M | SH | $383.05M 0.71% | 1.12M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 3.07M | SH | $382.14M 0.71% | 3.07M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 1.81M | SH | $373.98M 0.70% | 1.81M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 7.08M | SH | $345.13M 0.64% | 7.08M | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 2.37M | SH | $341.76M 0.64% | 2.37M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 4.54M | SH | $326.28M 0.61% | 4.54M | 0.00 | 0.00 |