WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
17.9%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Full voting authority
2.12M
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 |
|---|---|---|---|---|---|---|---|
CARLISLE COS INCSOLE | COM | 71.31K | SH | $23.79M 8.54% | 71.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 58.60K | SH | $14.87M 5.34% | 58.60K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.31K | SH | $11.17M 4.01% | 23.31K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 33.97K | SH | $9.99M 3.59% | 33.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 25.61K | SH | $9.48M 3.40% | 25.61K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 37.42K | SH | $9.15M 3.29% | 37.42K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 51.74K | SH | $6.22M 2.23% | 51.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.03K | SH | $5.47M 1.96% | 19.03K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 27.62K | SH | $5.30M 1.90% | 27.62K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 104.13K | SH | $5.23M 1.88% | 104.13K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 26.99K | SH | $4.58M 1.64% | 26.99K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.97K | SH | $4.56M 1.64% | 7.97K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 153.81K | SH | $4.46M 1.60% | 153.81K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 151.84K | SH | $4.26M 1.53% | 151.84K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 18.76K | SH | $3.88M 1.39% | 18.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 12.71K | SH | $3.84M 1.38% | 12.71K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 25.50K | SH | $3.68M 1.32% | 25.50K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.23K | SH | $3.58M 1.28% | 4.23K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 13.64K | SH | $3.31M 1.19% | 13.64K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 42.06K | SH | $3.26M 1.17% | 42.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.09K | SH | $3.16M 1.13% | 18.09K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 32.29K | SH | $3.10M 1.11% | 32.29K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 19.74K | SH | $3.06M 1.10% | 19.74K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 21.45K | SH | $2.99M 1.07% | 21.45K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 13.48K | SH | $2.93M 1.05% | 13.48K | 0.00 | 0.00 |