STUART, FL
Allocation by class
Portfolio Concentration
Top 3 weight
31.6%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 1.73M
Full voting authority
1.73M
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 119.87K | SH | $34.47M 15.76% | 119.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 49.78K | SH | $18.43M 8.43% | 49.78K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 49.60K | SH | $16.17M 7.39% | 49.60K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 387.26K | SH | $14.65M 6.70% | 387.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.85K | SH | $14.30M 6.54% | 29.85K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.70K | SH | $11.36M 5.19% | 36.70K | 0.00 | 0.00 |
ELBIT SYS LTDSOLE | ORD | 13.36K | SH | $11.34M 5.19% | 13.36K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 510.34K | SH | $9.85M 4.50% | 510.34K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 38.26K | SH | $9.35M 4.28% | 38.26K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF T TRSOLE | UNIT | 9.04K | SH | $5.88M 2.69% | 9.04K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 3.31K | SH | $5.72M 2.62% | 3.31K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 13.06K | SH | $5.70M 2.61% | 13.06K | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 77.95K | SH | $5.50M 2.51% | 77.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.13K | SH | $5.11M 2.34% | 20.13K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 7.75K | SH | $4.69M 2.14% | 7.75K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.98K | SH | $4.58M 2.09% | 21.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 14.47K | SH | $4.16M 1.90% | 14.47K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 61.72K | SH | $3.93M 1.80% | 61.72K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 6.83K | SH | $3.85M 1.76% | 6.83K | 0.00 | 0.00 |
ARCH CAP GROUP LTDSOLE | ORD | 38.95K | SH | $3.74M 1.71% | 38.95K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 51.42K | SH | $2.92M 1.34% | 51.42K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | DEL CL A | 4.00 | SH | $2.87M 1.31% | 4.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 12.78K | SH | $2.64M 1.21% | 12.78K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.55K | SH | $1.98M 0.91% | 6.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 10.56K | SH | $1.84M 0.84% | 10.56K | 0.00 | 0.00 |