DEDHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.8%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.16M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 43.59K | SH | $16.13M 7.76% | 0.00 | 0.00 | 43.59K |
NVIDIA CORPORATIONSOLE | COM | 70.27K | SH | $12.26M 5.89% | 0.00 | 0.00 | 70.27K |
APPLE INCSOLE | COM | 42.08K | SH | $10.68M 5.14% | 0.00 | 0.00 | 42.08K |
ELI LILLY & COSOLE | COM | 9.38K | SH | $8.63M 4.15% | 0.00 | 0.00 | 9.38K |
AMAZON COM INCSOLE | COM | 28.83K | SH | $6.00M 2.89% | 0.00 | 0.00 | 28.83K |
PALO ALTO NETWORKS INCSOLE | COM | 29.67K | SH | $4.76M 2.29% | 0.00 | 0.00 | 29.67K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 32.22K | SH | $4.71M 2.27% | 0.00 | 0.00 | 32.22K |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.08K | SH | $4.30M 2.07% | 0.00 | 0.00 | 5.08K |
TJX COS INC NEWSOLE | COM | 26.88K | SH | $4.29M 2.06% | 0.00 | 0.00 | 26.88K |
SPDR GOLD TRSOLE | GOLD SHS | 9.61K | SH | $4.14M 1.99% | 0.00 | 0.00 | 9.61K |
ARISTA NETWORKS INCSOLE | COM SHS | 33.52K | SH | $4.12M 1.98% | 0.00 | 0.00 | 33.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.19K | SH | $3.93M 1.89% | 0.00 | 0.00 | 8.19K |
ALPHABET INCSOLE | CAP STK CL C | 13.61K | SH | $3.90M 1.88% | 0.00 | 0.00 | 13.61K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 29.56K | SH | $3.87M 1.86% | 0.00 | 0.00 | 29.56K |
CATERPILLAR INCSOLE | COM | 5.13K | SH | $3.63M 1.75% | 0.00 | 0.00 | 5.13K |
HOWMET AEROSPACE INCSOLE | COM | 15.44K | SH | $3.56M 1.71% | 0.00 | 0.00 | 15.44K |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 109.77K | SH | $3.31M 1.59% | 0.00 | 0.00 | 109.77K |
DOLLAR GEN CORPSOLE | COM | 25.68K | SH | $3.05M 1.47% | 0.00 | 0.00 | 25.68K |
LOCKHEED MARTIN CORPSOLE | COM | 5K | SH | $3.02M 1.45% | 0.00 | 0.00 | 5K |
RTX CORPORATIONSOLE | COM | 15.41K | SH | $2.97M 1.43% | 0.00 | 0.00 | 15.41K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 63.06K | SH | $2.89M 1.39% | 0.00 | 0.00 | 63.06K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.16K | SH | $2.84M 1.36% | 0.00 | 0.00 | 4.16K |
NORFOLK SOUTHN CORPSOLE | COM | 9.79K | SH | $2.81M 1.35% | 0.00 | 0.00 | 9.79K |
ENTERGY CORP NEWSOLE | COM | 23.96K | SH | $2.69M 1.29% | 0.00 | 0.00 | 23.96K |
CORE & MAIN INCSOLE | CL A | 54.25K | SH | $2.68M 1.29% | 0.00 | 0.00 | 54.25K |