SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
17.5%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 6.50M
Full voting authority
6.46M
shares
Joint voting authority
0.00
shares
No voting authority
38.97K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 234.46K | SH | $40.89M 6.96% | 234.46K | 0.00 | 0.00 |
APPLE INCDFND | COM | 152.49K | SH | $38.70M 6.59% | 152.49K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 62.81K | SH | $23.25M 3.96% | 62.81K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 67.75K | SH | $14.11M 2.40% | 67.75K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 45.03K | SH | $13.94M 2.37% | 45.03K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 47.62K | SH | $13.69M 2.33% | 47.62K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 36.89K | SH | $10.58M 1.80% | 36.89K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 26.72K | SH | $9.03M 1.54% | 26.72K | 0.00 | 0.00 |
TESLA INCDFND | COM | 19.27K | SH | $7.16M 1.22% | 19.27K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 12.44K | SH | $7.12M 1.21% | 12.44K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 22.30K | SH | $6.56M 1.12% | 22.30K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 16.89K | SH | $5.71M 0.97% | 16.89K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 11.18K | SH | $5.36M 0.91% | 11.18K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 31.01K | SH | $5.26M 0.90% | 31.01K | 0.00 | 0.00 |
WALMART INCDFND | COM | 42.23K | SH | $5.25M 0.89% | 42.23K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 20.18K | SH | $4.93M 0.84% | 20.18K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 4.79K | SH | $4.40M 0.75% | 4.79K | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 18.82K | SH | $4.02M 0.68% | 18.82K | 0.00 | 0.00 |
APPLIED MATLS INCDFND | COM | 10.68K | SH | $3.65M 0.62% | 10.68K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 24.13K | SH | $3.53M 0.60% | 24.13K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 16.91K | SH | $3.44M 0.59% | 16.91K | 0.00 | 0.00 |
MERCK & CO INCDFND | COM | 26.81K | SH | $3.23M 0.55% | 26.81K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 9.97K | SH | $3.01M 0.51% | 9.97K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 37.88K | SH | $2.88M 0.49% | 37.88K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 2.88K | SH | $2.87M 0.49% | 2.88K | 0.00 | 0.00 |