CHADDS FORD, PA
Allocation by class
Portfolio Concentration
Top 3 weight
22.5%
Top 10 weight
48.3%
Voting Authority Distribution
Total shares with voting rights: 14.33M
Full voting authority
14.33M
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 Corp.SOLE | COM | 225.28K | SH | $45.08M 10.04% | 225.28K | 0.00 | 0.00 |
Stellar Bancorp, Inc.SOLE | COM | 815.47K | SH | $32.06M 7.14% | 815.47K | 0.00 | 0.00 |
Janus Henderson Group PLCSOLE | COM | 455.13K | SH | $23.64M 5.27% | 455.13K | 0.00 | 0.00 |
Talkspace, Inc.SOLE | COM | 3.73M | SH | $19.39M 4.32% | 3.73M | 0.00 | 0.00 |
Chart Industries, Inc.SOLE | COM | 86.78K | SH | $18.13M 4.04% | 86.78K | 0.00 | 0.00 |
UBS Group AGSOLE | COM | 363.52K | SH | $18.02M 4.01% | 363.52K | 0.00 | 0.00 |
Citigroup Inc.SOLE | COM | 116.38K | SH | $16.29M 3.63% | 116.38K | 0.00 | 0.00 |
Boeing Co.SOLE | COM | 69.79K | SH | $15.11M 3.37% | 69.79K | 0.00 | 0.00 |
DigitalBridge Group, Inc.SOLE | COM | 924.11K | SH | $14.58M 3.25% | 924.11K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 49.43K | SH | $14.30M 3.19% | 49.43K | 0.00 | 0.00 |
Mastercard Inc. - Class ASOLE | COM | 26.20K | SH | $13.46M 3.00% | 26.20K | 0.00 | 0.00 |
Alphabet, Inc. - Class CSOLE | COM | 35.60K | SH | $12.58M 2.80% | 35.60K | 0.00 | 0.00 |
Nuvalent, Inc.SOLE | COM | 95.50K | SH | $11.79M 2.63% | 95.50K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 49.26K | SH | $11.74M 2.62% | 49.26K | 0.00 | 0.00 |
Apogee Therapeutics, Inc.SOLE | COM | 80K | SH | $10.62M 2.37% | 80K | 0.00 | 0.00 |
Meta Platforms, Inc.SOLE | COM | 17.38K | SH | $9.79M 2.18% | 17.38K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 20.58K | SH | $7.68M 1.71% | 20.58K | 0.00 | 0.00 |
Penumbra, Inc.SOLE | COM | 22K | SH | $6.95M 1.55% | 22K | 0.00 | 0.00 |
Affinity Bancshares, Inc.SOLE | COM | 300.28K | SH | $6.79M 1.51% | 300.28K | 0.00 | 0.00 |
Caesars Entertainment, Inc.SOLE | COM | 213.58K | SH | $6.45M 1.44% | 213.58K | 0.00 | 0.00 |
TJX Company, Inc.SOLE | COM | 41.74K | SH | $6.32M 1.41% | 41.74K | 0.00 | 0.00 |
LiveRamp Holdings, Inc.SOLE | COM | 166.28K | SH | $6.26M 1.39% | 166.28K | 0.00 | 0.00 |
Clear Channel Outdoor HoldingsSOLE | COM | 2.53M | SH | $6.13M 1.37% | 2.53M | 0.00 | 0.00 |
Eli Lilly & Co.SOLE | COM | 4.88K | SH | $5.85M 1.30% | 4.88K | 0.00 | 0.00 |
Broadcom, Inc.SOLE | COM | 15.26K | SH | $5.77M 1.28% | 15.26K | 0.00 | 0.00 |