LAFAYETTE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
18.0%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 5.16M
Full voting authority
5.16M
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 CORPSOLE | COM | 246.21K | SH | $45.9K 9.16% | 246.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 96.79K | SH | $22.3K 4.46% | 96.79K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 81.17K | SH | $22.1K 4.40% | 81.17K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 73.01K | SH | $19.3K 3.86% | 73.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.30K | SH | $16.6K 3.31% | 34.30K | 0.00 | 0.00 |
FACEBOOK INCSOLE | CL A | 22.50K | SH | $14.9K 2.96% | 22.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 46.05K | SH | $14.5K 2.88% | 46.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.50K | SH | $13.3K 2.66% | 26.50K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 58.32K | SH | $12.5K 2.49% | 58.32K | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM | 38.30K | SH | $11.8K 2.35% | 38.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 35.30K | SH | $11.4K 2.27% | 35.30K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 70K | SH | $11.3K 2.25% | 70K | 0.00 | 0.00 |
SYNCHRONY FINLSOLE | COM | 132.07K | SH | $11.0K 2.20% | 132.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 31.14K | SH | $9.7K 1.94% | 31.14K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 88.05K | SH | $8.2K 1.64% | 88.05K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 62.07K | SH | $7.5K 1.49% | 62.07K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 65.55K | SH | $7.3K 1.46% | 65.55K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 37.25K | SH | $7.3K 1.45% | 37.25K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 61.47K | SH | $7.2K 1.43% | 61.47K | 0.00 | 0.00 |
OCCIDENTAL PETE CORP DELSOLE | COM | 171.43K | SH | $7.0K 1.41% | 171.43K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 8K | SH | $7.0K 1.40% | 8K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 11.83K | SH | $6.8K 1.35% | 11.83K | 0.00 | 0.00 |
INVESCO LTDSOLE | SHS | 255.39K | SH | $6.7K 1.34% | 255.39K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.90K | SH | $6.4K 1.27% | 27.90K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 9.57K | SH | $6.3K 1.25% | 9.57K | 0.00 | 0.00 |