CUMMING, GA
Allocation by class
Portfolio Concentration
Top 3 weight
99.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 446.63K
Full voting authority
446.10K
shares
Joint voting authority
525.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 367.56K | SH | $106.36M 95.54% | 367.56K | 289.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 63.73K | SH | $3.63M 3.26% | 63.73K | 57.00 | 0.00 |
DISNEY WALT COSOLE | COM | 7.70K | SH | $741.1K 0.67% | 7.70K | 83.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 7.12K | SH | $588.1K 0.53% | 7.12K | 96.00 | 0.00 |