GUILFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
21.7%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 805.95K
Full voting authority
805.95K
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 CORPORATIONSOLE | COM | 50.16K | SH | $8.71M 8.03% | 50.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 33.09K | SH | $8.36M 7.70% | 33.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.72K | SH | $6.50M 5.99% | 22.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.69K | SH | $4.50M 4.14% | 21.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.39K | SH | $4.41M 4.07% | 7.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.57K | SH | $3.90M 3.59% | 10.57K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 38.54K | SH | $3.69M 3.40% | 38.54K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.64K | SH | $2.97M 2.73% | 9.64K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 21.40K | SH | $2.64M 2.43% | 21.40K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 15.34K | SH | $2.45M 2.26% | 15.34K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.14K | SH | $2.20M 2.03% | 9.14K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 40.38K | SH | $2.03M 1.87% | 40.38K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.92K | SH | $2.03M 1.87% | 6.92K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 4.18K | SH | $1.92M 1.77% | 4.18K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 7.82K | SH | $1.90M 1.75% | 7.82K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 8.64K | SH | $1.87M 1.72% | 8.64K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.87K | SH | $1.85M 1.70% | 3.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.11K | SH | $1.78M 1.64% | 3.11K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.26K | SH | $1.67M 1.54% | 8.26K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.68K | SH | $1.54M 1.42% | 1.68K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 2.70K | SH | $1.52M 1.40% | 2.70K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 10.22K | SH | $1.47M 1.35% | 10.22K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 9.80K | SH | $1.43M 1.32% | 9.80K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 14.76K | SH | $1.41M 1.30% | 14.76K | 0.00 | 0.00 |
OMNICOM GROUP INCSOLE | COM | 18.82K | SH | $1.41M 1.30% | 18.82K | 0.00 | 0.00 |