PARAMUS, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
30.6%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 322.44K
Full voting authority
322.44K
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 |
|---|---|---|---|---|---|---|---|
LAM RESEARCH CORP COM NEWSOLE | COM | 22.29K | SH | $9.7K 15.39% | 22.29K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 14.46K | SH | $5.5K 8.70% | 14.46K | 0.00 | 0.00 |
UNITED RENTALS INC COMSOLE | COM | 3.62K | SH | $4.1K 6.53% | 3.62K | 0.00 | 0.00 |
ARISTA NETWORKS INC COM SHSSOLE | COM | 15.98K | SH | $2.7K 4.32% | 15.98K | 0.00 | 0.00 |
FORTINET INC COMSOLE | COM | 14.99K | SH | $2.3K 3.67% | 14.99K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 11.34K | SH | $2.3K 3.61% | 11.34K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | COM | 2.09K | SH | $2.1K 3.36% | 2.09K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 5.83K | SH | $1.7K 2.69% | 5.83K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 4.74K | SH | $1.7K 2.67% | 4.74K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 4.13K | SH | $1.5K 2.45% | 4.13K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INC COMSOLE | COM | 16.02K | SH | $1.5K 2.35% | 16.02K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | COM | 3.44K | SH | $1.2K 1.96% | 3.44K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | COM | 3.49K | SH | $1.2K 1.90% | 3.49K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | COM | 3.41K | SH | $1.2K 1.86% | 3.41K | 0.00 | 0.00 |
THE CIGNA GROUP COMSOLE | COM | 3.82K | SH | $1.1K 1.68% | 3.82K | 0.00 | 0.00 |
SHERWIN WILLIAMS CO COMSOLE | COM | 3.02K | SH | $1.0K 1.65% | 3.02K | 0.00 | 0.00 |
NEXSTAR MEDIA GROUP INC COMMON STOCKSOLE | COM | 5.65K | SH | $1.0K 1.61% | 5.65K | 0.00 | 0.00 |
PRICE T ROWE GROUP INC COMSOLE | COM | 7.78K | SH | $885.00 1.41% | 7.78K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 1.60K | SH | $803.00 1.28% | 1.60K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 3.15K | SH | $794.00 1.26% | 3.15K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 1.34K | SH | $755.00 1.20% | 1.34K | 0.00 | 0.00 |
FIVE BELOW INC COMSOLE | COM | 4.09K | SH | $736.00 1.17% | 4.09K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INC COMSOLE | COM | 1.47K | SH | $730.00 1.16% | 1.47K | 0.00 | 0.00 |
ESSENT GROUP LTD COMSOLE | COM | 11.08K | SH | $712.00 1.13% | 11.08K | 0.00 | 0.00 |
CULLEN FROST BANKERS INC COMSOLE | COM | 4.29K | SH | $663.00 1.06% | 4.29K | 0.00 | 0.00 |