TIBURON, CA
Allocation by class
Portfolio Concentration
Top 3 weight
31.8%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 907.55K
Full voting authority
907.55K
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 78.92K | SH | $20.03M 15.81% | 78.92K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 63.82K | SH | $11.13M 8.79% | 63.82K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 79.43K | SH | $9.13M 7.21% | 79.43K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 16.66K | SH | $5.86M 4.63% | 16.66K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.89K | SH | $4.87M 3.84% | 4.89K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 35.60K | SH | $4.42M 3.49% | 35.60K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 20.14K | SH | $4.17M 3.29% | 20.14K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.83K | SH | $4.11M 3.25% | 16.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.84K | SH | $3.66M 2.89% | 9.84K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.80K | SH | $3.40M 2.68% | 4.80K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.16K | SH | $3.17M 2.50% | 11.16K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 39.64K | SH | $3.10M 2.44% | 39.64K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.18K | SH | $3.08M 2.43% | 14.18K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 54.78K | SH | $2.67M 2.11% | 54.78K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 2.66K | SH | $2.32M 1.83% | 2.66K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.85K | SH | $2.18M 1.72% | 12.85K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.95K | SH | $2.05M 1.61% | 6.95K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 49.28K | SH | $2.02M 1.60% | 49.28K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.20K | SH | $1.92M 1.51% | 9.20K | 0.00 | 0.00 |
BOEING COSOLE | COM | 9.20K | SH | $1.83M 1.45% | 9.20K | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 8.94K | SH | $1.82M 1.43% | 8.94K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 6.19K | SH | $1.61M 1.27% | 6.19K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 10.38K | SH | $1.50M 1.18% | 10.38K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 14.58K | SH | $1.46M 1.15% | 14.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.89K | SH | $1.38M 1.09% | 2.89K | 0.00 | 0.00 |