PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
16.6%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 8.08M
Full voting authority
8.08M
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 368.25K | SH | $105.64M 6.11% | 368.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 259.33K | SH | $96.00M 5.55% | 259.33K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 177.59K | SH | $85.10M 4.92% | 177.59K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 341.92K | SH | $74.89M 4.33% | 341.92K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 148.55K | SH | $74.22M 4.29% | 148.55K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 289.61K | SH | $60.53M 3.50% | 289.61K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 114.77K | SH | $56.41M 3.26% | 114.77K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 365.12K | SH | $54.89M 3.18% | 365.12K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 262.50K | SH | $54.31M 3.14% | 262.50K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 252.87K | SH | $52.62M 3.04% | 252.87K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 91.08K | SH | $45.15M 2.61% | 91.08K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 175.19K | SH | $41.39M 2.40% | 175.19K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 118.88K | SH | $40.18M 2.32% | 118.87K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 71.61K | SH | $39.31M 2.27% | 71.61K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 113.67K | SH | $38.85M 2.25% | 113.67K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 27.35K | SH | $36.12M 2.09% | 27.35K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 165.04K | SH | $34.37M 1.99% | 165.04K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 106.11K | SH | $32.98M 1.91% | 106.11K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 111.29K | SH | $30.45M 1.76% | 111.29K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 166.19K | SH | $26.13M 1.51% | 166.19K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 103.37K | SH | $25.27M 1.46% | 103.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 91.12K | SH | $23.13M 1.34% | 91.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 131.92K | SH | $23.01M 1.33% | 131.92K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 116.81K | SH | $22.68M 1.31% | 116.81K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 82.09K | SH | $19.15M 1.11% | 82.09K | 0.00 | 0.00 |