PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
17.9%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 7.82M
Full voting authority
7.82M
shares
Joint voting authority
0.00
shares
No voting authority
196.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 258.06K | SH | $132.36M 6.93% | 258.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 353.71K | SH | $120.52M 6.31% | 353.71K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 179.16K | SH | $89.21M 4.67% | 179.16K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 148.63K | SH | $81.97M 4.29% | 148.63K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 113.47K | SH | $76.60M 4.01% | 113.47K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 346.67K | SH | $72.76M 3.81% | 346.67K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 295.74K | SH | $62.43M 3.27% | 295.74K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 251K | SH | $55.79M 2.92% | 251K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 117.28K | SH | $53.50M 2.80% | 117.27K | 0.00 | 12.00 |
CHEVRON CORPORATIONSOLE | COM | 259.36K | SH | $52.96M 2.77% | 259.36K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 364.07K | SH | $50.37M 2.64% | 364.07K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 25K | SH | $45.29M 2.37% | 25K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 69.34K | SH | $44.55M 2.33% | 69.34K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 84.48K | SH | $43.20M 2.26% | 84.48K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 90.83K | SH | $43.11M 2.26% | 90.83K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 163.53K | SH | $40.74M 2.13% | 163.53K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 107.22K | SH | $38.55M 2.02% | 107.22K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 181.15K | SH | $33.38M 1.75% | 181.15K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 114.97K | SH | $32.20M 1.69% | 114.97K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 134.95K | SH | $30.82M 1.61% | 134.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 91.05K | SH | $30.32M 1.59% | 91.05K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 74.85K | SH | $29.74M 1.56% | 74.85K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 154.19K | SH | $27.60M 1.45% | 154.19K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 115.08K | SH | $26.58M 1.39% | 115.08K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 99.50K | SH | $26.34M 1.38% | 99.50K | 0.00 | 0.00 |