NEW LONDON, NH
Allocation by class
Portfolio Concentration
Top 3 weight
13.6%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Full voting authority
1.40M
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 |
|---|---|---|---|---|---|---|---|
BROADCOM INC COMSOLE | Stock | 28.03K | SH | $10.59M 4.87% | 28.02K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 33.73K | SH | $9.76M 4.49% | 33.73K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 45.61K | SH | $9.13M 4.20% | 45.61K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 24.36K | SH | $8.71M 4.00% | 24.36K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 17.68K | SH | $6.59M 3.03% | 17.68K | 0.00 | 0.00 |
CORNING INC COMSOLE | Stock | 22.43K | SH | $5.73M 2.64% | 22.43K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 4.59K | SH | $5.51M 2.53% | 4.59K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INC COMSOLE | Stock | 17.62K | SH | $5.25M 2.41% | 17.62K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 8.59K | SH | $4.84M 2.22% | 8.59K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 41.23K | SH | $4.81M 2.21% | 41.23K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 18.98K | SH | $4.52M 2.08% | 18.98K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 7.51K | SH | $4.36M 2.01% | 7.51K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSSOLE | ADR | 9.14K | SH | $4.36M 2.01% | 9.14K | 0.00 | 0.00 |
CISCO SYS INC COMSOLE | Stock | 35.71K | SH | $4.19M 1.93% | 35.71K | 0.00 | 0.00 |
NETFLIX INC. COMSOLE | Stock | 57.95K | SH | $4.14M 1.90% | 57.95K | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | Stock | 3.57K | SH | $4.12M 1.89% | 3.57K | 0.00 | 0.00 |
AMPHENOL CORP CL ASOLE | Stock | 22.95K | SH | $4.05M 1.86% | 22.95K | 0.00 | 0.00 |
KLA CORP COM NEWSOLE | Stock | 13.36K | SH | $4.03M 1.85% | 13.36K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | Stock | 3.74K | SH | $3.99M 1.83% | 3.74K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 9.22K | SH | $3.98M 1.83% | 9.22K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 11.52K | SH | $3.77M 1.73% | 11.51K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 10.62K | SH | $3.75M 1.72% | 10.62K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 3.67K | SH | $3.43M 1.58% | 3.67K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 29.37K | SH | $3.33M 1.53% | 29.37K | 0.00 | 0.00 |
TOLL BROTHERS INC COMSOLE | Stock | 19.16K | SH | $3.16M 1.45% | 19.16K | 0.00 | 0.00 |