WOBURN, MA
Allocation by class
Portfolio Concentration
Top 3 weight
17.3%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 14.92M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.03M | SH | $206.90M 6.73% | 0.00 | 0.00 | 1.03M |
APPLE INCSOLE | COM | 631.64K | SH | $182.77M 5.95% | 0.00 | 0.00 | 631.64K |
ELI LILLY & COSOLE | COM | 117.18K | SH | $140.54M 4.57% | 0.00 | 0.00 | 117.18K |
APPLIED MATLS INCSOLE | COM | 171.30K | SH | $123.85M 4.03% | 0.00 | 0.00 | 171.30K |
JPMORGAN CHASE & COSOLE | COM | 332.56K | SH | $108.86M 3.54% | 0.00 | 0.00 | 332.56K |
ALPHABET INCSOLE | CAP STK CL A | 280K | SH | $100.06M 3.26% | 0.00 | 0.00 | 280K |
ALPHABET INCSOLE | CAP STK CL C | 280.74K | SH | $99.19M 3.23% | 0.00 | 0.00 | 280.74K |
GE AEROSPACESOLE | COM NEW | 248K | SH | $92.69M 3.02% | 0.00 | 0.00 | 248K |
ISHARES INCSOLE | MSCI EQUAL WEITE | 772K | SH | $88.15M 2.87% | 0.00 | 0.00 | 772K |
PALO ALTO NETWORKS INCSOLE | COM | 237.62K | SH | $81.03M 2.64% | 0.00 | 0.00 | 237.62K |
AMAZON COM INCSOLE | COM | 325.63K | SH | $77.61M 2.53% | 0.00 | 0.00 | 325.63K |
GE VERNOVA INCSOLE | COM | 62K | SH | $72.84M 2.37% | 0.00 | 0.00 | 62K |
MARVELL TECHNOLOGY INCSOLE | COM | 238.38K | SH | $71.01M 2.31% | 0.00 | 0.00 | 238.38K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 582.05K | SH | $70.67M 2.30% | 0.00 | 0.00 | 582.05K |
MICROSOFT CORPSOLE | COM | 185.31K | SH | $69.13M 2.25% | 0.00 | 0.00 | 185.31K |
WALMART INCSOLE | COM | 587.38K | SH | $66.53M 2.16% | 0.00 | 0.00 | 587.38K |
META PLATFORMS INCSOLE | CL A | 115.40K | SH | $65.00M 2.12% | 0.00 | 0.00 | 115.40K |
BLACKROCK INCSOLE | COM | 66.02K | SH | $63.48M 2.07% | 0.00 | 0.00 | 66.02K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 73K | SH | $51.34M 1.67% | 0.00 | 0.00 | 73K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 592.81K | SH | $49.65M 1.62% | 0.00 | 0.00 | 592.81K |
EXXON MOBIL CORPSOLE | COM | 352.02K | SH | $48.13M 1.57% | 0.00 | 0.00 | 352.02K |
CATERPILLAR INCSOLE | COM | 43.98K | SH | $46.83M 1.52% | 0.00 | 0.00 | 43.98K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 759K | SH | $45.32M 1.47% | 0.00 | 0.00 | 759K |
UNION PAC CORPSOLE | COM | 165.67K | SH | $45.06M 1.47% | 0.00 | 0.00 | 165.67K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 198.91K | SH | $44.55M 1.45% | 0.00 | 0.00 | 198.91K |