PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
43.7%
Top 10 weight
96.2%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Full voting authority
2.20M
shares
Joint voting authority
0.00
shares
No voting authority
1.64M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MasTec IncSOLE | COM | 144.69K | SH | $46.55M 18.10% | 69.28K | 0.00 | 75.41K |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 398.43K | SH | $36.07M 14.03% | 163.95K | 0.00 | 234.48K |
Microsoft CorpSOLE | COM | 80.14K | SH | $29.66M 11.54% | 30.44K | 0.00 | 49.69K |
Broadcom IncSOLE | COM | 87.61K | SH | $27.12M 10.54% | 38.92K | 0.00 | 48.68K |
Union Pacific CorpSOLE | COM | 101.74K | SH | $24.68M 9.60% | 50.87K | 0.00 | 50.87K |
CRH PLCSOLE | ORD | 183.21K | SH | $19.26M 7.49% | 84.81K | 0.00 | 98.41K |
Vanguard Mid-Cap ETFSOLE | MID CAP ETF | 59.73K | SH | $17.15M 6.67% | 0.00 | 0.00 | 59.73K |
Vanguard Small-Cap Value ETFSOLE | SM CP VAL ETF | 78.41K | SH | $17.03M 6.62% | 0.00 | 0.00 | 78.41K |
Rocket Cos IncSOLE | COM CL A | 1.09M | SH | $15.47M 6.02% | 651.33K | 0.00 | 434.22K |
Zillow Group IncSOLE | CL C CAP STK | 348.30K | SH | $14.41M 5.60% | 261.23K | 0.00 | 87.08K |
Legalzoom.com IncSOLE | COM | 917.32K | SH | $5.20M 2.02% | 550.39K | 0.00 | 366.93K |
State Street SPDR S&P 500 ETFSOLE | TR UNIT | 4.41K | SH | $2.87M 1.12% | 0.00 | 0.00 | 4.41K |
Epsilon Energy LtdSOLE | COM | 146.60K | SH | $903.0K 0.35% | 98.60K | 0.00 | 48K |
Nautilus Biotechnology IncSOLE | COM | 200K | SH | $776.0K 0.30% | 200K | 0.00 | 0.00 |