COATESVILLE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
62.3%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 3.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.34M | SH | $232.86M 33.58% | 0.00 | 0.00 | 1.34M |
AMAZON COM INCSOLE | COM | 605.75K | SH | $126.16M 18.20% | 0.00 | 0.00 | 605.75K |
META PLATFORMS INCSOLE | CL A | 127.69K | SH | $73.05M 10.54% | 0.00 | 0.00 | 127.69K |
MICROSOFT CORPSOLE | COM | 111.91K | SH | $41.43M 5.97% | 0.00 | 0.00 | 111.91K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 160.02K | SH | $23.41M 3.38% | 0.00 | 0.00 | 160.02K |
APPLE INCSOLE | COM | 75.35K | SH | $19.12M 2.76% | 0.00 | 0.00 | 75.35K |
BROADCOM INCSOLE | COM | 55.58K | SH | $17.20M 2.48% | 0.00 | 0.00 | 55.58K |
WELLS FARGO & COSOLE | COM | 136.92K | SH | $10.90M 1.57% | 0.00 | 0.00 | 136.92K |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.21K | SH | $10.33M 1.49% | 0.00 | 0.00 | 12.21K |
GE AEROSPACESOLE | COM NEW | 34.53K | SH | $9.80M 1.41% | 0.00 | 0.00 | 34.53K |
ALPHABET INCSOLE | CAP STK CL A | 33.58K | SH | $9.66M 1.39% | 0.00 | 0.00 | 33.58K |
JPMORGAN CHASE & COSOLE | COM | 29.70K | SH | $8.74M 1.26% | 0.00 | 0.00 | 29.70K |
NVIDIA CORPORATIONSOLE | CALL | 48K | PRN | $8.37M 1.21% | 0.00 | 0.00 | 48K |
GE VERNOVA INCSOLE | COM | 9.39K | SH | $8.20M 1.18% | 0.00 | 0.00 | 9.39K |
MORGAN STANLEYSOLE | COM NEW | 47.03K | SH | $7.74M 1.12% | 0.00 | 0.00 | 47.03K |
BANK AMERICA CORPSOLE | COM | 127.67K | SH | $6.22M 0.90% | 0.00 | 0.00 | 127.67K |
WALMART INCSOLE | COM | 45.74K | SH | $5.68M 0.82% | 0.00 | 0.00 | 45.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.93K | SH | $3.80M 0.55% | 0.00 | 0.00 | 7.93K |
AMAZON COM INCSOLE | CALL | 18K | PRN | $3.75M 0.54% | 0.00 | 0.00 | 18K |
PALANTIR TECHNOLOGIES INCSOLE | CALL | 24K | PRN | $3.51M 0.51% | 0.00 | 0.00 | 24K |
UBER TECHNOLOGIES INCSOLE | COM | 46.34K | SH | $3.33M 0.48% | 0.00 | 0.00 | 46.34K |
GRANITESHARES ETF TRSOLE | 2X LONG NVDA DAI | 44.23K | SH | $3.21M 0.46% | 0.00 | 0.00 | 44.23K |
ISHARES SILVER TRSOLE | ISHARES | 46.18K | SH | $3.15M 0.45% | 0.00 | 0.00 | 46.18K |
COMMERCIAL METALS COSOLE | COM | 40.38K | SH | $2.48M 0.36% | 0.00 | 0.00 | 40.38K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.20K | SH | $2.23M 0.32% | 0.00 | 0.00 | 9.20K |