GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
16.3%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 3.56M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 115.27K | SH | $29.25M 5.87% | 0.00 | 0.00 | 115.27K |
NVIDIA CORPORATIONSOLE | COM | 154.76K | SH | $26.99M 5.42% | 0.00 | 0.00 | 154.76K |
MICROSOFT CORPSOLE | COM | 66.94K | SH | $24.78M 4.98% | 0.00 | 0.00 | 66.94K |
APPLIED MATLS INCSOLE | COM | 61.01K | SH | $20.85M 4.19% | 0.00 | 0.00 | 61.01K |
AMAZON COM INCSOLE | COM | 74.72K | SH | $15.56M 3.13% | 0.00 | 0.00 | 74.72K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 24.05K | SH | $13.88M 2.79% | 0.00 | 0.00 | 24.05K |
ALPHABET INCSOLE | CAP STK CL A | 45.44K | SH | $13.07M 2.62% | 0.00 | 0.00 | 45.44K |
BROADCOM INCSOLE | COM | 40.07K | SH | $12.40M 2.49% | 0.00 | 0.00 | 40.07K |
CATERPILLAR INCSOLE | COM | 15.56K | SH | $11.02M 2.21% | 0.00 | 0.00 | 15.56K |
JPMORGAN CHASE & COSOLE | COM | 27.35K | SH | $8.05M 1.62% | 0.00 | 0.00 | 27.35K |
EXXON MOBIL CORPSOLE | COM | 45.82K | SH | $7.77M 1.56% | 0.00 | 0.00 | 45.82K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 31.19K | SH | $7.56M 1.52% | 0.00 | 0.00 | 31.19K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.99K | SH | $6.97M 1.40% | 0.00 | 0.00 | 6.99K |
ORACLE CORPSOLE | COM | 45.01K | SH | $6.62M 1.33% | 0.00 | 0.00 | 45.01K |
CISCO SYS INCSOLE | COM | 76.73K | SH | $5.95M 1.20% | 0.00 | 0.00 | 76.73K |
CIRRUS LOGIC INCSOLE | COM | 40.18K | SH | $5.81M 1.17% | 0.00 | 0.00 | 40.18K |
CORNING INCSOLE | COM | 42.06K | SH | $5.72M 1.15% | 0.00 | 0.00 | 42.06K |
ALPHABET INCSOLE | CAP STK CL C | 19.64K | SH | $5.63M 1.13% | 0.00 | 0.00 | 19.64K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.96K | SH | $5.23M 1.05% | 0.00 | 0.00 | 39.96K |
WALMART INCSOLE | COM | 40.98K | SH | $5.09M 1.02% | 0.00 | 0.00 | 40.98K |
ABBVIE INCSOLE | COM | 23.15K | SH | $5.04M 1.01% | 0.00 | 0.00 | 23.15K |
HOME DEPOT INCSOLE | COM | 15.02K | SH | $4.94M 0.99% | 0.00 | 0.00 | 15.02K |
CHEVRON CORPORATIONSOLE | COM | 23.79K | SH | $4.92M 0.99% | 0.00 | 0.00 | 23.79K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 14.83K | SH | $4.48M 0.90% | 0.00 | 0.00 | 14.83K |
IRON MTN INC DELSOLE | COM | 40.34K | SH | $4.12M 0.83% | 0.00 | 0.00 | 40.34K |