CHEVY CHASE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
39.4%
Top 10 weight
83.3%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Full voting authority
1.62M
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 |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 88.19K | SH | $57.35M 13.79% | 88.19K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 322.11K | SH | $56.18M 13.51% | 322.11K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 198.75K | SH | $50.44M 12.13% | 198.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 143.66K | SH | $41.31M 9.94% | 143.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102.31K | SH | $37.87M 9.11% | 102.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 132.87K | SH | $27.67M 6.66% | 132.87K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 66.77K | SH | $22.57M 5.43% | 66.77K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 65.03K | SH | $20.13M 4.84% | 65.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30.79K | SH | $17.61M 4.24% | 30.79K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 41.18K | SH | $15.31M 3.68% | 41.18K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 5.41K | SH | $7.14M 1.72% | 5.41K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 58.67K | SH | $5.64M 1.36% | 58.67K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 15.70K | SH | $5.31M 1.28% | 15.70K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.62K | SH | $4.60M 1.11% | 22.62K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 30.76K | SH | $4.50M 1.08% | 30.76K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 50.33K | SH | $3.90M 0.94% | 50.33K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 10.98K | SH | $3.75M 0.90% | 10.98K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 17.40K | SH | $3.72M 0.89% | 17.40K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 23.85K | SH | $3.51M 0.84% | 23.85K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 13.02K | SH | $3.16M 0.76% | 13.02K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 1.82K | SH | $2.69M 0.65% | 1.82K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 14.87K | SH | $2.55M 0.61% | 14.87K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 57.14K | SH | $2.52M 0.61% | 57.14K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 12.64K | SH | $2.45M 0.59% | 12.64K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 24.66K | SH | $2.38M 0.57% | 24.66K | 0.00 | 0.00 |