BEVERLY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
14.1%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Full voting authority
2.46M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 83.06K | SH | $24.03M 5.07% | 83.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 62.37K | SH | $23.26M 4.91% | 62.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 54.74K | SH | $19.56M 4.13% | 54.74K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 15.63K | SH | $16.64M 3.51% | 15.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 36.95K | SH | $15.75M 3.33% | 36.95K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 43.33K | SH | $14.18M 2.99% | 43.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 69.28K | SH | $13.86M 2.93% | 69.28K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 13.81K | SH | $12.92M 2.73% | 13.81K | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | Stock | 89.93K | SH | $12.30M 2.60% | 89.93K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 33.77K | SH | $11.52M 2.43% | 33.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.35K | SH | $11.29M 2.38% | 47.35K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 5.55K | SH | $11.04M 2.33% | 5.55K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 34.06K | SH | $10.15M 2.14% | 34.06K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 37.29K | SH | $9.47M 2.00% | 37.29K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 25.61K | SH | $8.79M 1.86% | 25.61K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 39.01K | SH | $8.52M 1.80% | 39.01K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.73K | SH | $8.07M 1.70% | 6.73K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 49.54K | SH | $7.51M 1.58% | 49.54K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 16.39K | SH | $6.83M 1.44% | 16.39K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 11.97K | SH | $6.21M 1.31% | 11.97K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 46.91K | SH | $6.03M 1.27% | 46.91K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 13.42K | SH | $5.87M 1.24% | 13.42K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 35.42K | SH | $5.87M 1.24% | 35.42K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 38.88K | SH | $5.70M 1.20% | 38.88K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 15.23K | SH | $5.52M 1.16% | 15.23K | 0.00 | 0.00 |