WESTERVILLE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 791.51K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
791.51K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 29.82K | SH | $8.57M 5.41% | 0.00 | 0.00 | 29.82K |
APPLE INCSOLE | COM | 32.80K | SH | $8.32M 5.25% | 0.00 | 0.00 | 32.80K |
NVIDIA CORPORATIONSOLE | COM | 44.72K | SH | $7.80M 4.92% | 0.00 | 0.00 | 44.72K |
BROADCOM INCSOLE | COM | 24.64K | SH | $7.63M 4.81% | 0.00 | 0.00 | 24.64K |
JPMORGAN CHASE & COSOLE | COM | 25.80K | SH | $7.59M 4.79% | 0.00 | 0.00 | 25.80K |
MICROSOFT CORPSOLE | COM | 20.16K | SH | $7.46M 4.71% | 0.00 | 0.00 | 20.16K |
AMAZON COM INCSOLE | COM | 35.25K | SH | $7.34M 4.63% | 0.00 | 0.00 | 35.25K |
NETFLIX INC.SOLE | COM | 73.12K | SH | $7.03M 4.43% | 0.00 | 0.00 | 73.12K |
CATERPILLAR INCSOLE | COM | 9.55K | SH | $6.77M 4.27% | 0.00 | 0.00 | 9.55K |
META PLATFORMS INCSOLE | CL A | 11.60K | SH | $6.64M 4.19% | 0.00 | 0.00 | 11.60K |
VISA INCSOLE | COM CL A | 19.13K | SH | $5.78M 3.65% | 0.00 | 0.00 | 19.13K |
WASTE MGMT INC DELSOLE | COM | 23.82K | SH | $5.47M 3.45% | 0.00 | 0.00 | 23.82K |
AFLAC INCSOLE | COM | 49.13K | SH | $5.39M 3.40% | 0.00 | 0.00 | 49.13K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 13.53K | SH | $5.28M 3.33% | 0.00 | 0.00 | 13.53K |
MICRON TECHNOLOGY INCSOLE | COM | 15.11K | SH | $5.10M 3.22% | 0.00 | 0.00 | 15.11K |
CHEVRON CORPORATIONSOLE | COM | 24.04K | SH | $4.97M 3.14% | 0.00 | 0.00 | 24.04K |
ABBVIE INCSOLE | COM | 21.93K | SH | $4.77M 3.01% | 0.00 | 0.00 | 21.93K |
INTEL CORPSOLE | COM | 105.01K | SH | $4.63M 2.92% | 0.00 | 0.00 | 105.01K |
TESLA INCSOLE | COM | 12.45K | SH | $4.63M 2.92% | 0.00 | 0.00 | 12.45K |
SALESFORCE INCSOLE | COM | 22.94K | SH | $4.28M 2.70% | 0.00 | 0.00 | 22.94K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.25K | SH | $4.23M 2.67% | 0.00 | 0.00 | 4.25K |
RESMED INCSOLE | COM | 18.29K | SH | $4.11M 2.59% | 0.00 | 0.00 | 18.29K |
MCDONALDS CORPSOLE | COM | 13.16K | SH | $4.09M 2.58% | 0.00 | 0.00 | 13.16K |
ABBOTT LABORATORIESSOLE | COM | 33.69K | SH | $3.46M 2.18% | 0.00 | 0.00 | 33.69K |
PROCTER & GAMBLE COSOLE | COM | 23.56K | SH | $3.40M 2.15% | 0.00 | 0.00 | 23.56K |