RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
14.0%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 9.66M
Full voting authority
9.65M
shares
Joint voting authority
0.00
shares
No voting authority
12.16K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 312.06K | SH | $79.20M 5.58% | 311.50K | 0.00 | 558.00 |
MICROSOFT CORPSOLE | COM | 201.58K | SH | $74.62M 5.26% | 201.47K | 0.00 | 115.00 |
ALPHABET INCSOLE | CAP STK CL A | 156.79K | SH | $45.09M 3.18% | 156.55K | 0.00 | 247.00 |
JPMORGAN CHASE & COSOLE | COM | 136.99K | SH | $40.30M 2.84% | 136.91K | 0.00 | 82.00 |
LOWES COS INCSOLE | COM | 168.45K | SH | $39.80M 2.80% | 168.26K | 0.00 | 190.00 |
JOHNSON & JOHNSONSOLE | COM | 148.76K | SH | $36.36M 2.56% | 148.63K | 0.00 | 125.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 71.79K | SH | $34.40M 2.42% | 71.73K | 0.00 | 56.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 52.38K | SH | $34.22M 2.41% | 52.38K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 170.51K | SH | $32.89M 2.32% | 170.18K | 0.00 | 340.00 |
ABBVIE INCSOLE | COM | 141.75K | SH | $30.83M 2.17% | 141.69K | 0.00 | 70.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 427.88K | SH | $27.42M 1.93% | 427.88K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 188.98K | SH | $27.30M 1.92% | 188.61K | 0.00 | 373.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 399.96K | SH | $27.01M 1.90% | 399.96K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 178.53K | SH | $26.26M 1.85% | 178.38K | 0.00 | 150.00 |
MCDONALDS CORPSOLE | COM | 80.79K | SH | $25.11M 1.77% | 80.75K | 0.00 | 39.00 |
EXXON MOBIL CORPSOLE | COM | 144.28K | SH | $24.48M 1.73% | 143.91K | 0.00 | 370.00 |
CISCO SYS INCSOLE | COM | 314.53K | SH | $24.40M 1.72% | 313.60K | 0.00 | 927.00 |
CHEVRON CORPORATIONSOLE | COM | 113.80K | SH | $23.55M 1.66% | 113.71K | 0.00 | 89.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 113.77K | SH | $23.12M 1.63% | 113.52K | 0.00 | 246.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 87.78K | SH | $22.85M 1.61% | 87.61K | 0.00 | 171.00 |
AMPHENOL CORPSOLE | CL A | 172.72K | SH | $21.82M 1.54% | 172.59K | 0.00 | 126.00 |
PARKER-HANNIFIN CORPSOLE | COM | 23.89K | SH | $21.39M 1.51% | 23.80K | 0.00 | 94.00 |
ECOLAB INCSOLE | COM | 74.66K | SH | $19.86M 1.40% | 74.59K | 0.00 | 64.00 |
PEPSICO INCSOLE | COM | 127.48K | SH | $19.80M 1.40% | 127.36K | 0.00 | 127.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 19.74K | SH | $19.67M 1.39% | 19.70K | 0.00 | 39.00 |