Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 362.25M
Full voting authority
362.25M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 18.14M | SH | $3.16B 6.55% | 18.14M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.76M | SH | $2.73B 5.66% | 10.76M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.02M | SH | $2.62B 5.43% | 4.02M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.19M | SH | $1.92B 3.98% | 5.19M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.30M | SH | $1.52B 3.15% | 7.30M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.24M | SH | $1.22B 2.53% | 4.24M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.66M | SH | $1.05B 2.17% | 3.66M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 3.30M | SH | $1.02B 2.11% | 3.30M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.61M | SH | $922.33M 1.91% | 1.61M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.10M | SH | $779.58M 1.62% | 2.10M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 711.35K | SH | $654.28M 1.36% | 711.35K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.76M | SH | $516.84M 1.07% | 1.76M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.04M | SH | $499.20M 1.03% | 1.04M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.92M | SH | $495.70M 1.03% | 2.92M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.98M | SH | $483.47M 1.00% | 1.98M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 3.51M | SH | $435.85M 0.90% | 3.51M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 3.64M | SH | $350.02M 0.73% | 3.64M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.14M | SH | $344.60M 0.71% | 1.14M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 331.12K | SH | $329.94M 0.68% | 331.12K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 850.91K | SH | $287.47M 0.60% | 850.91K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 1.34M | SH | $276.90M 0.57% | 1.34M | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 3.48M | SH | $276.87M 0.57% | 3.48M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.27M | SH | $275.60M 0.57% | 1.27M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 542K | SH | $270.81M 0.56% | 542K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 374.66K | SH | $265.43M 0.55% | 374.66K | 0.00 | 0.00 |