WEST DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
11.6%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Full voting authority
2.16M
shares
Joint voting authority
0.00
shares
No voting authority
115.21K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GE VERNOVA INCSOLE | COM | 11.29K | SH | $13.26M 4.10% | 10.85K | 0.00 | 439.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 14.70K | SH | $12.34M 3.81% | 13.77K | 0.00 | 928.00 |
NVIDIA CORPORATIONSOLE | COM | 58.99K | SH | $11.80M 3.65% | 57.11K | 0.00 | 1.88K |
CATERPILLAR INCSOLE | COM | 7.68K | SH | $8.18M 2.53% | 7.47K | 0.00 | 206.00 |
BROADCOM INCSOLE | COM | 20.42K | SH | $7.71M 2.38% | 19.75K | 0.00 | 670.00 |
MICRON TECHNOLOGY INCSOLE | COM | 6.43K | SH | $7.43M 2.29% | 6.04K | 0.00 | 393.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 60.44K | SH | $7.05M 2.18% | 56.21K | 0.00 | 4.23K |
ARISTA NETWORKS INCSOLE | COM SHS | 39.57K | SH | $6.72M 2.08% | 38.83K | 0.00 | 745.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 20.07K | SH | $6.72M 2.08% | 18.66K | 0.00 | 1.40K |
CELESTICA INCSOLE | COM | 17.68K | SH | $6.45M 1.99% | 17.19K | 0.00 | 484.00 |
WEST BANCORPORATION INCSOLE | CAP STK | 225.58K | SH | $5.98M 1.85% | 225.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 11.70K | SH | $5.59M 1.73% | 11.09K | 0.00 | 604.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 19.33K | SH | $5.34M 1.65% | 18.29K | 0.00 | 1.04K |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.16K | SH | $5.32M 1.64% | 8.44K | 0.00 | 719.00 |
ELI LILLY & COSOLE | COM | 3.98K | SH | $4.77M 1.47% | 3.87K | 0.00 | 112.00 |
AMAZON COM INCSOLE | COM | 18.99K | SH | $4.53M 1.40% | 18.40K | 0.00 | 592.00 |
WALMART INCSOLE | COM | 38.73K | SH | $4.39M 1.35% | 36.35K | 0.00 | 2.38K |
EATON CORP PLCSOLE | SHS | 10.18K | SH | $4.34M 1.34% | 9.97K | 0.00 | 207.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.13K | SH | $4.23M 1.31% | 2.03K | 0.00 | 96.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 15.03K | SH | $4.09M 1.26% | 13.87K | 0.00 | 1.16K |
PALO ALTO NETWORKS INCSOLE | COM | 11.24K | SH | $3.83M 1.18% | 11.24K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 5.93K | SH | $3.79M 1.17% | 5.50K | 0.00 | 426.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.56K | SH | $3.78M 1.17% | 7.27K | 0.00 | 290.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.70K | SH | $3.78M 1.17% | 10.12K | 0.00 | 578.00 |
JOHNSON CONTROLS INTERNATIONSOLE | SHS | 23.38K | SH | $3.42M 1.06% | 22.24K | 0.00 | 1.14K |