YARDLEY, PA
Allocation by class
Portfolio Concentration
Top 3 weight
41.8%
Top 10 weight
63.6%
Voting Authority Distribution
Total shares with voting rights: 1.47M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.47M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 538.70K | SH | $93.95M 31.51% | 0.00 | 0.00 | 538.70K |
ALPHABET INCSOLE | CAP STK CL A | 71.25K | SH | $20.49M 6.87% | 0.00 | 0.00 | 71.25K |
META PLATFORMS INCSOLE | CL A | 17.63K | SH | $10.08M 3.38% | 0.00 | 0.00 | 17.63K |
APPLE INCSOLE | COM | 39.70K | SH | $10.08M 3.38% | 0.00 | 0.00 | 39.70K |
CUMMINS INCSOLE | COM | 18.55K | SH | $9.98M 3.35% | 0.00 | 0.00 | 18.55K |
ABBVIE INCSOLE | COM | 45.35K | SH | $9.86M 3.31% | 0.00 | 0.00 | 45.35K |
MICROSOFT CORPSOLE | COM | 25.43K | SH | $9.41M 3.16% | 0.00 | 0.00 | 25.43K |
GOLDMAN SACHS GROUP INCSOLE | COM | 11.04K | SH | $9.34M 3.13% | 0.00 | 0.00 | 11.04K |
AMAZON.COM INCSOLE | COM | 42.65K | SH | $8.88M 2.98% | 0.00 | 0.00 | 42.65K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 19.68K | SH | $7.68M 2.58% | 0.00 | 0.00 | 19.68K |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.52K | SH | $7.23M 2.42% | 0.00 | 0.00 | 35.52K |
FEDEX CORPSOLE | COM | 16.60K | SH | $5.91M 1.98% | 0.00 | 0.00 | 16.60K |
BROADCOM INCSOLE | COM | 18.55K | SH | $5.74M 1.93% | 0.00 | 0.00 | 18.55K |
PALO ALTO NETWORKS INCSOLE | COM | 35K | SH | $5.61M 1.88% | 0.00 | 0.00 | 35K |
CHEVRON CORP NEWSOLE | COM | 27.10K | SH | $5.61M 1.88% | 0.00 | 0.00 | 27.10K |
EATON CORP PLCSOLE | SHS | 13.62K | SH | $4.87M 1.63% | 0.00 | 0.00 | 13.62K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.57K | SH | $4.78M 1.60% | 0.00 | 0.00 | 9.57K |
VANGUARD INDEX FDSSOLE | SMALL CAP ETF | 18.15K | SH | $4.75M 1.59% | 0.00 | 0.00 | 18.15K |
UNITEDHEALTH GROUP INCSOLE | COM | 16.65K | SH | $4.51M 1.51% | 0.00 | 0.00 | 16.65K |
SERVICENOW INCSOLE | COM | 41.67K | SH | $4.36M 1.46% | 0.00 | 0.00 | 41.67K |
TESLA INCSOLE | COM | 11.60K | SH | $4.31M 1.45% | 0.00 | 0.00 | 11.60K |
DISNEY WALT COSOLE | COM | 41.90K | SH | $4.04M 1.35% | 0.00 | 0.00 | 41.90K |
VISA INCSOLE | COM CL A | 13.15K | SH | $3.97M 1.33% | 0.00 | 0.00 | 13.15K |
NOVO-NORDISK A SSOLE | ADR | 108.05K | SH | $3.97M 1.33% | 0.00 | 0.00 | 108.05K |
COSTCO WHSL CORP NEWSOLE | COM | 3.85K | SH | $3.84M 1.29% | 0.00 | 0.00 | 3.85K |