PALM BEACH GARDENS, FL
Allocation by class
Portfolio Concentration
Top 3 weight
22.8%
Top 10 weight
58.1%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Full voting authority
2.66M
shares
Joint voting authority
0.00
shares
No voting authority
95.20K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NOVARTIS AGSOLE | SPONSORED ADR | 157.18K | SH | $24.63M 8.22% | 149.51K | 0.00 | 7.67K |
ASTRAZENECA PLCSOLE | ORD | 126.56K | SH | $24.00M 8.01% | 120.47K | 0.00 | 6.09K |
APPLE INCSOLE | COM | 67.51K | SH | $19.54M 6.52% | 67.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 50.68K | SH | $18.11M 6.05% | 50.68K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 869.29K | SH | $17.44M 5.82% | 823.78K | 0.00 | 45.51K |
TOYOTA MOTOR CORPSOLE | ADS | 98.86K | SH | $16.65M 5.56% | 94.04K | 0.00 | 4.82K |
DEUTSCHE BK AGSOLE | NAMEN AKT | 461.29K | SH | $15.57M 5.20% | 438.88K | 0.00 | 22.41K |
MASTERCARD INCORPORATEDSOLE | CL A | 29.65K | SH | $15.23M 5.08% | 29.65K | 0.00 | 0.00 |
STANTEC INCSOLE | COM | 178.43K | SH | $12.30M 4.10% | 169.71K | 0.00 | 8.71K |
AMERICAN EXPRESS COSOLE | COM | 31.17K | SH | $10.54M 3.52% | 31.17K | 0.00 | 0.00 |
WABTECSOLE | COM | 39.05K | SH | $10.53M 3.51% | 39.05K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 53.13K | SH | $9.47M 3.16% | 53.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.83K | SH | $9.42M 3.15% | 18.83K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 28.86K | SH | $8.39M 2.80% | 28.86K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 33.70K | SH | $8.15M 2.72% | 33.70K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 31.86K | SH | $7.73M 2.58% | 31.86K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 14.25K | SH | $7.15M 2.39% | 14.25K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 25.40K | SH | $7.14M 2.38% | 25.40K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 26.18K | SH | $6.26M 2.09% | 26.18K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 1.86K | SH | $5.95M 1.99% | 1.86K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 46.28K | SH | $5.95M 1.99% | 46.28K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 17.78K | SH | $5.60M 1.87% | 17.78K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 76.33K | SH | $4.68M 1.56% | 76.33K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 40.83K | SH | $3.81M 1.27% | 40.83K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 11.26K | SH | $3.81M 1.27% | 11.26K | 0.00 | 0.00 |