WHIPPANY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 233.48M
Full voting authority
231.04M
shares
Joint voting authority
0.00
shares
No voting authority
2.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPDFND | COM | 6.44M | SH | $1.29B 5.84% | 6.44M | 0.00 | 0.00 |
APPLE INCDFND | COM | 3.66M | SH | $1.06B 4.80% | 3.66M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 1.85M | SH | $688.37M 3.12% | 1.85M | 0.00 | 0.00 |
ALPHABET INC CLASS ADFND | CAP STK CL A | 1.57M | SH | $560.98M 2.54% | 1.57M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 2.27M | SH | $541.01M 2.45% | 2.27M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 1.26M | SH | $477.69M 2.16% | 1.26M | 0.00 | 0.00 |
ALPHABET INC CLASS CDFND | CAP STK CL C | 1.27M | SH | $448.21M 2.03% | 1.27M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 302.27K | SH | $348.91M 1.58% | 302.27K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ADFND | CL A | 573.08K | SH | $322.81M 1.46% | 573.08K | 0.00 | 0.00 |
TESLA INCDFND | COM | 760.55K | SH | $319.89M 1.45% | 760.55K | 0.00 | 0.00 |
ELI LILLYDFND | COM | 212.46K | SH | $254.83M 1.15% | 212.46K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 436.87K | SH | $253.78M 1.15% | 436.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CLASS BDFND | CL B NEW | 419.90K | SH | $210.11M 0.95% | 419.90K | 0.00 | 0.00 |
JPMORGAN CHASEDFND | COM | 612.92K | SH | $200.63M 0.91% | 612.92K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND INDEX FUNDFND | SHORT TRM BOND | 2.46M | SH | $191.62M 0.87% | 2.46M | 0.00 | 0.00 |
APPLIED MATERIAL INCDFND | COM | 212.69K | SH | $153.77M 0.70% | 212.69K | 0.00 | 0.00 |
VISA INC CLASS ADFND | COM CL A | 444.42K | SH | $152.48M 0.69% | 444.42K | 0.00 | 0.00 |
INTEL CORPORATION CORPDFND | COM | 1.08M | SH | $150.15M 0.68% | 1.08M | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 335.18K | SH | $145.24M 0.66% | 335.18K | 0.00 | 0.00 |
STATE STREET SPDR S&P ETF TRUSTDFND | TR UNIT | 189.78K | SH | $141.72M 0.64% | 189.78K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 550.76K | SH | $139.88M 0.63% | 550.76K | 0.00 | 0.00 |
CATERPILLAR INCDFND | COM | 123.11K | SH | $131.10M 0.59% | 123.11K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 948.55K | SH | $129.69M 0.59% | 948.55K | 0.00 | 0.00 |
WALMART INCDFND | COM | 1.02M | SH | $115.28M 0.52% | 1.02M | 0.00 | 0.00 |
MASTERCARD INC CLASS ADFND | CL A | 216.34K | SH | $111.11M 0.50% | 216.34K | 0.00 | 0.00 |