BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
19.1%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 5.08M
Full voting authority
5.08M
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 |
|---|---|---|---|---|---|---|---|
Alphabet Inc Cap Stock Cl ASOLE | COM | 207.75K | SH | $59.74M 6.81% | 207.75K | 0.00 | 0.00 |
Apple IncSOLE | COM | 224.07K | SH | $56.87M 6.49% | 224.07K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 245.34K | SH | $51.10M 5.83% | 245.34K | 0.00 | 0.00 |
Broadcom Inc ComSOLE | COM | 128.65K | SH | $39.82M 4.54% | 128.65K | 0.00 | 0.00 |
iShares Tr S&P 500 IndexSOLE | ETF - EQUITY | 48.46K | SH | $31.65M 3.61% | 48.46K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 24.52K | SH | $24.43M 2.79% | 24.52K | 0.00 | 0.00 |
VISA INC COM CLSOLE | COM | 70.69K | SH | $21.36M 2.44% | 70.69K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 57.14K | SH | $21.15M 2.41% | 57.14K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 71.61K | SH | $21.06M 2.40% | 71.61K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 115.83K | SH | $19.65M 2.24% | 115.83K | 0.00 | 0.00 |
O'Reilly Automotive IncSOLE | COM | 200.50K | SH | $18.51M 2.11% | 200.50K | 0.00 | 0.00 |
Abbvie IncSOLE | COM | 78.05K | SH | $16.97M 1.94% | 78.05K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 101.26K | SH | $16.23M 1.85% | 101.26K | 0.00 | 0.00 |
Nextera Energy IncSOLE | COM | 173.32K | SH | $16.10M 1.84% | 173.32K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 122.14K | SH | $14.69M 1.68% | 122.14K | 0.00 | 0.00 |
Ishares 7-10 Year Treasury BonSOLE | ETF | 136.45K | SH | $13.02M 1.49% | 136.45K | 0.00 | 0.00 |
Danaher CorpSOLE | COM | 68.41K | SH | $12.97M 1.48% | 68.41K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 73.74K | SH | $12.86M 1.47% | 73.74K | 0.00 | 0.00 |
Equinix IncSOLE | REUS | 12.36K | SH | $12.11M 1.38% | 12.36K | 0.00 | 0.00 |
Lilly Eli & CoSOLE | COM | 12.97K | SH | $11.93M 1.36% | 12.97K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 24.87K | SH | $11.92M 1.36% | 24.87K | 0.00 | 0.00 |
ServiceNow IncSOLE | COM | 109.66K | SH | $11.47M 1.31% | 109.66K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 60.22K | SH | $11.24M 1.28% | 60.22K | 0.00 | 0.00 |
Qualcomm IncSOLE | COM | 85.65K | SH | $11.03M 1.26% | 85.65K | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 25.78K | SH | $10.96M 1.25% | 25.78K | 0.00 | 0.00 |