BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.4%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 9.09M
Full voting authority
9.09M
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 | 400.81K | SH | $115.26M 6.47% | 400.81K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 642.57K | SH | $112.06M 6.29% | 642.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 323.28K | SH | $100.06M 5.62% | 323.28K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 83.42K | SH | $76.73M 4.31% | 83.42K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 173.12K | SH | $74.49M 4.18% | 173.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 195.34K | SH | $72.31M 4.06% | 195.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 278.56K | SH | $70.70M 3.97% | 278.56K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 201.47K | SH | $59.26M 3.33% | 201.47K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 245.07K | SH | $51.04M 2.86% | 245.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 100.30K | SH | $48.06M 2.70% | 100.30K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 50.58K | SH | $44.15M 2.48% | 50.58K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 188.21K | SH | $43.25M 2.43% | 188.21K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 249.37K | SH | $41.04M 2.30% | 249.37K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 79.83K | SH | $39.89M 2.24% | 79.83K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 176.29K | SH | $38.34M 2.15% | 176.29K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 71.64K | SH | $35.51M 1.99% | 71.64K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 126.56K | SH | $30.94M 1.74% | 126.56K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 299.22K | SH | $28.77M 1.61% | 299.22K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 85.77K | SH | $28.18M 1.58% | 85.77K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 227.37K | SH | $26.15M 1.47% | 227.37K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 57.64K | SH | $25.74M 1.44% | 57.64K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 121.80K | SH | $25.20M 1.41% | 121.80K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 64.79K | SH | $23.17M 1.30% | 64.79K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 67.96K | SH | $22.35M 1.25% | 67.96K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 206.63K | SH | $21.21M 1.19% | 206.63K | 0.00 | 0.00 |