RADNOR, PA
Allocation by class
Portfolio Concentration
Top 3 weight
13.2%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 4.82M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 81.12K | SH | $30.64M 4.70% | 0.00 | 0.00 | 81.12K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 86.95K | SH | $29.90M 4.58% | 0.00 | 0.00 | 86.95K |
MARVELL TECHNOLOGY INCSOLE | COM | 85.36K | SH | $25.43M 3.90% | 0.00 | 0.00 | 85.36K |
ISHARES TRSOLE | CORE S&P500 ETF | 25.55K | SH | $19.13M 2.93% | 0.00 | 0.00 | 25.55K |
MICROSOFT CORPSOLE | COM | 51.29K | SH | $19.13M 2.93% | 0.00 | 0.00 | 51.29K |
VERTIV HOLDINGS COSOLE | COM CL A | 57.12K | SH | $19.13M 2.93% | 0.00 | 0.00 | 57.12K |
EATON CORP PLCSOLE | SHS | 40.60K | SH | $17.30M 2.65% | 0.00 | 0.00 | 40.60K |
CUMMINS INCSOLE | COM | 19.99K | SH | $14.25M 2.19% | 0.00 | 0.00 | 19.99K |
CISCO SYS INCSOLE | COM | 120.50K | SH | $14.15M 2.17% | 0.00 | 0.00 | 120.50K |
ELI LILLY & COSOLE | COM | 11.71K | SH | $14.04M 2.15% | 0.00 | 0.00 | 11.71K |
JPMORGAN CHASE & COSOLE | COM | 42.75K | SH | $13.99M 2.15% | 0.00 | 0.00 | 42.75K |
APPLE INCSOLE | COM | 46.49K | SH | $13.45M 2.06% | 0.00 | 0.00 | 46.49K |
ABBVIE INCSOLE | COM | 52.24K | SH | $13.14M 2.02% | 0.00 | 0.00 | 52.24K |
ISHARES TRSOLE | CORE S&P SCP ETF | 84.70K | SH | $12.56M 1.93% | 0.00 | 0.00 | 84.70K |
UNITED RENTALS INCSOLE | COM | 11.06K | SH | $12.53M 1.92% | 0.00 | 0.00 | 11.06K |
MORGAN STANLEYSOLE | COM NEW | 57.87K | SH | $12.10M 1.85% | 0.00 | 0.00 | 57.87K |
RTX CORPORATIONSOLE | COM | 60.78K | SH | $11.53M 1.77% | 0.00 | 0.00 | 60.78K |
ORACLE CORPSOLE | COM | 75.91K | SH | $11.12M 1.71% | 0.00 | 0.00 | 75.91K |
PHILLIPS 66SOLE | COM | 62.72K | SH | $10.60M 1.63% | 0.00 | 0.00 | 62.72K |
ALPHABET INCSOLE | CAP STK CL A | 29.18K | SH | $10.43M 1.60% | 0.00 | 0.00 | 29.18K |
PALO ALTO NETWORKS INCSOLE | COM | 30.45K | SH | $10.39M 1.59% | 0.00 | 0.00 | 30.45K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 50.50K | SH | $10.18M 1.56% | 0.00 | 0.00 | 50.50K |
CHEVRON CORPORATIONSOLE | COM | 59.76K | SH | $9.91M 1.52% | 0.00 | 0.00 | 59.76K |
UNION PAC CORPSOLE | COM | 36.11K | SH | $9.82M 1.51% | 0.00 | 0.00 | 36.11K |
AMERIPRISE FINL INCSOLE | COM | 21.28K | SH | $9.76M 1.50% | 0.00 | 0.00 | 21.28K |