BRATTLEBORO, VT
Allocation by class
Portfolio Concentration
Top 3 weight
16.3%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 14.26M
Full voting authority
14.16M
shares
Joint voting authority
0.00
shares
No voting authority
98.95K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Com | 582.48K | SH | $158.35M 6.61% | 579.19K | 0.00 | 3.29K |
Alphabet Inc Cap Stk Cl CSOLE | Com | 375.24K | SH | $117.75M 4.92% | 372.74K | 0.00 | 2.50K |
Microsoft CorpSOLE | Com | 237.67K | SH | $114.94M 4.80% | 237.36K | 0.00 | 308.00 |
Amazon Com IncSOLE | Com | 323.31K | SH | $74.63M 3.12% | 322.89K | 0.00 | 426.00 |
JP Morgan Chase & CoSOLE | Com | 210.01K | SH | $67.67M 2.82% | 205.53K | 0.00 | 4.49K |
Nvidia CorporationSOLE | Com | 348.74K | SH | $65.04M 2.71% | 347.67K | 0.00 | 1.07K |
Berkshire Hathaway Inc Del Cl B NewSOLE | Com | 125.22K | SH | $62.94M 2.63% | 124.46K | 0.00 | 759.00 |
Costco Wholesale CorporationSOLE | Com | 52.18K | SH | $45.00M 1.88% | 51.57K | 0.00 | 612.00 |
Meta Platforms IncSOLE | Com | 66.13K | SH | $43.65M 1.82% | 65.90K | 0.00 | 231.00 |
Vanguard Idx Fds S&P 500 ETFSOLE | Com | 66.64K | SH | $41.79M 1.74% | 66.64K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 191.01K | SH | $39.53M 1.65% | 188.61K | 0.00 | 2.40K |
Abbvie IncSOLE | Com | 168.63K | SH | $38.53M 1.61% | 167K | 0.00 | 1.63K |
Vanguard Short Term Inflation Prot Secs ETFSOLE | Com | 732.51K | SH | $36.23M 1.51% | 726.10K | 0.00 | 6.42K |
Palo Alto Networks IncSOLE | Com | 185.27K | SH | $34.13M 1.42% | 185.23K | 0.00 | 35.00 |
Applied Materials IncSOLE | Com | 130.53K | SH | $33.54M 1.40% | 126.51K | 0.00 | 4.01K |
Nextera Energy IncSOLE | Com | 413.68K | SH | $33.21M 1.39% | 412.74K | 0.00 | 942.00 |
Mastercard IncSOLE | Com | 57.56K | SH | $32.86M 1.37% | 57.52K | 0.00 | 43.00 |
Blackrock IncSOLE | Com | 27.81K | SH | $29.77M 1.24% | 27.45K | 0.00 | 360.00 |
Alphabet Inc Cap Stk Cl ASOLE | Com | 91.02K | SH | $28.49M 1.19% | 91.02K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing CoSOLE | Com | 91.64K | SH | $27.85M 1.16% | 91.31K | 0.00 | 325.00 |
Thermo Fisher Scientific IncSOLE | Com | 47.97K | SH | $27.80M 1.16% | 47.91K | 0.00 | 64.00 |
IShares Core S&P Mid-Cap ETFSOLE | Com | 415.50K | SH | $27.42M 1.14% | 415.50K | 0.00 | 0.00 |
Procter & Gamble CoSOLE | Com | 188.85K | SH | $27.06M 1.13% | 185.36K | 0.00 | 3.49K |
Lowes Companies IncSOLE | Com | 106.72K | SH | $25.74M 1.07% | 105.69K | 0.00 | 1.04K |
RTX CorporationSOLE | Com | 139.23K | SH | $25.53M 1.07% | 138.71K | 0.00 | 521.00 |