GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
20.6%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 1.15M
Full voting authority
1.15M
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 |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 61.41K | SH | $17.8K 9.14% | 61.41K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 16.57K | SH | $12.4K 6.36% | 16.57K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 49.43K | SH | $9.9K 5.09% | 49.43K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 7.39K | SH | $8.9K 4.56% | 7.39K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 14.09K | SH | $5.3K 2.70% | 14.09K | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | SPONSORED ADS | 9.87K | SH | $4.7K 2.42% | 9.87K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | CORE S&P500 ETF | 5.42K | SH | $4.1K 2.09% | 5.42K | 0.00 | 0.00 |
Duke Energy CorpSOLE | COM NEW | 31.58K | SH | $4.0K 2.06% | 31.58K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 4.18K | SH | $3.9K 2.01% | 4.18K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 5.87K | SH | $3.4K 1.75% | 5.87K | 0.00 | 0.00 |
International Business MachineSOLE | COM | 10.60K | SH | $3.0K 1.53% | 10.60K | 0.00 | 0.00 |
Arista Networks Inc Ordinary SharesSOLE | COM SHS | 16.89K | SH | $2.9K 1.47% | 16.89K | 0.00 | 0.00 |
Cisco Systems IncSOLE | COM | 23.82K | SH | $2.8K 1.44% | 23.82K | 0.00 | 0.00 |
Southern Co/TheSOLE | COM | 29.20K | SH | $2.8K 1.44% | 29.20K | 0.00 | 0.00 |
META Platforms, IncSOLE | CL A | 4.82K | SH | $2.7K 1.39% | 4.82K | 0.00 | 0.00 |
Quanta Services IncSOLE | COM | 3.29K | SH | $2.4K 1.22% | 3.29K | 0.00 | 0.00 |
Alphabet Inc Class CSOLE | CAP STK CL C | 6.57K | SH | $2.3K 1.19% | 6.57K | 0.00 | 0.00 |
Mastercard IncSOLE | CL A | 4.41K | SH | $2.3K 1.16% | 4.41K | 0.00 | 0.00 |
Marvell Technology Inc Ordinary SharesSOLE | COM | 7.55K | SH | $2.3K 1.16% | 7.55K | 0.00 | 0.00 |
Truist Financial CorpSOLE | COM | 44.12K | SH | $2.2K 1.13% | 44.12K | 0.00 | 0.00 |
Royal Bank of CanadaSOLE | COM | 10.09K | SH | $2.1K 1.07% | 10.09K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 8.37K | SH | $2.0K 1.03% | 8.37K | 0.00 | 0.00 |
Dell Technologies IncSOLE | CL C | 4.54K | SH | $2.0K 1.01% | 4.54K | 0.00 | 0.00 |
Verizon Communications IncSOLE | COM | 45.06K | SH | $1.9K 0.98% | 45.06K | 0.00 | 0.00 |
Arthur J Gallagher & CoSOLE | COM | 8.04K | SH | $1.8K 0.95% | 8.04K | 0.00 | 0.00 |