STAMFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
22.5%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Full voting authority
1.62M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 126.84K | SH | $22.12M 8.09% | 126.84K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 80.41K | SH | $20.41M 7.47% | 80.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 51.07K | SH | $18.91M 6.92% | 51.07K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | COM | 200K | SH | $13.63M 4.99% | 200K | 0.00 | 0.00 |
ISHARES TRSOLE | COM | 117.50K | SH | $12.81M 4.69% | 117.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 50.66K | SH | $10.55M 3.86% | 50.66K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.25K | SH | $9.46M 3.46% | 2.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 29.08K | SH | $8.36M 3.06% | 29.08K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COM | 14.08K | SH | $8.06M 2.95% | 14.08K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.71K | SH | $7.96M 2.91% | 25.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 23.46K | SH | $6.73M 2.46% | 23.46K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 16.58K | SH | $6.16M 2.25% | 16.58K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 24.70K | SH | $5.11M 1.87% | 24.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 10.51K | SH | $5.03M 1.84% | 10.51K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 15.29K | SH | $4.50M 1.65% | 15.29K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 4.80K | SH | $4.42M 1.62% | 4.80K | 0.00 | 0.00 |
KLA CORPSOLE | COM | 2.63K | SH | $3.87M 1.42% | 2.63K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.80K | SH | $3.79M 1.39% | 3.80K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 3.82K | SH | $3.67M 1.34% | 3.82K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.70K | SH | $3.13M 1.15% | 3.70K | 0.00 | 0.00 |
VISA INCSOLE | COM | 10.31K | SH | $3.11M 1.14% | 10.31K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 18.30K | SH | $3.10M 1.14% | 18.30K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.40K | SH | $2.97M 1.09% | 3.40K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11K | SH | $2.69M 0.98% | 11K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 26.99K | SH | $2.59M 0.95% | 26.99K | 0.00 | 0.00 |