Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 57.82M
Full voting authority
57.82M
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 | 3.56M | SH | $663.28M 7.87% | 3.56M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.91M | SH | $518.69M 6.16% | 1.91M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 960.70K | SH | $464.62M 5.52% | 960.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 546.24K | SH | $374.14M 4.44% | 546.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.25M | SH | $289.45M 3.44% | 1.25M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 734.77K | SH | $229.98M 2.73% | 734.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 720.88K | SH | $226.21M 2.69% | 720.88K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 619.67K | SH | $214.47M 2.55% | 619.67K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 274.52K | SH | $181.21M 2.15% | 274.52K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 353.53K | SH | $158.99M 1.89% | 353.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 219.49K | SH | $137.65M 1.63% | 219.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 113.43K | SH | $121.90M 1.45% | 113.43K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 304.96K | SH | $98.26M 1.17% | 304.96K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 563.85K | SH | $91.35M 1.08% | 563.85K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 163.14K | SH | $82.00M 0.97% | 163.14K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 203.38K | SH | $71.33M 0.85% | 203.38K | 0.00 | 0.00 |
MUELLER INDS INCSOLE | COM | 601.55K | SH | $69.06M 0.82% | 601.55K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 116.13K | SH | $66.30M 0.79% | 116.13K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 583.74K | SH | $65.03M 0.77% | 583.74K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 292.11K | SH | $60.45M 0.72% | 292.11K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 268.82K | SH | $57.57M 0.68% | 268.82K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 66.16K | SH | $57.05M 0.68% | 66.16K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 469.11K | SH | $56.45M 0.67% | 469.11K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 360.69K | SH | $55.25M 0.66% | 360.69K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 291.89K | SH | $51.88M 0.62% | 291.89K | 0.00 | 0.00 |