NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
10.9%
Top 10 weight
21.6%
Voting Authority Distribution
Total shares with voting rights: 103.50M
Full voting authority
103.46M
shares
Joint voting authority
0.00
shares
No voting authority
43.19K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 737.32K | SH | $378.17M 3.98% | 737.24K | 0.00 | 75.00 |
APPLE INCSOLE | COM | 1.10M | SH | $365.02M 3.84% | 1.10M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.28M | SH | $293.09M 3.08% | 1.28M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 842.62K | SH | $209.94M 2.21% | 842.43K | 0.00 | 190.00 |
ALPHABET INCSOLE | CAP STK CL A | 479.04K | SH | $164.83M 1.73% | 479.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 473.49K | SH | $161.34M 1.70% | 473.49K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 420.58K | SH | $139.14M 1.46% | 420.58K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 177.39K | SH | $128.64M 1.35% | 177.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 313.20K | SH | $109.99M 1.16% | 313.20K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 142.10K | SH | $108.37M 1.14% | 142.10K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 217.47K | SH | $108.29M 1.14% | 217.47K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 86.95K | SH | $100.61M 1.06% | 86.95K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 134.22K | SH | $99.29M 1.04% | 134.22K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 95.12K | SH | $86.59M 0.91% | 95.12K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 104.31K | SH | $79.89M 0.84% | 104.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 113.46K | SH | $79.52M 0.84% | 113.46K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 289.21K | SH | $76.41M 0.80% | 288.71K | 0.00 | 498.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 570.87K | SH | $71.51M 0.75% | 570.87K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 113.89K | SH | $69.67M 0.73% | 113.62K | 0.00 | 275.00 |
VISA INCSOLE | COM CL A | 190.98K | SH | $68.62M 0.72% | 190.98K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 178.34K | SH | $63.28M 0.67% | 178.34K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 95.48K | SH | $61.35M 0.64% | 95.48K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 133.58K | SH | $60.94M 0.64% | 133.58K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 54.60K | SH | $58.15M 0.61% | 54.60K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 61.94K | SH | $55.77M 0.59% | 61.94K | 0.00 | 0.00 |