STAMFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
11.3%
Top 10 weight
21.6%
Voting Authority Distribution
Total shares with voting rights: 225.55M
Full voting authority
225.29M
shares
Joint voting authority
0.00
shares
No voting authority
260.67K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 4.10M | SH | $1.19B 5.47% | 4.10M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.13M | SH | $825.55M 3.81% | 4.12M | 0.00 | 6.09K |
MICROSOFT CORPSOLE | COM | 1.18M | SH | $440.46M 2.03% | 1.18M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.14M | SH | $409.04M 1.89% | 1.14M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.63M | SH | $388.95M 1.79% | 1.63M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 896.73K | SH | $316.84M 1.46% | 866.73K | 0.00 | 30K |
BROADCOM INCSOLE | COM | 836.26K | SH | $315.90M 1.46% | 836.26K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 376.28K | SH | $281.00M 1.30% | 376.28K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 228.07K | SH | $263.26M 1.21% | 228.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 2.60M | SH | $257.72M 1.19% | 2.60M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 671.22K | SH | $219.71M 1.01% | 671.22K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 173K | SH | $207.50M 0.96% | 173K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 399.16K | SH | $190.63M 0.88% | 399.16K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 435.63K | SH | $183.22M 0.84% | 435.63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 322.05K | SH | $181.41M 0.84% | 322.05K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.51M | SH | $170.81M 0.79% | 1.50M | 0.00 | 10.03K |
EXXON MOBIL CORPSOLE | COM | 1.20M | SH | $164.44M 0.76% | 1.20M | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 2.27M | SH | $163.14M 0.75% | 2.27M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 640.37K | SH | $162.63M 0.75% | 640.37K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 456.76K | SH | $156.71M 0.72% | 456.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 304.95K | SH | $152.59M 0.70% | 304.95K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 246.49K | SH | $143.19M 0.66% | 246.49K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 1.02M | SH | $142.81M 0.66% | 1.02M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 222.71K | SH | $142.25M 0.66% | 222.71K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 1.13M | SH | $132.76M 0.61% | 1.13M | 0.00 | 0.00 |