NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
24.7%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 3M
Full voting authority
3M
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 | 309.94K | SH | $70.78M 11.00% | 309.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 87.23K | SH | $44.74M 6.96% | 87.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 127.89K | SH | $43.58M 6.77% | 127.89K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 112.60K | SH | $39.55M 6.15% | 112.60K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 42.11K | SH | $35.95M 5.59% | 42.11K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 29.36K | SH | $33.97M 5.28% | 29.36K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 72.05K | SH | $32.87M 5.11% | 72.05K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 376.96K | SH | $32.20M 5.00% | 376.96K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 84.47K | SH | $28.13M 4.37% | 84.47K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 110.88K | SH | $27.63M 4.29% | 110.88K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 24.71K | SH | $26.32M 4.09% | 24.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 35.18K | SH | $25.51M 3.97% | 35.18K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 63.23K | SH | $22.72M 3.53% | 63.23K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 23.66K | SH | $19.18M 2.98% | 23.66K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 14.07K | SH | $13.38M 2.08% | 14.07K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 33.57K | SH | $13.05M 2.03% | 33.57K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 19.62K | SH | $12.00M 1.87% | 19.62K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 42.97K | SH | $11.24M 1.75% | 42.97K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 158.45K | SH | $10.86M 1.69% | 158.45K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 77.43K | SH | $10.58M 1.64% | 77.43K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 53.58K | SH | $8.74M 1.36% | 53.58K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 18.22K | SH | $6.94M 1.08% | 18.22K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 6.82K | SH | $6.29M 0.98% | 6.82K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 130.22K | SH | $5.85M 0.91% | 130.22K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.70K | SH | $5.83M 0.91% | 11.70K | 0.00 | 0.00 |