NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
25.6%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Full voting authority
1.85M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 74.14K | SH | $18.82M 11.80% | 74.14K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 74.64K | SH | $13.02M 8.17% | 74.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.94K | SH | $8.93M 5.60% | 30.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 23.98K | SH | $8.88M 5.57% | 23.98K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.62K | SH | $7.42M 4.66% | 35.62K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 31K | SH | $6.41M 4.02% | 31K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 44.65K | SH | $4.47M 2.80% | 44.65K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 13.87K | SH | $4.19M 2.63% | 13.87K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 53.28K | SH | $4.05M 2.54% | 53.28K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.37K | SH | $3.68M 2.31% | 7.37K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.75K | SH | $3.64M 2.28% | 2.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.16K | SH | $3.43M 2.15% | 7.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.75K | SH | $3.37M 2.11% | 11.75K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 16.02K | SH | $3.09M 1.94% | 16.02K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 10.34K | SH | $3.04M 1.91% | 10.34K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.21K | SH | $2.98M 1.87% | 5.21K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 6.44K | SH | $2.97M 1.86% | 6.44K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.17K | SH | $2.91M 1.83% | 3.17K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 9.06K | SH | $2.82M 1.77% | 9.06K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 7.97K | SH | $2.69M 1.69% | 7.97K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 5.63K | SH | $2.40M 1.50% | 5.63K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 3.94K | SH | $2.22M 1.39% | 3.94K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 15.89K | SH | $2.21M 1.39% | 15.89K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.06K | SH | $2.21M 1.39% | 10.06K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 2.21K | SH | $2.12M 1.33% | 2.21K | 0.00 | 0.00 |