MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
25.6%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Full voting authority
1.49M
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 |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.30K | SH | $15.91M 9.36% | 21.30K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 21.16K | SH | $15.58M 9.18% | 21.16K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 59.99K | SH | $12.00M 7.07% | 59.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.84K | SH | $6.90M 4.06% | 23.84K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 2.98K | SH | $6.77M 3.99% | 2.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 34.96K | SH | $5.19M 3.05% | 34.96K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 3.10K | SH | $3.58M 2.11% | 3.10K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 4.92K | SH | $3.15M 1.85% | 4.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.97K | SH | $2.98M 1.75% | 3.97K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 3.01K | SH | $2.91M 1.71% | 3.01K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 3.92K | SH | $2.83M 1.67% | 3.92K | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 3.89K | SH | $2.74M 1.61% | 3.89K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 4.66K | SH | $2.70M 1.59% | 4.66K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 6.03K | SH | $2.61M 1.54% | 6.03K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 18.49K | SH | $2.58M 1.52% | 18.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.92K | SH | $2.58M 1.52% | 6.92K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 5.09K | SH | $2.46M 1.45% | 5.09K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 6.92K | SH | $2.36M 1.39% | 6.92K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 9.18K | SH | $2.34M 1.38% | 9.18K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 7.68K | SH | $2.32M 1.36% | 7.68K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 1.14K | SH | $2.26M 1.33% | 1.14K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 7.44K | SH | $2.22M 1.31% | 7.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.13K | SH | $2.07M 1.22% | 4.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.78K | SH | $2.07M 1.22% | 5.78K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 44.59K | SH | $2.01M 1.18% | 44.59K | 0.00 | 0.00 |