SOUTH OGDEN, UT
Allocation by class
Portfolio Concentration
Top 3 weight
17.4%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Full voting authority
2.08M
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 | 137.39K | SH | $23.96M 5.92% | 137.39K | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 93.41K | SH | $23.71M 5.86% | 93.41K | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCORPORATEDSOLE | COM | 16.37K | SH | $22.57M 5.58% | 16.37K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 49.67K | SH | $21.70M 5.36% | 49.67K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COM | 43.84K | SH | $16.30M 4.03% | 43.84K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 49.90K | SH | $14.68M 3.63% | 49.90K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.09K | SH | $14.04M 3.47% | 14.09K | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 41.26K | SH | $12.77M 3.16% | 41.26K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 60.06K | SH | $12.51M 3.09% | 60.06K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | CL A | 77.12K | SH | $11.28M 2.79% | 77.12K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)SOLE | N Y REGISTRY SHS | 7.35K | SH | $9.71M 2.40% | 7.35K | 0.00 | 0.00 |
CANADIAN NAT RES LIMITED MED TERM (CANADA)SOLE | COM | 192.39K | SH | $9.38M 2.32% | 192.39K | 0.00 | 0.00 |
RAYMOND JAMES FINL INCORPORATEDSOLE | COM | 61.86K | SH | $8.96M 2.21% | 61.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 17.70K | SH | $8.48M 2.10% | 17.70K | 0.00 | 0.00 |
NETFLIX INCORPORATED.SOLE | COM | 84.41K | SH | $8.12M 2.01% | 84.41K | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 22.10K | SH | $6.68M 1.65% | 22.10K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 17.28K | SH | $6.40M 1.58% | 17.28K | 0.00 | 0.00 |
PHILIP MORRIS INTERNATIONAL INCORPORATEDSOLE | COM | 34.73K | SH | $5.74M 1.42% | 34.73K | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 16.69K | SH | $5.49M 1.36% | 16.69K | 0.00 | 0.00 |
UNION PAC CORPORATIONSOLE | COM | 20.40K | SH | $4.95M 1.22% | 20.40K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 14.21K | SH | $4.67M 1.15% | 14.21K | 0.00 | 0.00 |
ELI LILLY & COMPANYSOLE | COM | 4.90K | SH | $4.51M 1.11% | 4.90K | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 18.43K | SH | $4.50M 1.11% | 18.43K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 7.67K | SH | $4.39M 1.08% | 7.67K | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 35.07K | SH | $4.36M 1.08% | 35.07K | 0.00 | 0.00 |