PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 5.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSSOLE | ADR | 98.48K | SH | $47.03M 6.74% | 0.00 | 0.00 | 98.48K |
BROADCOM INC COMSOLE | Stock | 107.61K | SH | $40.65M 5.83% | 0.00 | 0.00 | 107.61K |
MICROSOFT CORP COMSOLE | Stock | 71.98K | SH | $26.85M 3.85% | 0.00 | 0.00 | 71.98K |
QUANTA SVCS INC COMSOLE | Stock | 35.29K | SH | $25.41M 3.64% | 0.00 | 0.00 | 35.29K |
ALPHABET INC CAP STK CL ASOLE | Stock | 65.11K | SH | $23.27M 3.33% | 0.00 | 0.00 | 65.11K |
JPMORGAN CHASE & CO COMSOLE | Stock | 64.37K | SH | $21.07M 3.02% | 0.00 | 0.00 | 64.37K |
APPLE INC COMSOLE | Stock | 54.02K | SH | $15.63M 2.24% | 0.00 | 0.00 | 54.02K |
BLACKSTONE INC COMSOLE | Stock | 116.86K | SH | $13.75M 1.97% | 0.00 | 0.00 | 116.86K |
ENTERGY CORP NEW COMSOLE | Stock | 115.71K | SH | $13.29M 1.90% | 0.00 | 0.00 | 115.71K |
CRH PLC ORDSOLE | Stock | 117.58K | SH | $12.58M 1.80% | 0.00 | 0.00 | 117.58K |
NVIDIA CORPORATION COMSOLE | Stock | 62.31K | SH | $12.47M 1.79% | 0.00 | 0.00 | 62.31K |
ALPHABET INC CAP STK CL CSOLE | Stock | 34.64K | SH | $12.24M 1.75% | 0.00 | 0.00 | 34.64K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 23.43K | SH | $11.72M 1.68% | 0.00 | 0.00 | 23.43K |
VISA INC COM CL ASOLE | Stock | 33.83K | SH | $11.61M 1.66% | 0.00 | 0.00 | 33.83K |
LAM RESEARCH CORP COM NEWSOLE | Stock | 25.60K | SH | $11.09M 1.59% | 0.00 | 0.00 | 25.60K |
JOHNSON & JOHNSON COMSOLE | Stock | 41.88K | SH | $10.64M 1.52% | 0.00 | 0.00 | 41.88K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 139.60K | SH | $10.58M 1.52% | 0.00 | 0.00 | 139.60K |
AMPHENOL CORP CL ASOLE | Stock | 55.86K | SH | $9.85M 1.41% | 0.00 | 0.00 | 55.86K |
COCA-COLA EUROPACIFIC PARTNERS SHSSOLE | Stock | 92.86K | SH | $9.29M 1.33% | 0.00 | 0.00 | 92.86K |
EATON CORP PLC SHSSOLE | Stock | 20.81K | SH | $8.87M 1.27% | 0.00 | 0.00 | 20.81K |
AMAZON COM INC COMSOLE | Stock | 37.08K | SH | $8.84M 1.27% | 0.00 | 0.00 | 37.08K |
SPDR GOLD SHARESSOLE | ETF | 22.87K | SH | $8.42M 1.21% | 0.00 | 0.00 | 22.87K |
TAPESTRY INC COMSOLE | Stock | 54.30K | SH | $7.95M 1.14% | 0.00 | 0.00 | 54.30K |
BANK OF AMER CORP COMSOLE | Stock | 132.38K | SH | $7.54M 1.08% | 0.00 | 0.00 | 132.38K |
LINDE PLC SHSSOLE | Stock | 14.44K | SH | $7.49M 1.07% | 0.00 | 0.00 | 14.44K |