ALAMO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
13.9%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Full voting authority
1.26M
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 |
|---|---|---|---|---|---|---|---|
CUMMINS INC COMSOLE | COM | 15.64K | SH | $7.98M 4.80% | 15.64K | 0.00 | 0.00 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 73.49K | SH | $7.65M 4.60% | 73.49K | 0.00 | 0.00 |
CHARLES SCHWAB CORPSOLE | COM | 74.83K | SH | $7.48M 4.50% | 74.83K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 33.73K | SH | $6.57M 3.96% | 33.73K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMSOLE | COM | 16.92K | SH | $6.26M 3.77% | 16.92K | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | COM | 48.78K | SH | $6.23M 3.75% | 48.78K | 0.00 | 0.00 |
TEXAS INSTRS INC COMSOLE | COM | 35.45K | SH | $6.15M 3.70% | 35.45K | 0.00 | 0.00 |
MID-AMER APT CMNTYS INCSOLE | COM | 37.77K | SH | $5.25M 3.16% | 37.77K | 0.00 | 0.00 |
PUBLIC STORAGE COMSOLE | COM | 19.07K | SH | $4.95M 2.98% | 19.07K | 0.00 | 0.00 |
MCKESSON CORP COMSOLE | COM | 5.98K | SH | $4.90M 2.95% | 5.98K | 0.00 | 0.00 |
BANK AMERICA CORP COMSOLE | COM | 88.28K | SH | $4.86M 2.92% | 88.28K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORP COMSOLE | COM | 40.94K | SH | $4.81M 2.90% | 40.94K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 13.90K | SH | $4.78M 2.88% | 13.90K | 0.00 | 0.00 |
UNION PAC CORP COMSOLE | COM | 20.37K | SH | $4.71M 2.84% | 20.37K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIES COMSOLE | COM | 74.25K | SH | $4.50M 2.71% | 74.25K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 9.29K | SH | $4.49M 2.70% | 9.29K | 0.00 | 0.00 |
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFSOLE | ETF | 52.96K | SH | $4.24M 2.55% | 52.96K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 26.09K | SH | $3.98M 2.39% | 26.09K | 0.00 | 0.00 |
KINDER MORGAN INC DEL COMSOLE | COM | 144.59K | SH | $3.97M 2.39% | 144.59K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATION COMSOLE | COM | 13.63K | SH | $3.91M 2.36% | 13.63K | 0.00 | 0.00 |
ATMOS ENERGY CORP COMSOLE | COM | 23.34K | SH | $3.91M 2.36% | 23.34K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.32K | SH | $3.68M 2.22% | 7.32K | 0.00 | 0.00 |
SOUTHERN PERU COPPER CORPSOLE | COM | 25.36K | SH | $3.64M 2.19% | 25.36K | 0.00 | 0.00 |
ROYAL GOLD INC COMSOLE | COM | 15.77K | SH | $3.51M 2.11% | 15.77K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 36.08K | SH | $3.36M 2.02% | 36.08K | 0.00 | 0.00 |