BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 1.08B
Full voting authority
573.69M
shares
Joint voting authority
115.27K
shares
No voting authority
509.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORP COMSOLE | COM | 41.54M | SH | $8.31B 6.27% | 23.28M | 7.81K | 17.80M |
APPLE INC COM STKSOLE | COM | 25.08M | SH | $7.26B 5.47% | 14.11M | 4.79K | 10.70M |
MICROSOFT CORP COMSOLE | COM | 12.61M | SH | $4.71B 3.55% | 7.10M | 2.46K | 5.37M |
AMAZON.COM INC COMSOLE | COM | 16.02M | SH | $3.82B 2.88% | 8.99M | 3.20K | 6.87M |
ALPHABET INC CAP STK CL ASOLE | COM | 10.28M | SH | $3.68B 2.77% | 5.75M | 3.55K | 4.42M |
BROADCOM INCSOLE | COM | 8.15M | SH | $3.08B 2.32% | 4.55M | 1.53K | 3.50M |
ALPHABET INC CAP STK CL CSOLE | COM | 8.25M | SH | $2.91B 2.20% | 4.59M | 0.00 | 3.57M |
MICRON TECHNOLOGYSOLE | COM | 1.97M | SH | $2.27B 1.71% | 1.09M | 369.00 | 851.47K |
META PLATFORMS INCSOLE | COM | 3.81M | SH | $2.15B 1.62% | 2.12M | 719.00 | 1.64M |
TESLA INCSOLE | COM | 4.88M | SH | $2.05B 1.55% | 2.67M | 953.00 | 2.16M |
ADVANCED MICRO DEVICES INCSOLE | COM | 2.80M | SH | $1.63B 1.23% | 1.54M | 534.00 | 1.23M |
ELI LILLY & CO COMSOLE | COM | 1.33M | SH | $1.60B 1.21% | 786.04K | 289.00 | 543.29K |
JPMORGAN CHASE & CO COMSOLE | COM | 4.51M | SH | $1.48B 1.11% | 2.58M | 911.00 | 1.88M |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 2.82M | SH | $1.41B 1.07% | 1.57M | 613.00 | 1.22M |
VISA INC COM CL A STKSOLE | COM | 3.08M | SH | $1.06B 0.80% | 1.77M | 569.00 | 1.28M |
INTEL CORP COMSOLE | COM | 7.48M | SH | $1.04B 0.79% | 4.24M | 1.43K | 3.17M |
APPLIED MATERIALS INC COMSOLE | COM | 1.42M | SH | $1.03B 0.77% | 801.87K | 268.00 | 602.35K |
LAM RESH CORP COMSOLE | COM | 2.27M | SH | $984.21M 0.74% | 1.30M | 410.00 | 947.65K |
JOHNSON & JOHNSON COM USD1SOLE | COM | 3.78M | SH | $960.20M 0.72% | 2.28M | 816.00 | 1.50M |
EXXON MOBIL CORP COMSOLE | COM | 6.76M | SH | $923.81M 0.70% | 3.75M | 1.47K | 2.93M |
CATERPILLAR INC COMSOLE | COM | 814.36K | SH | $867.21M 0.65% | 450.71K | 154.00 | 354.74K |
WALMART INCSOLE | COM | 7.34M | SH | $831.42M 0.63% | 4.20M | 1.66K | 3.06M |
CISCO SYSTEMS INCSOLE | COM | 7M | SH | $822.76M 0.62% | 4.09M | 1.34K | 2.85M |
MASTERCARD INC CL ASOLE | COM | 1.50M | SH | $772.59M 0.58% | 863.46K | 276.00 | 623.44K |
KLA CORPSOLE | COM | 2.45M | SH | $739.68M 0.56% | 1.43M | 440.00 | 995.25K |