FRANKLIN, TN
Allocation by class
Portfolio Concentration
Top 3 weight
15.8%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.98M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PINNACLE FINL PARTNERS INCSOLE | COM | 74.93K | SH | $6.45M 7.16% | 0.00 | 0.00 | 74.93K |
APPLE INCSOLE | COM | 19.23K | SH | $4.88M 5.41% | 0.00 | 0.00 | 19.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.87M 3.19% | 0.00 | 0.00 | 4.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 134.81K | SH | $2.60M 2.89% | 0.00 | 0.00 | 134.81K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 55.41K | SH | $2.24M 2.49% | 0.00 | 0.00 | 55.41K |
VISA INCSOLE | COM CL A | 7.05K | SH | $2.13M 2.36% | 0.00 | 0.00 | 7.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.29K | SH | $2.06M 2.28% | 0.00 | 0.00 | 4.29K |
UBER TECHNOLOGIES INCSOLE | COM | 25.34K | SH | $1.82M 2.02% | 0.00 | 0.00 | 25.34K |
CHUBB LTD SWITZSOLE | COM | 5.36K | SH | $1.75M 1.94% | 0.00 | 0.00 | 5.36K |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 27.16K | SH | $1.72M 1.91% | 0.00 | 0.00 | 27.16K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 22.29K | SH | $1.68M 1.86% | 0.00 | 0.00 | 22.29K |
TFS FINL CORPSOLE | COM | 116.92K | SH | $1.64M 1.82% | 0.00 | 0.00 | 116.92K |
BANK AMERICA CORPSOLE | COM | 32.28K | SH | $1.57M 1.75% | 0.00 | 0.00 | 32.28K |
JPMORGAN CHASE & COSOLE | COM | 5.34K | SH | $1.57M 1.74% | 0.00 | 0.00 | 5.34K |
TD SYNNEX CORPORATIONSOLE | COM | 9.04K | SH | $1.53M 1.69% | 0.00 | 0.00 | 9.04K |
ENBRIDGE INCSOLE | COM | 26.77K | SH | $1.45M 1.61% | 0.00 | 0.00 | 26.77K |
CATERPILLAR INCSOLE | COM | 2.01K | SH | $1.42M 1.58% | 0.00 | 0.00 | 2.01K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 10.26K | SH | $1.42M 1.57% | 0.00 | 0.00 | 10.26K |
AMAZON COM INCSOLE | COM | 6.68K | SH | $1.39M 1.54% | 0.00 | 0.00 | 6.68K |
BROOKFIELD INFRASTRUCTURE PASOLE | LP INT UNIT | 37.80K | SH | $1.37M 1.51% | 0.00 | 0.00 | 37.80K |
DOLLAR GEN CORPSOLE | COM | 11.38K | SH | $1.35M 1.50% | 0.00 | 0.00 | 11.38K |
SLM CORPSOLE | COM | 58.54K | SH | $1.25M 1.39% | 0.00 | 0.00 | 58.54K |
LENNAR CORPSOLE | CL A | 14.41K | SH | $1.25M 1.39% | 0.00 | 0.00 | 14.41K |
EXXON MOBIL CORPSOLE | COM | 7.38K | SH | $1.25M 1.39% | 0.00 | 0.00 | 7.38K |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 21.55K | SH | $1.25M 1.38% | 0.00 | 0.00 | 21.55K |