NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
17.1%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 3.26M
Full voting authority
3.26M
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 60.44K | SH | $28.96M 9.07% | 60.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $13.64M 4.27% | 19.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 47.58K | SH | $12.08M 3.78% | 47.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 67.66K | SH | $11.80M 3.70% | 67.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 26.80K | SH | $9.92M 3.11% | 26.80K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.80K | SH | $8.29M 2.60% | 9.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 27.78K | SH | $7.99M 2.50% | 27.78K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 23.60K | SH | $6.94M 2.17% | 23.60K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 42.88K | SH | $6.66M 2.09% | 42.88K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.45K | SH | $6.43M 2.01% | 6.45K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 23.87K | SH | $6.21M 1.95% | 23.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.15K | SH | $5.65M 1.77% | 27.15K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 17.92K | SH | $5.42M 1.70% | 17.92K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 12.21K | SH | $3.78M 1.18% | 12.21K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 18.04K | SH | $3.75M 1.17% | 18.04K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.19K | SH | $3.23M 1.01% | 2.19K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 71.97K | SH | $3.05M 0.96% | 71.97K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11.48K | SH | $2.81M 0.88% | 11.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 9.50K | SH | $2.72M 0.85% | 9.50K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 14.52K | SH | $2.46M 0.77% | 14.52K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.63K | SH | $2.42M 0.76% | 2.63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.19K | SH | $2.40M 0.75% | 4.19K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 6.32K | SH | $2.35M 0.74% | 6.32K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 18.66K | SH | $2.29M 0.72% | 18.66K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 7.91K | SH | $2.24M 0.70% | 7.91K | 0.00 | 0.00 |