WINSTON SALEM, NC
Allocation by class
Portfolio Concentration
Top 3 weight
21.1%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 27.88M
Full voting authority
18.52M
shares
Joint voting authority
0.00
shares
No voting authority
9.36M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LOWES COS INCSOLE | COM | 1.40M | SH | $307.87M 7.63% | 380.98K | 0.00 | 1.02M |
NVIDIA CORPORATIONSOLE | COM | 1.37M | SH | $274.76M 6.81% | 1.08M | 0.00 | 296.07K |
APPLE INCSOLE | COM | 933.41K | SH | $270.09M 6.70% | 764.87K | 0.00 | 168.54K |
MICRON TECHNOLOGY INCSOLE | COM | 178.06K | SH | $205.53M 5.10% | 143.31K | 0.00 | 34.74K |
ALPHABET INCSOLE | CAP STK CL C | 493.68K | SH | $174.43M 4.32% | 382.08K | 0.00 | 111.60K |
ADVANCED MICRO DEVICES INCSOLE | COM | 261.96K | SH | $152.17M 3.77% | 169.66K | 0.00 | 92.30K |
MICROSOFT CORPSOLE | COM | 397.73K | SH | $148.36M 3.68% | 313.24K | 0.00 | 84.50K |
AMAZON COM INCSOLE | COM | 484.89K | SH | $115.57M 2.87% | 375.89K | 0.00 | 109K |
ALPHABET INCSOLE | CAP STK CL A | 266.02K | SH | $95.07M 2.36% | 190.18K | 0.00 | 75.84K |
ELI LILLY & COSOLE | COM | 78.92K | SH | $94.66M 2.35% | 59.69K | 0.00 | 19.24K |
META PLATFORMS INCSOLE | CL A | 158.36K | SH | $89.20M 2.21% | 121.36K | 0.00 | 37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 173.20K | SH | $86.67M 2.15% | 140.82K | 0.00 | 32.38K |
ASTERA LABS INCSOLE | COM | 178.91K | SH | $86.42M 2.14% | 133.29K | 0.00 | 45.62K |
JPMORGAN CHASE & COSOLE | COM | 242.45K | SH | $79.36M 1.97% | 178.25K | 0.00 | 64.19K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 552.12K | SH | $64.42M 1.60% | 409.14K | 0.00 | 142.98K |
BANK OF AMER CORPSOLE | COM | 1.12M | SH | $63.99M 1.59% | 917.37K | 0.00 | 205.57K |
CATERPILLAR INCSOLE | COM | 48.74K | SH | $51.90M 1.29% | 35.30K | 0.00 | 13.44K |
GREEN BRICK PARTNERS INCSOLE | COM | 643.03K | SH | $51.47M 1.28% | 481.33K | 0.00 | 161.70K |
JOHNSON & JOHNSONSOLE | COM | 176.28K | SH | $44.77M 1.11% | 135.01K | 0.00 | 41.27K |
RTX CORPORATIONSOLE | COM | 219.75K | SH | $41.69M 1.03% | 173.64K | 0.00 | 46.11K |
PEPSICO INCSOLE | COM | 287.08K | SH | $38.87M 0.96% | 223.55K | 0.00 | 63.53K |
MARVELL TECHNOLOGY INCSOLE | COM | 130.33K | SH | $38.82M 0.96% | 77.48K | 0.00 | 52.85K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 80.28K | SH | $38.35M 0.95% | 52.58K | 0.00 | 27.70K |
WALMART INCSOLE | COM | 323.81K | SH | $36.67M 0.91% | 266.71K | 0.00 | 57.09K |
ABBVIE INCSOLE | COM | 132.32K | SH | $33.30M 0.83% | 103.72K | 0.00 | 28.60K |