WILSON, WY
Allocation by class
Portfolio Concentration
Top 3 weight
73.3%
Top 10 weight
97.4%
Voting Authority Distribution
Total shares with voting rights: 18.34M
Full voting authority
18.34M
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 |
|---|---|---|---|---|---|---|---|
JPMorgan Chase & Co.SOLE | COM | 2.62M | SH | $856.80M 39.94% | 2.62M | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CL A | 665.00 | SH | $497.99M 23.21% | 665.00 | 0.00 | 0.00 |
American Express CompanySOLE | COM | 641.10K | SH | $216.85M 10.11% | 641.10K | 0.00 | 0.00 |
Infleqtion Inc.SOLE | COM | 11.57M | SH | $154.16M 7.19% | 11.57M | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | CL B | 198.40K | SH | $99.28M 4.63% | 198.40K | 0.00 | 0.00 |
Goldman Sachs Group Inc.SOLE | COM | 81.60K | SH | $82.53M 3.85% | 81.60K | 0.00 | 0.00 |
Equity Residential SBISOLE | COM | 1.20M | SH | $81.52M 3.80% | 1.20M | 0.00 | 0.00 |
Bank of New York Mellon CorporationSOLE | COM | 251K | SH | $36.30M 1.69% | 251K | 0.00 | 0.00 |
US BancorpSOLE | COM | 560K | SH | $33.82M 1.58% | 560K | 0.00 | 0.00 |
Western Alliance BancorporationSOLE | COM | 375.64K | SH | $30.88M 1.44% | 375.64K | 0.00 | 0.00 |
Wells Fargo & Co.SOLE | COM | 253.31K | SH | $20.93M 0.98% | 253.31K | 0.00 | 0.00 |
Progressive CorporationSOLE | COM | 86.20K | SH | $18.83M 0.88% | 86.20K | 0.00 | 0.00 |
State Street CorporationSOLE | COM | 25.77K | SH | $4.37M 0.20% | 25.77K | 0.00 | 0.00 |
MasterCard IncorporatedSOLE | COM | 7K | SH | $3.60M 0.17% | 7K | 0.00 | 0.00 |
Shattuck Labs Inc.SOLE | COM | 435.75K | SH | $3.02M 0.14% | 435.75K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 9.74K | SH | $2.71M 0.13% | 9.74K | 0.00 | 0.00 |
Charles Schwab CorporationSOLE | COM | 10.84K | SH | $999.9K 0.05% | 10.84K | 0.00 | 0.00 |
W.R. Berkley CorporationSOLE | COM | 3.38K | SH | $238.0K 0.01% | 3.38K | 0.00 | 0.00 |
American International Group Inc.SOLE | COM | 3K | SH | $223.6K 0.01% | 3K | 0.00 | 0.00 |
Alibaba Group HoldingSOLE | COM | 800.00 | SH | $76.8K <0.01% | 800.00 | 0.00 | 0.00 |
Accenture PLCSOLE | CL A | 300.00 | SH | $37.3K <0.01% | 300.00 | 0.00 | 0.00 |