BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
16.1%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC ASOLE | CAP STK CL A | 52.45K | SH | $15.08M 5.81% | 0.00 | 0.00 | 52.45K |
APPLE INCSOLE | COM | 53.15K | SH | $13.49M 5.19% | 0.00 | 0.00 | 53.15K |
NVIDIA CORPORATIONSOLE | COM | 75.62K | SH | $13.19M 5.08% | 0.00 | 0.00 | 75.62K |
ELI LILLY & COSOLE | COM | 11.64K | SH | $10.71M 4.12% | 0.00 | 0.00 | 11.64K |
MICROSOFT CORPSOLE | COM | 28.18K | SH | $10.43M 4.02% | 0.00 | 0.00 | 28.18K |
TJX COMPANIES INC NEWSOLE | COM | 57.06K | SH | $9.11M 3.51% | 0.00 | 0.00 | 57.06K |
ORACLE CORPSOLE | COM | 61.33K | SH | $9.02M 3.47% | 0.00 | 0.00 | 61.33K |
VISA INC ASOLE | COM CL A | 20.29K | SH | $6.13M 2.36% | 0.00 | 0.00 | 20.29K |
MICRON TECHNOLOGYSOLE | COM | 17.92K | SH | $6.05M 2.33% | 0.00 | 0.00 | 17.92K |
EXXON MOBIL CORPSOLE | COM | 35.16K | SH | $5.97M 2.30% | 0.00 | 0.00 | 35.16K |
AMGEN INCSOLE | COM | 15.81K | SH | $5.56M 2.14% | 0.00 | 0.00 | 15.81K |
META PLATFORMS INCSOLE | CLASS A | 9.07K | SH | $5.19M 2.00% | 0.00 | 0.00 | 9.07K |
ARISTA NETWORKS INCSOLE | COM | 42.12K | SH | $5.17M 1.99% | 0.00 | 0.00 | 42.12K |
TRAVELLERS COMPANIES INCSOLE | COM | 16.89K | SH | $4.93M 1.90% | 0.00 | 0.00 | 16.89K |
HONEYWELL INTL INCSOLE | COM | 19.98K | SH | $4.51M 1.74% | 0.00 | 0.00 | 19.98K |
EATON CORP PLCSOLE | SHS | 12.44K | SH | $4.45M 1.71% | 0.00 | 0.00 | 12.44K |
JPMORGAN CHASE & COSOLE | COM | 15.01K | SH | $4.42M 1.70% | 0.00 | 0.00 | 15.01K |
JOHNSON & JOHNSONSOLE | COM | 17.24K | SH | $4.21M 1.62% | 0.00 | 0.00 | 17.24K |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 20.03K | SH | $4.07M 1.57% | 0.00 | 0.00 | 20.03K |
DISNEY WALT COSOLE | COM | 38.92K | SH | $3.75M 1.44% | 0.00 | 0.00 | 38.92K |
CISCO SYS INCSOLE | COM | 47.51K | SH | $3.69M 1.42% | 0.00 | 0.00 | 47.51K |
PAYCHEX INCSOLE | COM | 39.93K | SH | $3.68M 1.42% | 0.00 | 0.00 | 39.93K |
AMAZON COM INCSOLE | COM | 17.50K | SH | $3.64M 1.40% | 0.00 | 0.00 | 17.50K |
MASTERCARD INC ASOLE | CL A | 7.18K | SH | $3.59M 1.38% | 0.00 | 0.00 | 7.18K |
SALESFORCE.COM INCSOLE | COM | 19.18K | SH | $3.58M 1.38% | 0.00 | 0.00 | 19.18K |