OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
19.7%
Top 10 weight
40.8%
Voting Authority Distribution
Total shares with voting rights: 7.10M
Full voting authority
7.10M
shares
Joint voting authority
0.00
shares
No voting authority
18.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 418.11K | SH | $83.66M 9.98% | 418.11K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 62.00 | SH | $46.43M 5.54% | 62.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 70.19K | SH | $35.12M 4.19% | 70.19K | 0.00 | 0.00 |
APPLE INCDFND | COM | 111.01K | SH | $32.12M 3.83% | 111.01K | 0.00 | 0.00 |
MURPHY USA INCDFND | COM | 55.34K | SH | $29.82M 3.56% | 55.34K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 84.87K | SH | $28.94M 3.45% | 84.87K | 0.00 | 0.00 |
ASML HLDG NVDFND | N Y REGISTRY SHS | 11.99K | SH | $23.86M 2.85% | 11.99K | 0.00 | 0.00 |
CORNING INCDFND | COM | 83.07K | SH | $21.22M 2.53% | 83.07K | 0.00 | 0.00 |
KLA CORPDFND | COM NEW | 69K | SH | $20.82M 2.48% | 69K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 82.89K | SH | $19.76M 2.36% | 82.89K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 52.74K | SH | $19.67M 2.35% | 52.74K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 49.84K | SH | $17.81M 2.13% | 49.84K | 0.00 | 0.00 |
RTX CORPORATIONDFND | COM | 80.31K | SH | $15.24M 1.82% | 80.31K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 43.71K | SH | $15.00M 1.79% | 43.71K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 43.63K | SH | $14.28M 1.70% | 43.63K | 0.00 | 0.00 |
VANECK MERK GOLD ETFDFND | GOLD SHS | 321.96K | SH | $12.42M 1.48% | 321.96K | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | STATE STRET SPDR | 650.28K | SH | $12.31M 1.47% | 650.28K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FDFND | INTL HDGD EQT LA | 214.52K | SH | $11.88M 1.42% | 214.52K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 30.86K | SH | $11.66M 1.39% | 30.84K | 0.00 | 13.00 |
ISHARES TRDFND | CORE S&P500 ETF | 15.35K | SH | $11.49M 1.37% | 15.35K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCDFND | COM SHS CL A | 199.71K | SH | $11.16M 1.33% | 199.71K | 0.00 | 0.00 |
LOWES COS INCDFND | COM | 49.86K | SH | $10.99M 1.31% | 49.86K | 0.00 | 0.00 |
2023 ETF SERIES TRUSTDFND | BRANDES INTERNAT | 256.39K | SH | $10.76M 1.28% | 256.39K | 0.00 | 0.00 |
MERITAGE HOMES CORPDFND | COM | 123.50K | SH | $10.36M 1.24% | 123.50K | 0.00 | 0.00 |
SOUTHERN COPPER CORPDFND | COM | 58.80K | SH | $10.25M 1.22% | 58.80K | 0.00 | 0.00 |