CHATHAM, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
14.6%
Top 10 weight
27.3%
Voting Authority Distribution
Total shares with voting rights: 1.82M
Full voting authority
1.82M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 34.37K | SH | $9.94M 6.98% | 34.37K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.70K | SH | $7.99M 5.61% | 10.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.11K | SH | $2.87M 2.01% | 8.11K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 27.07K | SH | $2.76M 1.94% | 27.07K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 2.36K | SH | $2.67M 1.88% | 2.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.03K | SH | $2.62M 1.84% | 7.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.07K | SH | $2.54M 1.78% | 5.07K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 4.35K | SH | $2.52M 1.77% | 4.35K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.58K | SH | $2.52M 1.77% | 10.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.84K | SH | $2.44M 1.72% | 6.84K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 12.20K | SH | $2.44M 1.71% | 12.20K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.22K | SH | $2.37M 1.66% | 2.22K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 3.28K | SH | $2.10M 1.47% | 3.28K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 13.09K | SH | $1.79M 1.26% | 13.09K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 7.95K | SH | $1.69M 1.19% | 7.95K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 5.56K | SH | $1.68M 1.18% | 5.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 8.67K | SH | $1.65M 1.16% | 8.67K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 6.56K | SH | $1.65M 1.16% | 6.56K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.19K | SH | $1.61M 1.13% | 2.19K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 13.61K | SH | $1.60M 1.12% | 13.61K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 11.36K | SH | $1.59M 1.11% | 11.36K | 0.00 | 0.00 |
ONEMAIN HLDGS INCSOLE | COM | 25.62K | SH | $1.56M 1.10% | 25.62K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 10.66K | SH | $1.49M 1.05% | 10.66K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 11.97K | SH | $1.28M 0.90% | 11.97K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 3.71K | SH | $1.24M 0.87% | 3.71K | 0.00 | 0.00 |