HOUSTON, TX
Allocation by class
Portfolio Concentration
Top 3 weight
14.1%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 10.41M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.41M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 326.75K | SH | $120.91M 6.27% | 0.00 | 0.00 | 326.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 163.60K | SH | $81.87M 4.25% | 0.00 | 0.00 | 163.60K |
GE VERNOVA INCSOLE | COM | 59.54K | SH | $69.95M 3.63% | 0.00 | 0.00 | 59.54K |
BROADCOM INCSOLE | COM | 169.80K | SH | $64.14M 3.33% | 0.00 | 0.00 | 169.80K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 76.71K | SH | $56.49M 2.93% | 0.00 | 0.00 | 76.71K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 25.42K | SH | $50.58M 2.62% | 0.00 | 0.00 | 25.42K |
NVIDIA CORPORATIONSOLE | COM | 242.79K | SH | $48.58M 2.52% | 0.00 | 0.00 | 242.79K |
APPLE INCSOLE | COM | 152.91K | SH | $44.25M 2.30% | 0.00 | 0.00 | 152.91K |
CATERPILLAR INCSOLE | COM | 40.80K | SH | $43.44M 2.25% | 0.00 | 0.00 | 40.80K |
ALPHABET INCSOLE | CAP STK CL A | 90.65K | SH | $32.39M 1.68% | 0.00 | 0.00 | 90.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 39.00 | SH | $29.21M 1.51% | 0.00 | 0.00 | 39.00 |
WALMART INCSOLE | COM | 253.51K | SH | $28.71M 1.49% | 0.00 | 0.00 | 253.51K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 321.62K | SH | $28.26M 1.47% | 0.00 | 0.00 | 321.62K |
EXXON MOBIL CORPSOLE | COM | 205.64K | SH | $28.12M 1.46% | 0.00 | 0.00 | 205.64K |
MICROSOFT CORPSOLE | COM | 73.06K | SH | $27.25M 1.41% | 0.00 | 0.00 | 73.06K |
PARKER-HANNIFIN CORPSOLE | COM | 27.69K | SH | $27.09M 1.41% | 0.00 | 0.00 | 27.69K |
AMPHENOL CORPSOLE | CL A | 152.38K | SH | $26.87M 1.39% | 0.00 | 0.00 | 152.38K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 33.91K | SH | $25.32M 1.31% | 0.00 | 0.00 | 33.91K |
GARMIN LTDSOLE | SHS | 105.22K | SH | $24.99M 1.30% | 0.00 | 0.00 | 105.22K |
TEXAS INSTRS INCSOLE | COM | 83.69K | SH | $24.94M 1.29% | 0.00 | 0.00 | 83.69K |
VISA INCSOLE | COM CL A | 68.28K | SH | $23.43M 1.22% | 0.00 | 0.00 | 68.28K |
MARATHON PETE CORPSOLE | COM | 91.15K | SH | $23.30M 1.21% | 0.00 | 0.00 | 91.15K |
MCKESSON CORPSOLE | COM | 30.38K | SH | $22.96M 1.19% | 0.00 | 0.00 | 30.38K |
GOLDMAN SACHS GROUP INCSOLE | COM | 22.20K | SH | $22.46M 1.16% | 0.00 | 0.00 | 22.20K |
MARRIOTT INTL INC NEWSOLE | CL A | 59.64K | SH | $22.10M 1.15% | 0.00 | 0.00 | 59.64K |