LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
23.5%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 3.78M
Full voting authority
3.78M
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 | 190.48K | SH | $55.12M 9.60% | 190.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 116.54K | SH | $41.65M 7.25% | 116.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 159.04K | SH | $37.91M 6.60% | 159.04K | 0.00 | 0.00 |
ALLISON TRANSMISSION HLDGS ISOLE | COM | 303.04K | SH | $34.16M 5.95% | 303.04K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 127.76K | SH | $27.18M 4.73% | 127.76K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 67.90K | SH | $25.33M 4.41% | 67.90K | 0.00 | 0.00 |
NATURAL RESOURCE PARTNERS LPSOLE | COM UNIT LTD PAR | 260.48K | SH | $25.27M 4.40% | 260.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 49.98K | SH | $25.01M 4.36% | 49.98K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 28.09K | SH | $20.97M 3.65% | 28.09K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 28.25K | SH | $20.81M 3.62% | 28.25K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 55.81K | SH | $19.15M 3.33% | 55.81K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 48.69K | SH | $16.69M 2.91% | 48.69K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.48K | SH | $14.88M 2.59% | 7.48K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 81.72K | SH | $14.57M 2.54% | 81.72K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 6.94K | SH | $13.55M 2.36% | 6.94K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 145.43K | SH | $13.39M 2.33% | 145.43K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.94K | SH | $13.08M 2.28% | 12.94K | 0.00 | 0.00 |
PITNEY BOWES INCSOLE | COM | 732.43K | SH | $12.83M 2.23% | 732.43K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 4K | SH | $12.77M 2.22% | 4K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 9.34K | SH | $11.16M 1.94% | 9.34K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 21.38K | SH | $10.98M 1.91% | 21.38K | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 33.51K | SH | $9.82M 1.71% | 33.51K | 0.00 | 0.00 |
TIDAL TRUST ISOLE | FUND GRAN US ETF | 351.85K | SH | $9.73M 1.69% | 351.85K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 14.96K | SH | $8.43M 1.47% | 14.96K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 52.93K | SH | $7.73M 1.35% | 52.93K | 0.00 | 0.00 |