MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
12.8%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 909.31M
Full voting authority
909.31M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 12.33M | SH | $2.47B 4.98% | 12.33M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.83M | SH | $2.27B 4.57% | 7.83M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 7.47M | SH | $1.59B 3.21% | 7.47M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.77M | SH | $1.41B 2.84% | 3.77M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.16M | SH | $1.23B 2.48% | 5.16M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.11M | SH | $1.11B 2.24% | 3.11M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.11M | SH | $1.10B 2.22% | 3.11M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.42M | SH | $913.07M 1.84% | 2.42M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 601.53K | SH | $694.34M 1.40% | 601.53K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.17M | SH | $659.82M 1.33% | 1.17M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.50M | SH | $631.40M 1.27% | 1.50M | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 2.12M | SH | $546.28M 1.10% | 2.12M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 428.21K | SH | $513.61M 1.04% | 428.21K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 871.17K | SH | $506.07M 1.02% | 871.17K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.43M | SH | $468.22M 0.94% | 1.43M | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | HUMAN CAP LARGE | 9.87M | SH | $438.16M 0.88% | 9.87M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 569.00 | SH | $426.10M 0.86% | 569.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 747.71K | SH | $374.15M 0.76% | 747.71K | 0.00 | 0.00 |
FOX CORPSOLE | CL B COM | 7.98M | SH | $373.89M 0.75% | 7.98M | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 2.38M | SH | $333.01M 0.67% | 2.38M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.28M | SH | $326.16M 0.66% | 1.28M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 896.40K | SH | $307.55M 0.62% | 896.40K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 423.29K | SH | $306.04M 0.62% | 423.29K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.22M | SH | $303.03M 0.61% | 2.22M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 686.38K | SH | $297.43M 0.60% | 686.38K | 0.00 | 0.00 |