CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
40.7%
Top 10 weight
78.8%
Voting Authority Distribution
Total shares with voting rights: 126.02K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
126.02K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | COM | 35.36K | SH | $4.75M 17.72% | 0.00 | 0.00 | 35.36K |
SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 5.32K | SH | $3.12M 11.65% | 0.00 | 0.00 | 5.32K |
TESLA INC COMSOLE | COM | 7.54K | SH | $3.04M 11.36% | 0.00 | 0.00 | 7.54K |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 5.40K | SH | $2.91M 10.85% | 0.00 | 0.00 | 5.40K |
APPLE INC COMSOLE | COM | 8.52K | SH | $2.13M 7.96% | 0.00 | 0.00 | 8.52K |
INVESCO QQQ TRUST SERIES ISOLE | UNIT SER 1 | 2.80K | SH | $1.43M 5.34% | 0.00 | 0.00 | 2.80K |
MICROSOFT CORP COMSOLE | COM | 2.55K | SH | $1.07M 4.01% | 0.00 | 0.00 | 2.55K |
AMAZON COM INC COMSOLE | COM | 4.43K | SH | $971.7K 3.63% | 0.00 | 0.00 | 4.43K |
ELI LILLY & CO COMSOLE | COM | 1.14K | SH | $879.3K 3.28% | 0.00 | 0.00 | 1.14K |
ENERGY SELECT SECTOR SPDR FUNDSOLE | ENERGY | 9.44K | SH | $809.0K 3.02% | 0.00 | 0.00 | 9.44K |
VANECK SEMICONDUCTOR ETFSOLE | SEMICONDUCTR ETF | 3.26K | SH | $789.7K 2.95% | 0.00 | 0.00 | 3.26K |
ZEBRA TECHNOLOGIES CORPORATION CL ASOLE | CL A | 1.66K | SH | $641.9K 2.40% | 0.00 | 0.00 | 1.66K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 1.25K | SH | $568.4K 2.12% | 0.00 | 0.00 | 1.25K |
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFSOLE | AUTNMUS TECHNLGY | 6.89K | SH | $531.9K 1.99% | 0.00 | 0.00 | 6.89K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | S&P500 EQL WGT | 2.87K | SH | $502.4K 1.88% | 0.00 | 0.00 | 2.87K |
PURE STORAGE INC CL ASOLE | CL A | 7.51K | SH | $461.5K 1.72% | 0.00 | 0.00 | 7.51K |
FORTINET INC COMSOLE | COM | 4.15K | SH | $392.1K 1.46% | 0.00 | 0.00 | 4.15K |
PALANTIR TECHNOLOGIES INC CL ASOLE | CL A | 4.76K | SH | $360.4K 1.35% | 0.00 | 0.00 | 4.76K |
VEEVA SYS INC CL A COMSOLE | COM | 1.67K | SH | $351.1K 1.31% | 0.00 | 0.00 | 1.67K |
ASTRAZENECA PLC SPONSORED ADRSOLE | SPONSORED ADR | 4.59K | SH | $300.7K 1.12% | 0.00 | 0.00 | 4.59K |
ISHARES RUSSELL 2000 ETFSOLE | RUSSELL 2000 ETF | 1.20K | SH | $264.0K 0.99% | 0.00 | 0.00 | 1.20K |
ARK NEXT GENERATION INTERNET ETFSOLE | NEXT GNRTN INTER | 2.40K | SH | $259.2K 0.97% | 0.00 | 0.00 | 2.40K |
ALPHABET INC CAP STK CL ASOLE | CAP STK CL A | 1.31K | SH | $248.4K 0.93% | 0.00 | 0.00 | 1.31K |