RADNOR, PA
Allocation by class
Portfolio Concentration
Top 3 weight
17.0%
Top 10 weight
37.6%
Voting Authority Distribution
Total shares with voting rights: 1.24M
Full voting authority
1.21M
shares
Joint voting authority
26.75K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFTSOLE | COM | 19.33K | SH | $9.0K 5.89% | 19.33K | 0.00 | 0.00 |
APPLESOLE | COM | 27.98K | SH | $8.6K 5.67% | 27.98K | 0.00 | 0.00 |
NVIDIASOLE | COM | 41.21K | SH | $8.3K 5.43% | 41.21K | 0.00 | 0.00 |
AMAZONSOLE | COM | 26.75K | SH | $7.3K 4.77% | 26.75K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 17.26K | SH | $6.7K 4.41% | 17.26K | 0.00 | 0.00 |
ALPHABET CLASS ASOLE | COM | 14.08K | SH | $5.0K 3.29% | 14.08K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | COM | 11.92K | SH | $4.3K 2.79% | 11.92K | 0.00 | 0.00 |
META PLATFORMS INC.SOLE | COM | 6.27K | SH | $3.5K 2.29% | 6.27K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 2.92K | SH | $2.4K 1.57% | 2.92K | 0.00 | 0.00 |
LAM RESEARCHSOLE | COM | 7.77K | SH | $2.3K 1.49% | 7.77K | 0.00 | 0.00 |
NIKESOLE | COM | 53.23K | SH | $2.2K 1.46% | 53.23K | 0.00 | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 4.55K | SH | $2.2K 1.42% | 4.55K | 0.00 | 0.00 |
JPMORGANSOLE | COM | 6.03K | SH | $2.1K 1.39% | 6.03K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 1.78K | SH | $2.0K 1.34% | 1.78K | 0.00 | 0.00 |
KLA-TENCORSOLE | COM | 10.75K | SH | $2.0K 1.29% | 10.75K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 3.47K | SH | $1.8K 1.16% | 3.47K | 0.00 | 0.00 |
ORACLESOLE | COM | 12.44K | SH | $1.6K 1.06% | 12.44K | 0.00 | 0.00 |
TESLASOLE | COM | 4.62K | SH | $1.4K 0.94% | 4.62K | 0.00 | 0.00 |
SERVICENOWSOLE | COM | 12.60K | SH | $1.4K 0.92% | 12.60K | 0.00 | 0.00 |
SALESFORCE.COMSOLE | COM | 7.32K | SH | $1.3K 0.88% | 7.32K | 0.00 | 0.00 |
ADOBESOLE | COM | 5.21K | SH | $1.3K 0.86% | 5.21K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 12.21K | SH | $1.3K 0.85% | 12.21K | 0.00 | 0.00 |
UBER TECHNOLOGIESSOLE | COM | 16.83K | SH | $1.2K 0.78% | 16.83K | 0.00 | 0.00 |
WALMARTSOLE | COM | 10.58K | SH | $1.2K 0.77% | 10.58K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 2.78K | SH | $1.2K 0.75% | 2.78K | 0.00 | 0.00 |