PASADENA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
11.4%
Top 10 weight
30.6%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Full voting authority
4.27M
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 |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 83.95K | SH | $25.98M 4.26% | 83.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 79.33K | SH | $22.81M 3.74% | 79.33K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 69.46K | SH | $20.43M 3.35% | 69.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 54.49K | SH | $20.17M 3.31% | 54.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 19.78K | SH | $18.19M 2.99% | 19.78K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 74.07K | SH | $18.11M 2.97% | 74.07K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 28.63K | SH | $17.30M 2.84% | 28.63K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 209.71K | SH | $16.27M 2.67% | 209.71K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 56.01K | SH | $14.21M 2.33% | 56.01K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 100.49K | SH | $13.17M 2.16% | 100.49K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 62.39K | SH | $12.91M 2.12% | 62.39K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 348.64K | SH | $11.69M 1.92% | 348.64K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 84.97K | SH | $11.55M 1.90% | 84.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.29K | SH | $11.16M 1.83% | 23.29K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 39.74K | SH | $11.10M 1.82% | 39.74K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 86.20K | SH | $10.71M 1.76% | 86.20K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 27.07K | SH | $9.29M 1.52% | 27.07K | 0.00 | 0.00 |
BHP BILLITON LIMITEDSOLE | SPONSORED ADS | 118.04K | SH | $8.59M 1.41% | 118.04K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 35.73K | SH | $8.08M 1.33% | 35.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12K | SH | $7.84M 1.29% | 12K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 47.32K | SH | $7.82M 1.28% | 47.32K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 4.48K | SH | $7.75M 1.27% | 4.48K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 20.71K | SH | $7.41M 1.22% | 20.71K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 171.29K | SH | $7.29M 1.20% | 171.29K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 46K | SH | $7.24M 1.19% | 46K | 0.00 | 0.00 |