COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 259.72M
Full voting authority
259.72M
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 CORPSOLE | COM_STK | 9.07M | SH | $1.58B 6.28% | 9.07M | 0.00 | 0.00 |
APPLE INCSOLE | COM_STK | 5.05M | SH | $1.28B 5.09% | 5.05M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM_STK | 2.71M | SH | $1.00B 3.99% | 2.71M | 0.00 | 0.00 |
AMAZONCOM INCSOLE | COM_STK | 3.65M | SH | $759.90M 3.01% | 3.65M | 0.00 | 0.00 |
ALPHABET INCCL CSOLE | COM_STK | 2.09M | SH | $598.12M 2.37% | 2.09M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM_STK | 1.91M | SH | $590.18M 2.34% | 1.91M | 0.00 | 0.00 |
ALPHABET INCCL ASOLE | COM_STK | 1.88M | SH | $541.33M 2.15% | 1.88M | 0.00 | 0.00 |
META PLATFORMS INCCLASS ASOLE | COM_STK | 802.94K | SH | $459.39M 1.82% | 802.94K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM_STK | 2M | SH | $338.86M 1.34% | 2M | 0.00 | 0.00 |
JPMORGAN CHASE COSOLE | COM_STK | 1.10M | SH | $322.70M 1.28% | 1.10M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCCL BSOLE | COM_STK | 630.10K | SH | $301.95M 1.20% | 630.10K | 0.00 | 0.00 |
ELI LILLY COSOLE | COM_STK | 320.47K | SH | $294.76M 1.17% | 320.47K | 0.00 | 0.00 |
TESLA INCSOLE | COM_STK | 762.14K | SH | $283.33M 1.12% | 762.14K | 0.00 | 0.00 |
MASTERCARD INC ASOLE | COM_STK | 462.27K | SH | $230.98M 0.92% | 462.27K | 0.00 | 0.00 |
GOLUB CAPITAL BDC INCSOLE | COM_STK | 17.14M | SH | $217.00M 0.86% | 17.14M | 0.00 | 0.00 |
JOHNSON JOHNSONSOLE | COM_STK | 798.55K | SH | $195.20M 0.77% | 798.55K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM_STK | 10.50M | SH | $189.21M 0.75% | 10.50M | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM_STK | 814.97K | SH | $168.62M 0.67% | 814.97K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM_STK | 767.29K | SH | $166.88M 0.66% | 767.29K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM_STK | 1.68M | SH | $161.48M 0.64% | 1.68M | 0.00 | 0.00 |
WALMART INCSOLE | COM_STK | 1.23M | SH | $153.09M 0.61% | 1.23M | 0.00 | 0.00 |
Welltower IncSOLE | REIT | 725.24K | SH | $143.39M 0.57% | 725.24K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM_STK | 164.01K | SH | $143.17M 0.57% | 164.01K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM_STK | 423.34K | SH | $143.02M 0.57% | 423.34K | 0.00 | 0.00 |
VISA INCCLASS A SHARESSOLE | COM_STK | 464.43K | SH | $140.37M 0.56% | 464.43K | 0.00 | 0.00 |