NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
30.1%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 581.28K
Full voting authority
581.28K
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 59.53K | SH | $11.46M 12.38% | 59.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30.18K | SH | $11.35M 12.26% | 30.18K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 10.29K | SH | $5.10M 5.51% | 10.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 23.20K | SH | $3.24M 3.50% | 23.20K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 11.28K | SH | $2.80M 3.03% | 11.28K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.81K | SH | $2.02M 2.19% | 1.81K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 3.80K | SH | $2.00M 2.16% | 3.80K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.27K | SH | $1.91M 2.06% | 3.27K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.81K | SH | $1.54M 1.66% | 9.81K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 3.37K | SH | $1.44M 1.55% | 3.37K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 9.68K | SH | $1.42M 1.53% | 9.68K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.06K | SH | $1.41M 1.52% | 4.06K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.56K | SH | $1.19M 1.28% | 4.56K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 10.23K | SH | $1.12M 1.21% | 10.23K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 7.21K | SH | $1.12M 1.21% | 7.21K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 1.85K | SH | $1.10M 1.19% | 1.85K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 3.92K | SH | $1.03M 1.11% | 3.92K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 6.54K | SH | $964.2K 1.04% | 6.54K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 28.10K | SH | $946.2K 1.02% | 28.10K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 2.53K | SH | $886.4K 0.96% | 2.53K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.75K | SH | $854.5K 0.92% | 1.75K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 16.82K | SH | $845.3K 0.91% | 16.82K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 22.34K | SH | $842.1K 0.91% | 22.34K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 16.57K | SH | $837.1K 0.90% | 16.57K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.54K | SH | $819.7K 0.89% | 1.54K | 0.00 | 0.00 |