INDIAN ROCKS BEACH, FL
Allocation by class
Portfolio Concentration
Top 3 weight
36.3%
Top 10 weight
88.9%
Voting Authority Distribution
Total shares with voting rights: 736.02K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
736.02K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 85.87K | SH | $24.63M 14.43% | 0.00 | 0.00 | 85.87K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.08K | SH | $18.73M 10.97% | 0.00 | 0.00 | 39.08K |
WALMART INCSOLE | COM | 149.34K | SH | $18.56M 10.87% | 0.00 | 0.00 | 149.34K |
DEERE & COSOLE | COM | 29.33K | SH | $16.52M 9.68% | 0.00 | 0.00 | 29.33K |
MICROSOFT CORPSOLE | COM | 35.66K | SH | $13.20M 7.73% | 0.00 | 0.00 | 35.66K |
WASTE MGMT INC DELSOLE | COM | 54.30K | SH | $12.48M 7.31% | 0.00 | 0.00 | 54.30K |
APPLE INCSOLE | COM | 49.06K | SH | $12.45M 7.29% | 0.00 | 0.00 | 49.06K |
AMAZON COM INCSOLE | COM | 56.86K | SH | $11.84M 6.94% | 0.00 | 0.00 | 56.86K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 11.80K | SH | $11.76M 6.89% | 0.00 | 0.00 | 11.80K |
TJX COS INC NEWSOLE | COM | 73.12K | SH | $11.68M 6.84% | 0.00 | 0.00 | 73.12K |
HOME DEPOT INCSOLE | COM | 17.89K | SH | $5.88M 3.45% | 0.00 | 0.00 | 17.89K |
CROCS INCSOLE | COM | 63.11K | SH | $5.24M 3.07% | 0.00 | 0.00 | 63.11K |
META PLATFORMS INCSOLE | CL A | 8.37K | SH | $4.79M 2.81% | 0.00 | 0.00 | 8.37K |
FASTENAL COSOLE | COM | 61.91K | SH | $2.87M 1.68% | 0.00 | 0.00 | 61.91K |
MARRIOTT INTL INC NEWSOLE | CL A | 218.00 | SH | $71.3K 0.04% | 0.00 | 0.00 | 218.00 |
TESLA INCSOLE | COM | 111.00 | SH | $41.3K 0.02% | 0.00 | 0.00 | 111.00 |