LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 100.03K | SH | $25.39M 5.72% | 0.00 | 0.00 | 100.03K |
ADVISORS SER TROTR | LOGAN CAP BRD IN | 318.88K | SH | $18.82M 4.24% | 0.00 | 0.00 | 318.88K |
NVIDIA CORPORATIONOTR | COM | 97.21K | SH | $16.95M 3.82% | 0.00 | 0.00 | 97.21K |
AMAZON COM INCOTR | COM | 67.24K | SH | $14.00M 3.16% | 0.00 | 0.00 | 67.24K |
BROADCOM INCOTR | COM | 41.87K | SH | $12.96M 2.92% | 0.00 | 0.00 | 41.87K |
ISHARES TROTR | RUS 1000 GRW ETF | 29.67K | SH | $12.65M 2.85% | 0.00 | 0.00 | 29.67K |
MICROSOFT CORPOTR | COM | 30.39K | SH | $11.25M 2.54% | 0.00 | 0.00 | 30.39K |
ALPHABET INCOTR | CAP STK CL A | 31.34K | SH | $9.01M 2.03% | 0.00 | 0.00 | 31.34K |
SHELL PLCOTR | SPON ADS | 94.31K | SH | $8.77M 1.98% | 0.00 | 0.00 | 94.31K |
CHEVRON CORPORATIONOTR | COM | 42.17K | SH | $8.73M 1.97% | 0.00 | 0.00 | 42.17K |
JOHNSON & JOHNSONOTR | COM | 34.74K | SH | $8.49M 1.91% | 0.00 | 0.00 | 34.74K |
META PLATFORMS INCOTR | CL A | 13.33K | SH | $7.62M 1.72% | 0.00 | 0.00 | 13.33K |
VERIZON COMMUNICATIONS INCOTR | COM | 140.24K | SH | $7.04M 1.59% | 0.00 | 0.00 | 140.24K |
CISCO SYS INCOTR | COM | 90.33K | SH | $7.01M 1.58% | 0.00 | 0.00 | 90.33K |
ALPHABET INCOTR | CAP STK CL C | 22.71K | SH | $6.52M 1.47% | 0.00 | 0.00 | 22.71K |
ABBVIE INCOTR | COM | 29.53K | SH | $6.42M 1.45% | 0.00 | 0.00 | 29.53K |
MASTERCARD INCORPORATEDOTR | CL A | 12.14K | SH | $6.07M 1.37% | 0.00 | 0.00 | 12.14K |
PEPSICO INCOTR | COM | 38.63K | SH | $6.00M 1.35% | 0.00 | 0.00 | 38.63K |
JPMORGAN CHASE & COOTR | COM | 20.17K | SH | $5.93M 1.34% | 0.00 | 0.00 | 20.17K |
AT&T INCOTR | COM | 203.18K | SH | $5.89M 1.33% | 0.00 | 0.00 | 203.18K |
NETFLIX INC.OTR | COM | 60.41K | SH | $5.81M 1.31% | 0.00 | 0.00 | 60.41K |
PFIZER INCOTR | COM | 200.40K | SH | $5.63M 1.27% | 0.00 | 0.00 | 200.40K |
PHILIP MORRIS INTL INCOTR | COM | 33.52K | SH | $5.54M 1.25% | 0.00 | 0.00 | 33.52K |
MONDELEZ INTL INCOTR | CL A | 87.75K | SH | $5.06M 1.14% | 0.00 | 0.00 | 87.75K |
WELLS FARGO & COOTR | COM | 61.36K | SH | $4.88M 1.10% | 0.00 | 0.00 | 61.36K |