LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
14.0%
Top 10 weight
30.9%
Voting Authority Distribution
Total shares with voting rights: 3.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 104.11K | SH | $30.12M 5.54% | 0.00 | 0.00 | 104.11K |
ADVISORS SER TROTR | LOGAN CAP BRD IN | 332.52K | SH | $25.29M 4.65% | 0.00 | 0.00 | 332.52K |
NVIDIA CORPORATIONOTR | COM | 104.51K | SH | $20.91M 3.84% | 0.00 | 0.00 | 104.51K |
AMAZON COM INCOTR | COM | 74.02K | SH | $17.64M 3.24% | 0.00 | 0.00 | 74.02K |
BROADCOM INCOTR | COM | 45.70K | SH | $17.26M 3.17% | 0.00 | 0.00 | 45.70K |
ISHARES TROTR | RUS 1000 GRW ETF | 108.70K | SH | $13.50M 2.48% | 0.00 | 0.00 | 108.70K |
ALPHABET INCOTR | CAP STK CL A | 35.53K | SH | $12.70M 2.33% | 0.00 | 0.00 | 35.53K |
MICROSOFT CORPOTR | COM | 30.27K | SH | $11.29M 2.08% | 0.00 | 0.00 | 30.27K |
MICRON TECHNOLOGY INCOTR | COM | 8.39K | SH | $9.68M 1.78% | 0.00 | 0.00 | 8.39K |
CISCO SYS INCOTR | COM | 80.06K | SH | $9.40M 1.73% | 0.00 | 0.00 | 80.06K |
JOHNSON & JOHNSONOTR | COM | 35.44K | SH | $9.00M 1.65% | 0.00 | 0.00 | 35.44K |
ALPHABET INCOTR | CAP STK CL C | 24.39K | SH | $8.62M 1.58% | 0.00 | 0.00 | 24.39K |
META PLATFORMS INCOTR | CL A | 14.13K | SH | $7.96M 1.46% | 0.00 | 0.00 | 14.13K |
ABBVIE INCOTR | COM | 30.43K | SH | $7.66M 1.41% | 0.00 | 0.00 | 30.43K |
SHELL PLCOTR | SPON ADS | 98.22K | SH | $7.62M 1.40% | 0.00 | 0.00 | 98.22K |
FLEX LTDOTR | ORD | 46.10K | SH | $7.47M 1.37% | 0.00 | 0.00 | 46.10K |
CHEVRON CORPORATIONOTR | COM | 43.09K | SH | $7.14M 1.31% | 0.00 | 0.00 | 43.09K |
ADVANCED MICRO DEVICES INCOTR | COM | 12.29K | SH | $7.14M 1.31% | 0.00 | 0.00 | 12.29K |
JPMORGAN CHASE & COOTR | COM | 20.98K | SH | $6.87M 1.26% | 0.00 | 0.00 | 20.98K |
ELI LILLY & COOTR | COM | 5.38K | SH | $6.45M 1.19% | 0.00 | 0.00 | 5.38K |
MASTERCARD INCORPORATEDOTR | CL A | 12.50K | SH | $6.42M 1.18% | 0.00 | 0.00 | 12.50K |
PHILIP MORRIS INTL INCOTR | COM | 34.36K | SH | $6.22M 1.14% | 0.00 | 0.00 | 34.36K |
VERIZON COMMUNICATIONS INCOTR | COM | 141.83K | SH | $6.01M 1.10% | 0.00 | 0.00 | 141.83K |
SPDR SERIES TRUSTOTR | ST STR P500GRW | 47.21K | SH | $5.62M 1.03% | 0.00 | 0.00 | 47.21K |
US BANCORPOTR | COM NEW | 92.79K | SH | $5.60M 1.03% | 0.00 | 0.00 | 92.79K |