AVENTURA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
31.0%
Top 10 weight
69.1%
Voting Authority Distribution
Total shares with voting rights: 2.34M
Full voting authority
2.34M
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 83.72K | SH | $24.07M 11.00% | 83.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 38.41K | SH | $21.97M 10.04% | 38.41K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 45.57K | SH | $21.84M 9.98% | 45.57K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.41M | SH | $20.32M 9.29% | 1.41M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 47.38K | SH | $14.33M 6.55% | 47.38K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 43.42K | SH | $12.77M 5.84% | 43.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.53K | SH | $10.19M 4.66% | 27.53K | 0.00 | 0.00 |
TAIWAN SEMISOLE | COM | 26.42K | SH | $8.93M 4.08% | 26.42K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 27.70K | SH | $8.37M 3.83% | 27.70K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 28.38K | SH | $8.31M 3.80% | 28.38K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 31.41K | SH | $7.42M 3.39% | 31.41K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 80.35K | SH | $7.42M 3.39% | 80.35K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 49.31K | SH | $5.97M 2.73% | 49.31K | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 118.86K | SH | $5.79M 2.65% | 118.86K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 20.86K | SH | $5.65M 2.58% | 20.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.96K | SH | $5.57M 2.55% | 21.96K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 67.77K | SH | $5.40M 2.47% | 67.77K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.08K | SH | $4.55M 2.08% | 1.08K | 0.00 | 0.00 |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 16.89K | SH | $4.11M 1.88% | 16.89K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 7.19K | SH | $4.05M 1.85% | 7.19K | 0.00 | 0.00 |
ON HLDG AG NAMEN AKT ASOLE | COM | 115.69K | SH | $3.94M 1.80% | 115.69K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 4.62K | SH | $2.24M 1.02% | 4.62K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 4.19K | SH | $1.56M 0.71% | 4.19K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.77K | SH | $1.15M 0.53% | 1.77K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 4.20K | SH | $666.0K 0.30% | 4.20K | 0.00 | 0.00 |