PRINCETON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
12.1%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 21.59K | SH | $9.08M 4.60% | 0.00 | 0.00 | 21.59K |
ALPHABET INCSOLE | CAP STK CL C | 50.63K | SH | $7.71M 3.91% | 0.00 | 0.00 | 50.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.74K | SH | $7.04M 3.57% | 0.00 | 0.00 | 16.74K |
VISA INCSOLE | COM CL A | 24.38K | SH | $6.80M 3.45% | 0.00 | 0.00 | 24.38K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 16.02K | SH | $6.70M 3.39% | 0.00 | 0.00 | 16.02K |
ROSS STORES INCSOLE | COM | 45.20K | SH | $6.63M 3.36% | 0.00 | 0.00 | 45.20K |
HUBBELL INCSOLE | COM | 15.46K | SH | $6.42M 3.25% | 0.00 | 0.00 | 15.46K |
NVIDIA CORPORATIONSOLE | COM | 7.07K | SH | $6.39M 3.24% | 0.00 | 0.00 | 7.07K |
APPLE INCSOLE | COM | 33.54K | SH | $5.75M 2.92% | 0.00 | 0.00 | 33.54K |
ISHARES TRSOLE | MSCI EAFE ETF | 63.02K | SH | $5.03M 2.55% | 0.00 | 0.00 | 63.02K |
BROADCOM INCSOLE | COM | 3.58K | SH | $4.75M 2.41% | 0.00 | 0.00 | 3.58K |
ELI LILLY & COSOLE | COM | 5.64K | SH | $4.39M 2.22% | 0.00 | 0.00 | 5.64K |
QUALCOMM INCSOLE | COM | 25.50K | SH | $4.32M 2.19% | 0.00 | 0.00 | 25.50K |
INGERSOLL RAND INCSOLE | COM | 45.39K | SH | $4.31M 2.18% | 0.00 | 0.00 | 45.39K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 43.66K | SH | $4.12M 2.09% | 0.00 | 0.00 | 43.66K |
META PLATFORMS INCSOLE | CL A | 7.59K | SH | $3.69M 1.87% | 0.00 | 0.00 | 7.59K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 21.24K | SH | $3.60M 1.82% | 0.00 | 0.00 | 21.24K |
TJX COS INC NEWSOLE | COM | 34.56K | SH | $3.51M 1.78% | 0.00 | 0.00 | 34.56K |
AMAZON COM INCSOLE | COM | 18.16K | SH | $3.28M 1.66% | 0.00 | 0.00 | 18.16K |
SPDR GOLD TRSOLE | GOLD SHS | 15.64K | SH | $3.22M 1.63% | 0.00 | 0.00 | 15.64K |
ELEVANCE HEALTH INCSOLE | COM | 6.18K | SH | $3.21M 1.62% | 0.00 | 0.00 | 6.18K |
WELLS FARGO CO NEWSOLE | COM | 50.60K | SH | $2.93M 1.49% | 0.00 | 0.00 | 50.60K |
BRISTOL-MEYERS SQUIBB COSOLE | COM | 52.02K | SH | $2.82M 1.43% | 0.00 | 0.00 | 52.02K |
DISNEY WALT COSOLE | COM | 20.30K | SH | $2.48M 1.26% | 0.00 | 0.00 | 20.30K |
PACCAR INCSOLE | COM | 19.87K | SH | $2.46M 1.25% | 0.00 | 0.00 | 19.87K |