MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
16.8%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 62.44B
Full voting authority
9.10M
shares
Joint voting authority
4.88B
shares
No voting authority
57.56B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 2.27B | SH | $422.74B 6.13% | 57.35K | 152.48M | 2.11B |
APPLE INCDFND | COM | 1.43B | SH | $387.75B 5.62% | 93.44K | 93.50M | 1.33B |
MICROSOFT CORPSOLE | COM | 717.94M | SH | $347.21B 5.03% | 30.79K | 46.90M | 671.01M |
AMAZON COM INCDFND | COM | 845.40M | SH | $195.14B 2.83% | 40.13K | 61.08M | 784.28M |
BROADCOM INCSOLE | COM | 482.71M | SH | $167.06B 2.42% | 14.54K | 29.82M | 452.87M |
ALPHABET INCDFND | CAP STK CL A | 528.97M | SH | $165.57B 2.40% | 24.81K | 36.60M | 492.34M |
ALPHABET INCDFND | CAP STK CL C | 421.01M | SH | $132.11B 1.92% | 36.16K | 29.39M | 391.59M |
META PLATFORMS INCSOLE | CL A | 200M | SH | $132.02B 1.91% | 2.11K | 13.78M | 186.21M |
TESLA INCDFND | COM | 258.93M | SH | $116.44B 1.69% | 750.00 | 17.86M | 241.06M |
ELI LILLY & CODFND | COM | 81.97M | SH | $88.09B 1.28% | 5.58K | 5.12M | 76.84M |
JPMORGAN CHASE & CO.DFND | COM | 265.76M | SH | $85.63B 1.24% | 16.26K | 16.18M | 249.56M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 157.10M | SH | $78.97B 1.14% | 14.29K | 10.98M | 146.11M |
VISA INCDFND | COM CL A | 160.98M | SH | $56.46B 0.82% | 7.47K | 10.77M | 150.20M |
EXXON MOBIL CORPSOLE | COM | 429.76M | SH | $51.72B 0.75% | 21.60K | 26.17M | 403.57M |
JOHNSON & JOHNSONDFND | COM | 240.35M | SH | $49.74B 0.72% | 21.48K | 14.77M | 225.56M |
WALMART INCDFND | COM | 439.96M | SH | $49.02B 0.71% | 7.39K | 26.90M | 413.05M |
MASTERCARD INCORPORATEDDFND | CL A | 79.90M | SH | $45.61B 0.66% | 3.77K | 5.22M | 74.67M |
ABBVIE INCDFND | COM | 180.78M | SH | $41.31B 0.60% | 37.23K | 11.29M | 169.45M |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 215.44M | SH | $38.30B 0.56% | 52.00 | 14.36M | 201.08M |
COSTCO WHSL CORP NEWDFND | COM | 43.62M | SH | $37.62B 0.55% | 6.31K | 2.83M | 40.79M |
NETFLIX INCDFND | COM | 390.01M | SH | $36.57B 0.53% | 2.03K | 27.03M | 362.99M |
BANK AMERICA CORPDFND | COM | 651.08M | SH | $35.81B 0.52% | 18K | 39.15M | 611.91M |
HOME DEPOT INCDFND | COM | 99.64M | SH | $34.28B 0.50% | 8.18K | 6.31M | 93.32M |
ORACLE CORPDFND | COM | 174.80M | SH | $34.07B 0.49% | 10.03K | 10.76M | 164.03M |
PROCTER AND GAMBLE CODFND | COM | 237.46M | SH | $34.03B 0.49% | 16.62K | 14.55M | 222.89M |