MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
17.2%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 34.91B
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
34.91B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 1.54B | SH | $268.52B 6.72% | 0.00 | 0.00 | 1.54B |
APPLE INCDFND | COM | 953.85M | SH | $241.72B 6.05% | 0.00 | 0.00 | 953.85M |
MICROSOFT CORPDFND | COM | 482.56M | SH | $178.63B 4.47% | 0.00 | 0.00 | 482.56M |
AMAZON COM INCDFND | COM | 631.18M | SH | $131.46B 3.29% | 0.00 | 0.00 | 631.18M |
ALPHABET INCDFND | CAP STK CL A | 378.26M | SH | $108.77B 2.72% | 0.00 | 0.00 | 378.26M |
BROADCOM INCDFND | COM | 308.02M | SH | $95.33B 2.39% | 0.00 | 0.00 | 308.02M |
ALPHABET INCDFND | CAP STK CL C | 302.26M | SH | $86.71B 2.17% | 0.00 | 0.00 | 302.26M |
META PLATFORMS INCDFND | CL A | 142.14M | SH | $81.32B 2.04% | 0.00 | 0.00 | 142.14M |
TESLA INCDFND | COM | 182.85M | SH | $67.97B 1.70% | 0.00 | 0.00 | 182.85M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 117.42M | SH | $56.27B 1.41% | 0.00 | 0.00 | 117.42M |
ELI LILLY & CODFND | COM | 53.36M | SH | $49.08B 1.23% | 0.00 | 0.00 | 53.36M |
JPMORGAN CHASE & CODFND | COM | 165.28M | SH | $48.62B 1.22% | 0.00 | 0.00 | 165.28M |
EXXON MOBIL CORPDFND | COM | 271.20M | SH | $46.01B 1.15% | 0.00 | 0.00 | 271.20M |
JOHNSON & JOHNSONDFND | COM | 156.61M | SH | $38.28B 0.96% | 0.00 | 0.00 | 156.61M |
WALMART INCDFND | COM | 284.85M | SH | $35.40B 0.89% | 0.00 | 0.00 | 284.85M |
VISA INCDFND | COM CL A | 107.01M | SH | $32.34B 0.81% | 0.00 | 0.00 | 107.01M |
COSTCO WHOLESALE CORPORATIONDFND | COM | 28.85M | SH | $28.74B 0.72% | 0.00 | 0.00 | 28.85M |
NETFLIX INC.DFND | COM | 274.40M | SH | $26.38B 0.66% | 0.00 | 0.00 | 274.40M |
MASTERCARD INCORPORATEDDFND | CL A | 52.34M | SH | $26.15B 0.65% | 0.00 | 0.00 | 52.34M |
CHEVRON CORPORATIONDFND | COM | 122.48M | SH | $25.34B 0.63% | 0.00 | 0.00 | 122.48M |
ABBVIE INCDFND | COM | 114.88M | SH | $24.99B 0.63% | 0.00 | 0.00 | 114.88M |
MICRON TECHNOLOGY INCDFND | COM | 73.14M | SH | $24.71B 0.62% | 0.00 | 0.00 | 73.14M |
PROCTER & GAMBLE CODFND | COM | 151.05M | SH | $21.82B 0.55% | 0.00 | 0.00 | 151.05M |
ADVANCED MICRO DEVICES INCDFND | COM | 105.94M | SH | $21.55B 0.54% | 0.00 | 0.00 | 105.94M |
CATERPILLAR INCDFND | COM | 30.23M | SH | $21.42B 0.54% | 0.00 | 0.00 | 30.23M |