MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 4.07B
Full voting authority
4.07B
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 138.27M | SH | $24.11B 6.16% | 138.27M | 0.00 | 0.00 |
APPLE INCDFND | COM | 84.19M | SH | $21.37B 5.46% | 84.19M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 42.63M | SH | $15.78B 4.03% | 42.63M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 55.66M | SH | $11.59B 2.96% | 55.66M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 33.21M | SH | $9.55B 2.44% | 33.21M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 27.24M | SH | $8.43B 2.15% | 27.24M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 26.64M | SH | $7.64B 1.95% | 26.64M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 12.53M | SH | $7.17B 1.83% | 12.53M | 0.00 | 0.00 |
TESLA INCDFND | COM | 16.19M | SH | $6.02B 1.54% | 16.19M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 10.25M | SH | $4.91B 1.25% | 10.25M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 4.62M | SH | $4.25B 1.08% | 4.62M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 14.10M | SH | $4.15B 1.06% | 14.10M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 23.52M | SH | $3.99B 1.02% | 23.52M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 13.56M | SH | $3.32B 0.85% | 13.56M | 0.00 | 0.00 |
WALMART INCDFND | COM | 24.73M | SH | $3.07B 0.78% | 24.73M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 9.70M | SH | $2.93B 0.75% | 9.70M | 0.00 | 0.00 |
ASTRAZENECA PLCDFND | ORD | 13.20M | SH | $2.58B 0.66% | 13.20M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONDFND | COM | 2.56M | SH | $2.55B 0.65% | 2.56M | 0.00 | 0.00 |
NETFLIX INC.DFND | COM | 24.37M | SH | $2.34B 0.60% | 24.37M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 4.68M | SH | $2.34B 0.60% | 4.68M | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 10.20M | SH | $2.22B 0.57% | 10.20M | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COM | 10.57M | SH | $2.19B 0.56% | 10.57M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 6.33M | SH | $2.14B 0.55% | 6.33M | 0.00 | 0.00 |
ROYAL BK CDADFND | COM | 12.31M | SH | $1.99B 0.51% | 12.31M | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 13.07M | SH | $1.91B 0.49% | 13.07M | 0.00 | 0.00 |