MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
21.8%
Voting Authority Distribution
Total shares with voting rights: 20.75B
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
20.75B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 510.13M | SH | $88.97B 4.72% | 0.00 | 0.00 | 510.13M |
APPLE INCDFND | COM | 331.44M | SH | $84.12B 4.46% | 0.00 | 0.00 | 331.44M |
MICROSOFT CORPDFND | COM | 167.49M | SH | $62.00B 3.29% | 0.00 | 0.00 | 167.49M |
BROADCOM INCDFND | COM | 128.42M | SH | $39.75B 2.11% | 0.00 | 0.00 | 128.42M |
ALPHABET INCDFND | CAP STK CL A | 96.54M | SH | $27.76B 1.47% | 0.00 | 0.00 | 96.54M |
AMAZON COM INCDFND | COM | 127.01M | SH | $26.45B 1.40% | 0.00 | 0.00 | 127.01M |
ALPHABET INCDFND | CAP STK CL C | 76.85M | SH | $22.05B 1.17% | 0.00 | 0.00 | 76.85M |
META PLATFORMS INCDFND | CL A | 37.86M | SH | $21.66B 1.15% | 0.00 | 0.00 | 37.86M |
EXXON MOBIL CORPDFND | COM | 115.63M | SH | $19.62B 1.04% | 0.00 | 0.00 | 115.63M |
ELI LILLY & CODFND | COM | 20.98M | SH | $19.29B 1.02% | 0.00 | 0.00 | 20.98M |
JPMORGAN CHASE & CODFND | COM | 65.58M | SH | $19.29B 1.02% | 0.00 | 0.00 | 65.58M |
TESLA INCDFND | COM | 49.25M | SH | $18.31B 0.97% | 0.00 | 0.00 | 49.25M |
JOHNSON & JOHNSONDFND | COM | 63.51M | SH | $15.53B 0.82% | 0.00 | 0.00 | 63.51M |
WALMART INCDFND | COM | 93.70M | SH | $11.64B 0.62% | 0.00 | 0.00 | 93.70M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 23.73M | SH | $11.37B 0.60% | 0.00 | 0.00 | 23.73M |
VISA INCDFND | COM CL A | 37.60M | SH | $11.37B 0.60% | 0.00 | 0.00 | 37.60M |
ABBVIE INCDFND | COM | 49.52M | SH | $10.77B 0.57% | 0.00 | 0.00 | 49.52M |
COSTCO WHOLESALE CORPORATIONDFND | COM | 10.71M | SH | $10.67B 0.57% | 0.00 | 0.00 | 10.71M |
MASTERCARD INCORPORATEDDFND | CL A | 19.43M | SH | $9.71B 0.51% | 0.00 | 0.00 | 19.43M |
CISCO SYS INCDFND | COM | 117.85M | SH | $9.14B 0.48% | 0.00 | 0.00 | 117.85M |
PROCTER & GAMBLE CODFND | COM | 62.85M | SH | $9.08B 0.48% | 0.00 | 0.00 | 62.85M |
CHEVRON CORPORATIONDFND | COM | 42.31M | SH | $8.75B 0.46% | 0.00 | 0.00 | 42.31M |
ORACLE CORPDFND | COM | 56.75M | SH | $8.35B 0.44% | 0.00 | 0.00 | 56.75M |
HOME DEPOT INCDFND | COM | 25.28M | SH | $8.31B 0.44% | 0.00 | 0.00 | 25.28M |
CATERPILLAR INCDFND | COM | 11.71M | SH | $8.29B 0.44% | 0.00 | 0.00 | 11.71M |