PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
38.0%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 3.42M
Full voting authority
3.39M
shares
Joint voting authority
0.00
shares
No voting authority
32.68K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet Inc. - Class CSOLE | Com | 224.64K | SH | $64.44M 15.50% | 224.44K | 0.00 | 200.00 |
Amazon.comSOLE | Com | 233.18K | SH | $48.56M 11.68% | 230.73K | 0.00 | 2.45K |
Visa Inc.SOLE | Com | 149.12K | SH | $45.07M 10.84% | 147.34K | 0.00 | 1.77K |
Alphabet Inc. - Class ASOLE | Com | 140.80K | SH | $40.49M 9.74% | 136.95K | 0.00 | 3.85K |
Netflix Inc.SOLE | Com | 386.52K | SH | $37.16M 8.94% | 383.43K | 0.00 | 3.10K |
Uber Technologies Inc.SOLE | Com | 338.18K | SH | $24.33M 5.85% | 335.15K | 0.00 | 3.02K |
NVR Inc.SOLE | Com | 2.89K | SH | $19.06M 4.58% | 2.86K | 0.00 | 32.00 |
The Baldwin Insurance Group,SOLE | Com | 773.35K | SH | $16.97M 4.08% | 763.64K | 0.00 | 9.70K |
Meta Platforms Inc.SOLE | Com | 29.45K | SH | $16.85M 4.05% | 29.18K | 0.00 | 275.00 |
Intuit Inc.SOLE | Com | 38.94K | SH | $16.84M 4.05% | 38.71K | 0.00 | 225.00 |
JP Morgan Chase & Co.SOLE | Com | 50.22K | SH | $14.77M 3.55% | 49.47K | 0.00 | 750.00 |
Capital One FinancialSOLE | Com | 75.99K | SH | $13.86M 3.33% | 75.29K | 0.00 | 700.00 |
Fiserv, Inc.SOLE | Com | 162.97K | SH | $9.09M 2.19% | 161.56K | 0.00 | 1.40K |
Berkshire Hathaway Inc. ClasSOLE | Com | 18.07K | SH | $8.66M 2.08% | 17.98K | 0.00 | 100.00 |
Titan America SASOLE | Com | 535.51K | SH | $8.02M 1.93% | 533.01K | 0.00 | 2.50K |
Starbucks Corp.SOLE | Com | 83.72K | SH | $7.50M 1.80% | 82.97K | 0.00 | 750.00 |
United Health Group Inc.SOLE | Com | 22.89K | SH | $6.19M 1.49% | 22.69K | 0.00 | 200.00 |
Elevance Health, Inc.SOLE | Com | 20.59K | SH | $6.03M 1.45% | 20.43K | 0.00 | 150.00 |
Caesars Entertainment Inc.SOLE | Com | 88.72K | SH | $2.35M 0.56% | 87.22K | 0.00 | 1.50K |
Deckers Outdoor CorpSOLE | Com | 22.50K | SH | $2.25M 0.54% | 22.50K | 0.00 | 0.00 |
Berkshire Hathaway Inc. ClasSOLE | Com | 2.00 | SH | $1.44M 0.35% | 2.00 | 0.00 | 0.00 |
First Citizens BancShares, ISOLE | Com | 686.00 | SH | $1.29M 0.31% | 686.00 | 0.00 | 0.00 |
Airbnb, Inc.SOLE | Com | 10K | SH | $1.26M 0.30% | 10K | 0.00 | 0.00 |
S&P Global Inc.SOLE | Com | 2.50K | SH | $1.06M 0.26% | 2.50K | 0.00 | 0.00 |
T-Mobile US Inc.SOLE | Com | 4.60K | SH | $966.1K 0.23% | 4.60K | 0.00 | 0.00 |