CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 11.83M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.83M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc ComSOLE | COMMON STOCKS | 320.17K | SH | $92.6K 5.81% | 0.00 | 0.00 | 320.17K |
JPMorgan U.S. Tech Leaders ETFSOLE | EXCHANGE TRADED F | 700.91K | SH | $78.2K 4.91% | 0.00 | 0.00 | 700.91K |
Nvidia CorpSOLE | COMMON STOCKS | 379.84K | SH | $76.0K 4.77% | 0.00 | 0.00 | 379.84K |
Alphabet Inc Class C Common ShSOLE | COMMON STOCKS | 181.50K | SH | $64.1K 4.02% | 0.00 | 0.00 | 181.50K |
Ishares Tr S&P 500 Index FdSOLE | EXCHANGE TRADED F | 71.45K | SH | $53.5K 3.36% | 0.00 | 0.00 | 71.45K |
Morgan Stanley IncSOLE | COMMON STOCKS | 247.02K | SH | $51.6K 3.24% | 0.00 | 0.00 | 247.02K |
Amazon Com IncSOLE | COMMON STOCKS | 210.62K | SH | $50.2K 3.15% | 0.00 | 0.00 | 210.62K |
Broadcom IncSOLE | COMMON STOCKS | 122.83K | SH | $46.4K 2.91% | 0.00 | 0.00 | 122.83K |
Citigroup IncSOLE | COMMON STOCKS | 328K | SH | $45.9K 2.88% | 0.00 | 0.00 | 328K |
JP Morgan Chase & CoSOLE | COMMON STOCKS | 133.40K | SH | $43.7K 2.74% | 0.00 | 0.00 | 133.40K |
Churchill Downs IncSOLE | COMMON STOCKS | 398.18K | SH | $35.7K 2.24% | 0.00 | 0.00 | 398.18K |
Energy Select Sector SPDR ETFSOLE | EXCHANGE TRADED F | 630.73K | SH | $33.5K 2.10% | 0.00 | 0.00 | 630.73K |
Micron Technology IncSOLE | COMMON STOCKS | 28.28K | SH | $32.6K 2.05% | 0.00 | 0.00 | 28.28K |
GE Vernova IncSOLE | COMMON STOCKS | 26.97K | SH | $31.7K 1.99% | 0.00 | 0.00 | 26.97K |
Ishares Tr MSCI IndexSOLE | EXCHANGE TRADED F | 290.58K | SH | $30.2K 1.89% | 0.00 | 0.00 | 290.58K |
Meta Platforms IncSOLE | COMMON STOCKS | 52.24K | SH | $29.4K 1.85% | 0.00 | 0.00 | 52.24K |
Bank of America CorpSOLE | COMMON STOCKS | 513.42K | SH | $29.3K 1.84% | 0.00 | 0.00 | 513.42K |
JPMorgan International Rsrch ESOLE | EXCHANGE TRADED F | 330.84K | SH | $27.3K 1.71% | 0.00 | 0.00 | 330.84K |
Visa Inc Class A SharesSOLE | COMMON STOCKS | 79.14K | SH | $27.2K 1.70% | 0.00 | 0.00 | 79.14K |
Caterpillar IncSOLE | COMMON STOCKS | 25.12K | SH | $26.8K 1.68% | 0.00 | 0.00 | 25.12K |
Health Care Select Sector SPDRSOLE | EXCHANGE TRADED F | 167.88K | SH | $26.6K 1.67% | 0.00 | 0.00 | 167.88K |
iShares MSCI Emerging Mkts exSOLE | EXCHANGE TRADED F | 239.24K | SH | $24.5K 1.54% | 0.00 | 0.00 | 239.24K |
Taiwan Semiconductor Mfg CoSOLE | COMMON STOCKS | 51.18K | SH | $24.4K 1.53% | 0.00 | 0.00 | 51.18K |
Lam Research CorpSOLE | COMMON STOCKS | 55.21K | SH | $23.9K 1.50% | 0.00 | 0.00 | 55.21K |
Eli Lilly & CoSOLE | COMMON STOCKS | 19.28K | SH | $23.1K 1.45% | 0.00 | 0.00 | 19.28K |