STUART, FL
Allocation by class
Portfolio Concentration
Top 3 weight
18.1%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 1.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 44.04K | SH | $15.74M 6.60% | 0.00 | 0.00 | 44.04K |
NVIDIA CORPORATIONSOLE | COM | 77.32K | SH | $15.47M 6.49% | 0.00 | 0.00 | 77.32K |
APPLE INCSOLE | COM | 41.29K | SH | $11.95M 5.01% | 0.00 | 0.00 | 41.29K |
AMAZON COM INCSOLE | COM | 45.05K | SH | $10.74M 4.50% | 0.00 | 0.00 | 45.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.04K | SH | $10.53M 4.41% | 0.00 | 0.00 | 21.04K |
MICROSOFT CORPSOLE | COM | 27.59K | SH | $10.29M 4.32% | 0.00 | 0.00 | 27.59K |
UNITEDHEALTH GROUP INCSOLE | COM | 23.44K | SH | $9.74M 4.08% | 0.00 | 0.00 | 23.44K |
CISCO SYS INCSOLE | COM | 70.06K | SH | $8.23M 3.45% | 0.00 | 0.00 | 70.06K |
INTEL CORPSOLE | COM | 54.38K | SH | $7.59M 3.18% | 0.00 | 0.00 | 54.38K |
JOHNSON & JOHNSONSOLE | COM | 28.07K | SH | $7.13M 2.99% | 0.00 | 0.00 | 28.07K |
LOCKHEED MARTIN CORPSOLE | COM | 13.88K | SH | $7.07M 2.96% | 0.00 | 0.00 | 13.88K |
3M COSOLE | COM | 36.70K | SH | $5.94M 2.49% | 0.00 | 0.00 | 36.70K |
CATERPILLAR INCSOLE | COM | 5.38K | SH | $5.73M 2.40% | 0.00 | 0.00 | 5.38K |
BOEING COSOLE | COM | 25.45K | SH | $5.51M 2.31% | 0.00 | 0.00 | 25.45K |
VISA INCSOLE | COM CL A | 16.02K | SH | $5.50M 2.30% | 0.00 | 0.00 | 16.02K |
META PLATFORMS INCSOLE | CL A | 9.59K | SH | $5.40M 2.26% | 0.00 | 0.00 | 9.59K |
HOME DEPOT INCSOLE | COM | 15.05K | SH | $5.31M 2.23% | 0.00 | 0.00 | 15.05K |
WALMART INCSOLE | COM | 46.82K | SH | $5.30M 2.22% | 0.00 | 0.00 | 46.82K |
BANK OF AMER CORPSOLE | COM | 91.27K | SH | $5.20M 2.18% | 0.00 | 0.00 | 91.27K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.48K | SH | $4.94M 2.07% | 0.00 | 0.00 | 2.48K |
TEXAS INSTRS INCSOLE | COM | 15.51K | SH | $4.62M 1.94% | 0.00 | 0.00 | 15.51K |
CHUBB LIMITEDSOLE | COM | 13.24K | SH | $4.51M 1.89% | 0.00 | 0.00 | 13.24K |
SCHWAB CHARLES CORPSOLE | COM | 48.07K | SH | $4.44M 1.86% | 0.00 | 0.00 | 48.07K |
JPMORGAN CHASE & COSOLE | COM | 13.53K | SH | $4.43M 1.86% | 0.00 | 0.00 | 13.53K |
MERCK & CO INCSOLE | COM | 26.96K | SH | $3.46M 1.45% | 0.00 | 0.00 | 26.96K |