AMHERST, MA
Allocation by class
Portfolio Concentration
Top 3 weight
26.9%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 148.50K | SH | $42.97M 9.99% | 0.00 | 0.00 | 148.50K |
NVIDIA CORPORATIONSOLE | COM | 205.10K | SH | $41.04M 9.54% | 0.00 | 0.00 | 205.10K |
ALPHABET INCSOLE | CAP STK CL A | 89.36K | SH | $31.93M 7.42% | 0.00 | 0.00 | 89.36K |
MOOG INCSOLE | CL B | 60.11K | SH | $25.68M 5.97% | 0.00 | 0.00 | 60.11K |
AMAZON COM INCSOLE | COM | 95.22K | SH | $22.69M 5.27% | 0.00 | 0.00 | 95.22K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 30.32K | SH | $22.64M 5.26% | 0.00 | 0.00 | 30.32K |
MICROSOFT CORPSOLE | COM | 55.03K | SH | $20.53M 4.77% | 0.00 | 0.00 | 55.03K |
BROADCOM INCSOLE | COM | 31.93K | SH | $12.06M 2.80% | 0.00 | 0.00 | 31.93K |
JPMORGAN CHASE & COSOLE | COM | 33.95K | SH | $11.11M 2.58% | 0.00 | 0.00 | 33.95K |
ELI LILLY & COSOLE | COM | 8.70K | SH | $10.44M 2.43% | 0.00 | 0.00 | 8.70K |
PROCTER & GAMBLE COSOLE | COM | 68.94K | SH | $10.11M 2.35% | 0.00 | 0.00 | 68.94K |
MICRON TECHNOLOGY INCSOLE | COM | 8.60K | SH | $9.92M 2.31% | 0.00 | 0.00 | 8.60K |
WALMART INCSOLE | COM | 76.83K | SH | $8.70M 2.02% | 0.00 | 0.00 | 76.83K |
JOHNSON & JOHNSONSOLE | COM | 33.42K | SH | $8.49M 1.97% | 0.00 | 0.00 | 33.42K |
ABBVIE INCSOLE | COM | 30.43K | SH | $7.66M 1.78% | 0.00 | 0.00 | 30.43K |
VISA INCSOLE | COM CL A | 22.04K | SH | $7.56M 1.76% | 0.00 | 0.00 | 22.04K |
META PLATFORMS INCSOLE | CL A | 12.65K | SH | $7.12M 1.66% | 0.00 | 0.00 | 12.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.18K | SH | $6.87M 1.60% | 0.00 | 0.00 | 9.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.99K | SH | $6.50M 1.51% | 0.00 | 0.00 | 12.99K |
CISCO SYS INCSOLE | COM | 54.27K | SH | $6.38M 1.48% | 0.00 | 0.00 | 54.27K |
ORACLE CORPSOLE | COM | 43.01K | SH | $6.30M 1.47% | 0.00 | 0.00 | 43.01K |
EXXON MOBIL CORPSOLE | COM | 42.21K | SH | $5.77M 1.34% | 0.00 | 0.00 | 42.21K |
TESLA INCSOLE | COM | 12.30K | SH | $5.17M 1.20% | 0.00 | 0.00 | 12.30K |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.90K | SH | $5.17M 1.20% | 0.00 | 0.00 | 8.90K |
HOME DEPOT INCSOLE | COM | 14.51K | SH | $5.12M 1.19% | 0.00 | 0.00 | 14.51K |