RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
24.1%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 1.97M
Full voting authority
1.97M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc DELSOLE | CL B NEW | 46.84K | SH | $21.23M 9.17% | 46.84K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 69.52K | SH | $17.41M 7.52% | 69.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40.68K | SH | $17.15M 7.40% | 40.68K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 21.17K | SH | $10.29M 4.44% | 21.17K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 41.80K | SH | $9.59M 4.14% | 41.80K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 49.88K | SH | $9.08M 3.92% | 49.88K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 50.35K | SH | $8.44M 3.64% | 50.35K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 37.37K | SH | $8.20M 3.54% | 37.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 43.13K | SH | $8.17M 3.53% | 43.13K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 49.65K | SH | $7.55M 3.26% | 49.65K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 280.61K | SH | $5.99M 2.59% | 280.61K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 39.87K | SH | $5.77M 2.49% | 39.87K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 25.17K | SH | $5.74M 2.48% | 25.17K | 0.00 | 0.00 |
ESSENTIAL UTILITIES INCSOLE | COM | 156.79K | SH | $5.69M 2.46% | 156.79K | 0.00 | 0.00 |
ISHARES GOLD TRUSTSOLE | ISHARES | 114.46K | SH | $5.67M 2.45% | 114.46K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 61.44K | SH | $4.80M 2.07% | 61.44K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 13.61K | SH | $4.63M 2.00% | 13.61K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 9.11K | SH | $4.54M 1.96% | 9.11K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 19.56K | SH | $4.54M 1.96% | 19.56K | 0.00 | 0.00 |
FERGUSON PLC NEWSOLE | SHS | 25.91K | SH | $4.50M 1.94% | 25.91K | 0.00 | 0.00 |
DOMINION ENERGY INCSOLE | COM | 82.27K | SH | $4.43M 1.91% | 82.27K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS Class A | 12.10K | SH | $4.26M 1.84% | 12.10K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 16.86K | SH | $4.04M 1.75% | 16.86K | 0.00 | 0.00 |
CF INDS HLDGS INCSOLE | COM | 42.97K | SH | $3.67M 1.58% | 42.97K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 11.05K | SH | $3.49M 1.51% | 11.05K | 0.00 | 0.00 |