THOMASVILLE, GA
Allocation by class
Portfolio Concentration
Top 3 weight
17.9%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 30.02K | SH | $7.62M 6.31% | 0.00 | 0.00 | 30.02K |
NVIDIA CORPORATIONSOLE | COM | 41.73K | SH | $7.28M 6.03% | 0.00 | 0.00 | 41.73K |
UNITEDHEALTH GROUP INCSOLE | COM | 24.56K | SH | $6.65M 5.51% | 0.00 | 0.00 | 24.56K |
BROADCOM INCSOLE | COM | 15.41K | SH | $4.77M 3.95% | 0.00 | 0.00 | 15.41K |
MICROSOFT CORPSOLE | COM | 12.75K | SH | $4.72M 3.91% | 0.00 | 0.00 | 12.75K |
ALPHABET INCSOLE | CAP STK CL A | 16.18K | SH | $4.65M 3.86% | 0.00 | 0.00 | 16.18K |
AMAZON COM INCSOLE | COM | 19.30K | SH | $4.02M 3.33% | 0.00 | 0.00 | 19.30K |
JPMORGAN CHASE & COSOLE | COM | 13.14K | SH | $3.86M 3.20% | 0.00 | 0.00 | 13.14K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 27.41K | SH | $2.68M 2.22% | 0.00 | 0.00 | 27.41K |
CHEVRON CORPORATIONSOLE | COM | 12.13K | SH | $2.51M 2.08% | 0.00 | 0.00 | 12.13K |
MASTERCARD INCORPORATEDSOLE | CL A | 4.45K | SH | $2.22M 1.84% | 0.00 | 0.00 | 4.45K |
TRUIST FINL CORPSOLE | COM | 42.98K | SH | $1.98M 1.64% | 0.00 | 0.00 | 42.98K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 33.30K | SH | $1.88M 1.56% | 0.00 | 0.00 | 33.30K |
META PLATFORMS INCSOLE | CL A | 3.16K | SH | $1.81M 1.50% | 0.00 | 0.00 | 3.16K |
FLOWERS FOODS INCSOLE | COM | 217.64K | SH | $1.77M 1.47% | 0.00 | 0.00 | 217.64K |
TESLA INCSOLE | COM | 4.71K | SH | $1.75M 1.45% | 0.00 | 0.00 | 4.71K |
JOHNSON & JOHNSONSOLE | COM | 7.11K | SH | $1.74M 1.44% | 0.00 | 0.00 | 7.11K |
HOME DEPOT INCSOLE | COM | 5.22K | SH | $1.72M 1.42% | 0.00 | 0.00 | 5.22K |
CUMMINS INCSOLE | COM | 2.99K | SH | $1.61M 1.34% | 0.00 | 0.00 | 2.99K |
GE AEROSPACESOLE | COM NEW | 5.48K | SH | $1.56M 1.29% | 0.00 | 0.00 | 5.48K |
MORGAN STANLEYSOLE | COM NEW | 9.31K | SH | $1.53M 1.27% | 0.00 | 0.00 | 9.31K |
SALESFORCE INCSOLE | COM | 7.68K | SH | $1.43M 1.19% | 0.00 | 0.00 | 7.68K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.33K | SH | $1.32M 1.10% | 0.00 | 0.00 | 1.33K |
PUBLIC SVC ENTERPRISE GROUPSOLE | COM | 16.30K | SH | $1.32M 1.09% | 0.00 | 0.00 | 16.30K |
PRINCIPAL FINANCIAL GROUP INSOLE | COM | 14.45K | SH | $1.30M 1.08% | 0.00 | 0.00 | 14.45K |