BAKERSFIELD, CA
Allocation by class
Portfolio Concentration
Top 3 weight
21.3%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 3.86M
Full voting authority
3.86M
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 |
|---|---|---|---|---|---|---|---|
RELIANCE INCSOLE | COM | 78.35K | SH | $25.51M 11.60% | 78.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.67K | SH | $12.34M 5.62% | 45.67K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 60.71K | SH | $8.89M 4.04% | 60.71K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 44.36K | SH | $8.16M 3.71% | 44.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35.18K | SH | $7.10M 3.23% | 35.18K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 75.67K | SH | $6.16M 2.80% | 75.67K | 0.00 | 0.00 |
GENELUX CORPORATIONSOLE | COM | 2.12M | SH | $5.91M 2.69% | 2.12M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 19.66K | SH | $4.93M 2.24% | 19.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.83K | SH | $4.73M 2.15% | 13.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.76K | SH | $4.13M 1.88% | 9.76K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 15.57K | SH | $3.65M 1.66% | 15.57K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.01K | SH | $3.45M 1.57% | 5.01K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.18K | SH | $3.32M 1.51% | 4.18K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 10.44K | SH | $3.24M 1.47% | 10.44K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.30K | SH | $2.97M 1.35% | 7.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.47K | SH | $2.87M 1.31% | 8.47K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 20.72K | SH | $2.64M 1.20% | 20.72K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 8.41K | SH | $2.25M 1.02% | 8.41K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 6.19K | SH | $2.20M 1.00% | 6.19K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 40.31K | SH | $2.17M 0.99% | 40.31K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 25.20K | SH | $2.17M 0.99% | 25.20K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 40.21K | SH | $1.87M 0.85% | 40.21K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.35K | SH | $1.86M 0.85% | 7.35K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 8.93K | SH | $1.86M 0.85% | 8.93K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 1.88K | SH | $1.86M 0.85% | 1.88K | 0.00 | 0.00 |