JACKSONVILLE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
36.1%
Top 10 weight
67.8%
Voting Authority Distribution
Total shares with voting rights: 8.45M
Full voting authority
8.45M
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 |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 510K | SH | $172.30M 15.21% | 510K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 340.68K | SH | $146.59M 12.94% | 340.68K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 125.00 | SH | $89.77M 7.92% | 125.00 | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 891.37K | SH | $81.80M 7.22% | 891.37K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 812.30K | SH | $70.42M 6.22% | 812.30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 139.06K | SH | $66.64M 5.88% | 139.06K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 341.24K | SH | $45.04M 3.98% | 341.24K | 0.00 | 0.00 |
INTUITSOLE | COM | 78.20K | SH | $33.81M 2.98% | 78.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 151.83K | SH | $31.62M 2.79% | 151.83K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 113.55K | SH | $30.30M 2.67% | 113.55K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 243.08K | SH | $30.21M 2.67% | 243.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 156.94K | SH | $27.37M 2.42% | 156.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 95.11K | SH | $27.35M 2.41% | 95.11K | 0.00 | 0.00 |
SOUTHWEST AIRLS COSOLE | COM | 639.71K | SH | $24.03M 2.12% | 639.71K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 122.44K | SH | $19.55M 1.73% | 122.44K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 150K | SH | $19.16M 1.69% | 150K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 75K | SH | $18.60M 1.64% | 75K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 200K | SH | $18.42M 1.63% | 200K | 0.00 | 0.00 |
DELTA AIR LINES INCSOLE | COM NEW | 230K | SH | $15.29M 1.35% | 230K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 100K | SH | $15.25M 1.35% | 100K | 0.00 | 0.00 |
RYMAN HOSPITALITY PPTYS INCSOLE | COM | 159.24K | SH | $14.69M 1.30% | 159.24K | 0.00 | 0.00 |
AST SPACEMOBILE INCSOLE | COM CL A | 165K | SH | $13.67M 1.21% | 165K | 0.00 | 0.00 |
LAMAR ADVERTISING COSOLE | CL A | 101.70K | SH | $12.88M 1.14% | 101.70K | 0.00 | 0.00 |
CROCS INCSOLE | COM | 150K | SH | $12.45M 1.10% | 150K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 206.14K | SH | $11.87M 1.05% | 206.14K | 0.00 | 0.00 |