WEST HARTFORD, CT
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 10.34M
Full voting authority
10.34M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 330.56K | SH | $95.65M 6.13% | 330.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 143.74K | SH | $51.37M 3.29% | 143.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 127.92K | SH | $47.72M 3.06% | 127.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 604.40K | SH | $46.61M 2.98% | 604.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 187.75K | SH | $44.75M 2.87% | 187.75K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 219.22K | SH | $43.86M 2.81% | 219.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 122.76K | SH | $43.37M 2.78% | 122.76K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 96.66K | SH | $41.89M 2.68% | 96.66K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 42.11K | SH | $39.39M 2.52% | 42.11K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 59.80K | SH | $29.92M 1.92% | 59.80K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 82.60K | SH | $28.34M 1.82% | 82.60K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 141.37K | SH | $24.93M 1.60% | 141.37K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 48.99K | SH | $24.56M 1.57% | 48.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 30.86K | SH | $23.11M 1.48% | 30.86K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 47.78K | SH | $22.82M 1.46% | 47.78K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 19.42K | SH | $22.00M 1.41% | 19.42K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 29.24K | SH | $21.83M 1.40% | 29.24K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 411.75K | SH | $20.82M 1.33% | 411.75K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 136.35K | SH | $20.22M 1.30% | 136.35K | 0.00 | 0.00 |
ISHARES TRSOLE | US SML CAP EQT | 222.22K | SH | $19.81M 1.27% | 222.22K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 70.15K | SH | $19.55M 1.25% | 70.15K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 55.81K | SH | $18.27M 1.17% | 55.81K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 91.50K | SH | $17.43M 1.12% | 91.50K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 50.22K | SH | $17.13M 1.10% | 50.22K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 40.62K | SH | $16.63M 1.07% | 40.62K | 0.00 | 0.00 |