Style
YieldTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Hershey Company Class B | 54,612,012 | $9.6B | 97.61% |
| 2 | Hershey Co(HSY) | 1,336,119 | $234.4M | 2.39% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Defensive | 3.44% | 2.39% | -1.05% |
| Unclassified | 96.56% | 97.61% | +1.05% |
| Technology | 0% | 0% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 96.56% | 97.61% | +1.05% |
| Large Cap | 3.44% | 2.39% | -1.05% |
Quarter-over-quarter position changes