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This fund aims to increase the value of its investors' capital over an extended timeframe.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC CL B COMMON STOCK USD.0033 | 9.81% | $1.35M |
| V.BA | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | 6.82% | $938.42K |
| MA.BA | MASTERCARD INC A COMMON STOCK USD.0001 | 5.66% | $778.97K |
| BAC | BANK OF AMERICA CORP COMMON STOCK USD.01 | 5.33% | $733.28K |
| JPM.NE | JPMORGAN CHASE + CO COMMON STOCK USD1.0 | 5.04% | $693.97K |
| GS.NE | GOLDMAN SACHS GROUP INC COMMON STOCK USD.01 | 4.16% | $573.02K |
| WFC | WELLS FARGO + CO COMMON STOCK USD1.666 | 3.96% | $544.84K |
| C | CITIGROUP INC COMMON STOCK USD.01 | 3.70% | $509.77K |
| SCHW | SCHWAB (CHARLES) CORP COMMON STOCK USD.01 | 3.46% | $475.75K |
| MS | MORGAN STANLEY COMMON STOCK USD.01 | 3.10% | $427.24K |
| COF | CAPITAL ONE FINANCIAL CORP COMMON STOCK USD.01 | 3.03% | $416.77K |
| CB | CHUBB LTD COMMON STOCK | 2.62% | $360.22K |
| MRSH | MARSH + MCLENNAN COS COMMON STOCK USD1.0 | 1.99% | $273.49K |
| BLK.NE | BLACKROCK INC COMMON STOCK USD.01 | 1.78% | $245.04K |
| ALL.L | ALLSTATE CORP COMMON STOCK USD.01 | 1.77% | $243.68K |
| USB | US BANCORP COMMON STOCK USD.01 | 1.77% | $243.21K |
| SPGI | S+P GLOBAL INC COMMON STOCK USD1.0 | 1.49% | $205.30K |
| AXP.BA | AMERICAN EXPRESS CO COMMON STOCK USD.2 | 1.34% | $185.16K |
| AIG | AMERICAN INTERNATIONAL GROUP COMMON STOCK USD2.5 | 1.25% | $171.47K |
| MET | METLIFE INC COMMON STOCK USD.01 | 1.19% | $163.48K |
| KKR | KKR + CO INC COMMON STOCK USD.01 | 1.16% | $159.44K |
| HBAN | HUNTINGTON BANCSHARES INC COMMON STOCK USD.01 | 1.10% | $151.70K |
| ICE | INTERCONTINENTAL EXCHANGE IN COMMON STOCK USD.01 | 1.08% | $148.88K |
| PGR | PROGRESSIVE CORP COMMON STOCK USD1.0 | 1.06% | $145.60K |
| WAL | WESTERN ALLIANCE BANCORP COMMON STOCK USD.0001 | 1.05% | $143.92K |