Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 05-06-2024 | 03-31-2024 | 184 | 2,142,855,489 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $174,339,206 | 414,383 | 0.01 | 0.01 | -8,323 | -1.97 | 03-31-2024 |
| iSHARES RUSSELL 1000 GROWTH | ETF | 2 | $145,396,690 | 431,380 | 0.01 | 0.01 | -3,883 | -0.89 | 03-31-2024 |
| QUALCOMM INC. | COM | 3 | $127,378,418 | 752,383 | 0.01 | 0.01 | -22,101 | -2.85 | 03-31-2024 |
| ALPHABET C | COM | 4 | $99,518,506 | 653,609 | 0.00 | 0.00 | -3,470 | -0.53 | 03-31-2024 |
