Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALBION FINANCIAL GROUP /UT 07-10-2024 06-30-2024 512 1,327,427,742
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HANNON ARMSTRONG SUST INFR C COM 751 $1,332 45 0.00 0.00 0 0.00 06-30-2024
LITTELFUSE INC COM 752 $1,278 5 0.00 0.00 0 0.00 06-30-2024
COMFORT SYS USA INC COM 753 $1,217 4 0.00 0.00 0 0.00 06-30-2024
BROOKFIELD RENEWABLE CORP CL A SUB VTG 754 $1,164 41 0.00 0.00 0 0.00 06-30-2024
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