Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALPHA FAMILY TRUST | 08-06-2024 | 06-30-2024 | 150 | 170,642,389 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC. | CLASS B | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HONEYWELL INTL INC | CMN | 52 | $1,159,522 | 5,430 | 0.00 | 0.00 | 1,270 | 30.53 | 06-30-2024 |
| LINDE PLC | CMN | 53 | $1,154,070 | 2,630 | 0.00 | 0.00 | 1,470 | 126.72 | 06-30-2024 |
| JOHNSON & JOHNSON | CMN | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,650 | 31.67 | 06-30-2024 |
