Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN TRUST INVESTMENT ADVISORS LLC | 02-14-2024 | 12-31-2023 | 86 | 192,445,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $12,437,091 | 34,871 | 0.01 | 0.01 | -1,178 | -3.27 | 12-31-2023 |
| APPLE INC | COM | 2 | $9,655,578 | 50,151 | 0.01 | 0.01 | -18,175 | -26.60 | 12-31-2023 |
| FLUOR CORP NEW | COM | 3 | $7,547,824 | 192,694 | 0.00 | 0.00 | -24,611 | -11.33 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $6,629,585 | 17,630 | 0.00 | 0.00 | 28 | 0.16 | 12-31-2023 |
