Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN TRUST INVESTMENT ADVISORS LLC | 08-14-2024 | 06-30-2024 | 84 | 205,887,424 |
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 | $13,851,133 | 34,049 | 0.01 | 0.01 | -1,016 | -2.90 | 06-30-2024 |
| APPLE INC | COM | 2 | $10,032,258 | 47,632 | 0.00 | 0.00 | -1,048 | -2.15 | 06-30-2024 |
| CONSTELLATION ENERGY CORP | COM | 3 | $8,250,723 | 41,198 | 0.00 | 0.00 | -3,885 | -8.62 | 06-30-2024 |
| MICROSOFT CORP | COM | 4 | $7,738,492 | 17,314 | 0.00 | 0.00 | -21 | -0.12 | 06-30-2024 |
