Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES LLC | 07-17-2024 | 06-30-2024 | 258 | 617,086,979 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP COM | COM | 351 | $851,012 | 6,027 | 0.00 | 0.00 | 736 | 13.91 | 06-30-2024 |
| UNITED PARCEL SERVICE INC CL B | CL B | 352 | $834,996 | 6,102 | 0.00 | 0.00 | 101 | 1.68 | 06-30-2024 |
| BILL HOLDINGS INC COM | COM | 353 | $816,399 | 15,515 | 0.00 | 0.00 | 3,000 | 23.97 | 06-30-2024 |
| DUKE ENERGY CORP NEW COM NEW | COM NEW | 354 | $811,803 | 8,099 | 0.00 | 0.00 | -52 | -0.64 | 06-30-2024 |
