Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BAKER CHAD R 10-17-2023 09-30-2023 53 396,130,689
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC Common Stock 1 $45,505,735 265,789 0.01 0.01 -20 -0.01 09-30-2023
MASTERCARD INCORPORATED Common Stock 2 $18,091,107 45,695 0.00 0.00 115 0.25 09-30-2023
ALPHABET INC Common Stock 3 $17,596,744 134,470 0.00 0.00 0 0.00 09-30-2023
MICROSOFT CORP Common Stock 4 $16,881,574 53,465 0.00 0.00 0 0.00 09-30-2023
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