Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EASTOVER INVESTMENT ADVISORS LLC | 01-18-2024 | 12-31-2023 | 44 | 189,153,027 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $11,384,235 | 30,274 | 0.01 | 0.01 | -12 | -0.04 | 12-31-2023 |
| APPLE INC | COM | 2 | $11,115,143 | 57,732 | 0.01 | 0.01 | -77 | -0.13 | 12-31-2023 |
| JABIL INC | COM | 3 | $10,367,557 | 81,378 | 0.01 | 0.00 | 199 | 0.25 | 12-31-2023 |
| BROADCOM INC | COM | 4 | $9,998,251 | 8,957 | 0.01 | 0.00 | 92 | 1.04 | 12-31-2023 |
