Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 07-24-2024 | 06-30-2024 | 293 | 385,356,633 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BALL CORP | COM | 301 | $231,077 | 3,850 | 0.00 | 0.00 | 869 | 29.15 | 06-30-2024 |
| NUCOR CORP | COM | 302 | $228,900 | 1,448 | 0.00 | 0.00 | 119 | 8.95 | 06-30-2024 |
| MICROCHIP TECHNOLOGY INC. | COM | 303 | $227,012 | 2,481 | 0.00 | 2,481 | +Inf | 06-30-2024 | |
| BECTON DICKINSON & CO | COM | 304 | $225,296 | 964 | 0.00 | 964 | +Inf | 06-30-2024 |
