Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 07-24-2024 | 06-30-2024 | 893 | 448,483,232 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAINGER W W INC COM | Stock | 451 | $103,157 | 114 | 0.00 | 114 | +Inf | 06-30-2024 | |
| ILLINOIS TOOL WKS INC COM | Stock | 452 | $101,996 | 430 | 0.00 | 430 | +Inf | 06-30-2024 | |
| PARKER-HANNIFIN CORP COM | Stock | 453 | $101,903 | 201 | 0.00 | 201 | +Inf | 06-30-2024 | |
| EDWARDS LIFESCIENCES CORP COM | Stock | 454 | $101,884 | 1,103 | 0.00 | 1,103 | +Inf | 06-30-2024 |
