Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HIXON ZUERCHER LLC | 04-30-2024 | 03-31-2024 | 61 | 236,487,277 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $9,197,175 | 45,917 | 0.00 | 0.00 | 443 | 0.97 | 03-31-2024 |
| CATERPILLAR INC | COM | 2 | $9,160,470 | 24,999 | 0.00 | 0.00 | -148 | -0.59 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $8,821,459 | 20,968 | 0.00 | 0.00 | -2,649 | -11.22 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 4 | $8,497,595 | 17,646 | 0.00 | 0.00 | 381 | 2.21 | 03-31-2024 |
