Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PFLUG KOORY LLC 04-11-2024 03-31-2024 404 203,265,922
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL A 1 $12,054,360 1,900 0.01 0.01 0 0.00 03-31-2024
APPLE INC COM 2 $11,041,263 64,388 0.01 0.01 -407 -0.63 03-31-2024
VULCAN MATLS CO COM 3 $10,564,187 38,708 0.01 0.00 0 0.00 03-31-2024
BERKSHIRE HATHAWAY INC DEL CL B NEW 4 $7,425,542 17,658 0.00 0.00 -111 -0.62 03-31-2024
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