Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRUDENT MAN ADVISORS LLC | 08-13-2024 | 06-30-2024 | 173 | 282,856,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORTHROP GRUMMAN CORP | COM | 151 | $471,698 | 1,082 | 0.00 | 0.00 | 29 | 2.75 | 06-30-2024 |
| SYSCO CORP | COM | 152 | $469,746 | 6,580 | 0.00 | 0.00 | 219 | 3.44 | 06-30-2024 |
| WELLTOWER INC | COM | 153 | $469,438 | 4,503 | 0.00 | 0.00 | 240 | 5.63 | 06-30-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 154 | $457,038 | 11,005 | 0.00 | 0.00 | 420 | 3.97 | 06-30-2024 |
