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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HOMES 4 RENT | CL A | 251 | $226,639 | 6,099 | 0.00 | 0.00 | 325 | 5.63 | 06-30-2024 |
| CATERPILLAR INC | COM | 252 | $226,281 | 0 | 0.00 | 0.00 | 0 | NaN | 06-30-2024 |
| NOVARTIS AG | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -491 | -17.38 | 06-30-2024 |
| GAMING & LEISURE PPTYS INC | COM | 254 | $220,082 | 4,868 | 0.00 | 0.00 | 260 | 5.64 | 06-30-2024 |
