Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 08-13-2024 | 06-30-2024 | 153 | 191,174,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 251 | $220,423 | 1,459 | 0.00 | 0.00 | -225 | -13.36 | 06-30-2024 |
| EATON CORP PLC | SHS | 252 | $216,962 | 692 | 0.00 | 0.00 | 16 | 2.37 | 06-30-2024 |
| MARATHON PETE CORP | COM | Liquidated | $0 | 0 | 0.00 | 1,076 | +Inf | 06-30-2024 | |
| BRISTOL-MYERS SQUIBB CO | COM | 254 | $215,246 | 5,183 | 0.00 | 0.00 | 3 | 0.06 | 06-30-2024 |
