Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SECURITY ASSET MANAGEMENT 05-12-2023 03-31-2023 76 170,929,770
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $18,571,769 112,624 0.01 9.50 -1,921 -1.68 03-31-2023
JPMORGAN CHASE & CO COM 2 $7,289,057 55,936 0.00 3.73 -3,500 -5.89 03-31-2023
DANAHER CORPORATION COM 3 $6,853,913 27,194 0.00 5.01 -5,160 -15.95 03-31-2023
MICROSOFT CORP COM 4 $5,946,642 20,627 0.00 3.18 -2,136 -9.38 03-31-2023
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