Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 02-12-2024 | 12-31-2023 | 181 | 2,009,532,871 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $158,954,195 | 422,706 | 0.01 | 0.01 | -8,770 | -2.03 | 12-31-2023 |
| iSHARES RUSSELL 1000 GROWTH | ETF | 2 | $131,958,579 | 435,263 | 0.01 | 0.01 | 153 | 0.04 | 12-31-2023 |
| QUALCOMM INC. | COM | 3 | $112,013,693 | 774,484 | 0.01 | 0.00 | 3,072 | 0.40 | 12-31-2023 |
| ALPHABET C | COM | 4 | $92,602,143 | 657,079 | 0.00 | 0.00 | -2,860 | -0.43 | 12-31-2023 |
