Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STEWARD FINANCIAL GROUP LLC 05-05-2023 03-31-2023 917 300,092,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
QUANTA SVCS INC COM 451 $8,000 51 0.00 51 +Inf 03-31-2023
KINSALE CAP GROUP INC COM 452 $8,000 27 0.00 0.00 15 125.00 03-31-2023
JUNIPER NETWORKS INC COM 453 $8,000 240 0.00 0.00 155 182.35 03-31-2023
EMCOR GROUP INC COM 454 $8,000 54 0.00 0.00 35 184.21 03-31-2023
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