Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STILES FINANCIAL SERVICES INC 08-01-2024 06-30-2024 183 259,990,422
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CONOCOPHILLIPS COM 101 $613,839 5,366 0.00 0.00 26 0.49 06-30-2024
DEERE & CO COM 102 $611,023 1,634 0.00 0.00 2 0.12 06-30-2024
HENRY JACK & ASSOC INC COM 103 $583,802 3,516 0.00 0.00 -174 -4.72 06-30-2024
AUTOZONE INC COM 104 $545,396 184 0.00 0.00 -15 -7.54 06-30-2024
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