Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEVIS INVESTMENT MANAGEMENT | 04-16-2024 | 03-31-2024 | 89 | 117,611,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $7,222,852 | 17,176 | 0.01 | 0.01 | -17 | -0.10 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 2 | $5,442,410 | 53,944 | 0.00 | 0.00 | 7,987 | 17.38 | 03-31-2024 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | 3 | $5,268,284 | 75,315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVITATION HOMES INC | COM | 4 | $4,480,415 | 125,819 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
