Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEVIS INVESTMENT MANAGEMENT | 07-23-2024 | 06-30-2024 | 88 | 124,495,791 |
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 | $7,162,121 | 17,606 | 0.01 | 0.01 | 430 | 2.50 | 06-30-2024 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 2 | $6,898,014 | 68,925 | 0.01 | 0.00 | 14,981 | 27.77 | 06-30-2024 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | 3 | $5,488,204 | 75,315 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| APPLE INC | COM | 4 | $5,159,403 | 24,496 | 0.00 | 0.00 | 103 | 0.42 | 06-30-2024 |
