Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE NORTH ADVISORS LLC | 04-12-2024 | 03-31-2024 | 196 | 362,269,809 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 251 | $314,144 | 1,114 | 0.00 | 0.00 | 124 | 12.53 | 03-31-2024 |
| PUBLIC STORAGE | COM | 252 | $307,754 | 1,061 | 0.00 | 0.00 | 135 | 14.58 | 03-31-2024 |
| YUM BRANDS INC | COM | 253 | $302,950 | 2,185 | 0.00 | 0.00 | -3 | -0.14 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 254 | $302,616 | 1,453 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
