Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 07-26-2024 | 06-30-2024 | 429 | 269,237,499 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 101 | $150,475 | 1,100 | 0.00 | 0.00 | -69 | -5.90 | 06-30-2024 |
| CATERPILLAR INC | COM | 102 | $149,895 | 450 | 0.00 | 0.00 | -42 | -8.54 | 06-30-2024 |
| UNILEVER PLC | SPON ADR NEW | 103 | $149,690 | 2,722 | 0.00 | 0.00 | 4 | 0.15 | 06-30-2024 |
| CONSOLIDATED EDISON INC | COM | 104 | $143,072 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
