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 |
|---|---|---|---|---|---|---|---|---|---|
| CORNING INC | COM | 51 | $540,642 | 13,916 | 0.00 | 0.00 | -742 | -5.06 | 06-30-2024 |
| NIKE INC | CL B | 52 | $540,528 | 7,172 | 0.00 | 0.00 | -1,264 | -14.98 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 53 | $536,268 | 5,318 | 0.00 | 5,318 | +Inf | 06-30-2024 | |
| GILEAD SCIENCES INC | COM | 54 | $520,526 | 7,587 | 0.00 | 0.00 | 6,708 | 763.14 | 06-30-2024 |
