Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLIED INVESTMENT ADVISORS LLC | 04-11-2024 | 03-31-2024 | 70 | 414,157,720 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | HEALTH CAR ETF | 1 | $35,510,349 | 131,267 | 0.01 | 0.01 | 6,671 | 5.35 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $25,885,854 | 61,528 | 0.01 | 0.01 | -294 | -0.48 | 03-31-2024 |
| VANGUARD WORLD FD | UTILITIES ETF | 3 | $18,094,400 | 126,907 | 0.00 | 0.00 | 22,589 | 21.65 | 03-31-2024 |
| CATERPILLAR INC | COM | 4 | $15,943,736 | 43,511 | 0.00 | 0.00 | -244 | -0.56 | 03-31-2024 |
