Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KAMPMANN MELISSA S | 05-15-2024 | 03-31-2024 | 68 | 139,079,409 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LILLY ELI & CO COM | Common Stock | 1 | $8,460,315 | 10,875 | 0.01 | 0.01 | -287 | -2.57 | 03-31-2024 |
| MICROSOFT CORP COM | Common Stock | 2 | $6,758,867 | 16,065 | 0.00 | 0.00 | 1,477 | 10.12 | 03-31-2024 |
| UBER TECHNOLOGIES INC | Common Stock | 3 | $6,256,208 | 81,260 | 0.00 | 0.00 | 6,015 | 7.99 | 03-31-2024 |
| DEXCOM INC | Common Stock | 4 | $5,783,513 | 41,698 | 0.00 | 0.00 | 3,533 | 9.26 | 03-31-2024 |
