Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN CAPITAL GROUP LLC | 04-15-2024 | 03-31-2024 | 213 | 710,471,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 101 | $1,669,700 | 4,557 | 0.00 | 0.00 | 148 | 3.36 | 03-31-2024 |
| UNION PAC CORP | COM | 102 | $1,601,848 | 6,513 | 0.00 | 0.00 | 527 | 8.80 | 03-31-2024 |
| NIKE INC | CL B | 103 | $1,591,856 | 16,938 | 0.00 | 0.00 | 4,237 | 33.36 | 03-31-2024 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 104 | $1,567,602 | 7,652 | 0.00 | 0.00 | 490 | 6.84 | 03-31-2024 |
