Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BCM ADVISORS LLC | 01-31-2024 | 12-31-2023 | 66 | 380,610,012 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UGI Corp | Equities | 101 | $724,096 | 32,225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Centerpoint Energy | Equities | 102 | $699,250 | 25,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MKSI | Equities | 103 | $540,262 | 4,903 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Vanguard Utilities | Equities | 104 | $498,542 | 3,749 | 0.00 | 0.00 | -480 | -11.35 | 12-31-2023 |
