Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DE BURLO GROUP INC | 11-13-2023 | 09-30-2023 | 81 | 575,589,967 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP NEW | COM | 101 | $2,203,630 | 13,400 | 0.00 | 0.00 | -534 | -3.83 | 09-30-2023 |
| GENERAL MLS INC | COM | 102 | $2,121,141 | 33,148 | 0.00 | 0.00 | -100 | -0.30 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 103 | $1,839,776 | 5,252 | 0.00 | 0.00 | 1,805 | 52.36 | 09-30-2023 |
| JOHNSON & JOHNSON | COM | 104 | $1,620,112 | 10,402 | 0.00 | 0.00 | -650 | -5.88 | 09-30-2023 |
