Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HENDERSHOT INVESTMENTS INC | 04-20-2024 | 03-31-2024 | 131 | 699,373,290 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLTOWER INC | COM | 101 | $536,542 | 5,742 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 102 | $535,219 | 11,176 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MANULIFE FINL CORP | COM | 103 | $522,541 | 20,910 | 0.00 | 0.00 | -4,782 | -18.61 | 03-31-2024 |
| AMAZON COM INC | COM | 104 | $520,396 | 2,885 | 0.00 | 0.00 | 267 | 10.20 | 03-31-2024 |
