Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MANCHESTER FINANCIAL INC | 04-16-2024 | 03-31-2024 | 98 | 383,443,353 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARKEL GROUP INC | COM | 101 | $351,462 | 231 | 0.00 | 0.00 | -16 | -6.48 | 03-31-2024 |
| CISCO SYS INC | COM | 102 | $348,660 | 6,986 | 0.00 | 0.00 | -27 | -0.38 | 03-31-2024 |
| PIONEER NAT RES CO | COM | 103 | $333,638 | 1,271 | 0.00 | 0.00 | 18 | 1.44 | 03-31-2024 |
| SIMON PPTY GROUP INC NEW | COM | 104 | $323,320 | 2,066 | 0.00 | 0.00 | -2 | -0.10 | 03-31-2024 |
