Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORENO EVELYN V | 02-09-2024 | 12-31-2023 | 140 | 211,873,591 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| W W Grainger Inc | Com | 101 | $1,698,815 | 2,050 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Utilities Select Sector SPDR ETF | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -26,849 | -48.90 | 12-31-2023 |
| Berkshire Hathaway Inc Cl A | Com | 103 | $1,627,875 | 3 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Exxon Mobil Corp | Com | 104 | $1,611,178 | 16,115 | 0.00 | 0.00 | -33,368 | -67.43 | 12-31-2023 |
