Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 05-13-2024 | 03-31-2024 | 154 | 185,064,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | 101 | $776,858 | 3,159 | 0.00 | 0.00 | 73 | 2.37 | 03-31-2024 |
| VANECK ETF TRUST | BDC INCOME ETF | 102 | $771,607 | 45,657 | 0.00 | 0.00 | 493 | 1.09 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | 103 | $750,477 | 8,121 | 0.00 | 0.00 | -194 | -2.33 | 03-31-2024 |
| SELECT SECTOR SPDR TR | ENERGY | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,313 | 149.79 | 12-31-2023 |
