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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC2026 | 151 | $473,673 | 19,860 | 0.00 | 0.00 | 2,047 | 11.49 | 03-31-2024 |
| COCA COLA CO | COM | 152 | $471,196 | 7,645 | 0.00 | 0.00 | 61 | 0.80 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 153 | $467,685 | 2,054 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCDONALDS CORP | COM | 154 | $462,834 | 1,642 | 0.00 | 0.00 | 2 | 0.12 | 03-31-2024 |
