Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARATHON CAPITAL MANAGEMENT | 08-14-2023 | 06-30-2023 | 156 | 412,818,383 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HP INC | COM | 201 | $258,732 | 8,425 | 0.00 | 8,425 | +Inf | 06-30-2023 | |
| LOCKHEED MARTIN CORP | COM | 202 | $251,828 | 547 | 0.00 | 0.00 | -14 | -2.50 | 06-30-2023 |
| NEXTERA ENERGY INC | COM | 203 | $248,570 | 3,350 | 0.00 | 0.00 | -250 | -6.94 | 06-30-2023 |
| MARATHON PETE CORP | COM | 204 | $244,860 | 2,100 | 0.00 | 0.00 | -13,650 | -86.67 | 06-30-2023 |
