Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 02-14-2024 | 12-31-2023 | 146 | 160,416,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 201 | $265,652 | 5,177 | 0.00 | 0.00 | -127 | -2.39 | 12-31-2023 |
| ALTRIA GROUP INC | COM | 202 | $264,643 | 6,503 | 0.00 | 0.00 | 50 | 0.77 | 12-31-2023 |
| CINCINNATI FINL CORP | COM | 203 | $262,609 | 2,520 | 0.00 | 0.00 | -238 | -8.63 | 12-31-2023 |
| RTX CORPORATION | COM | 204 | $258,118 | 3,068 | 0.00 | 0.00 | -212 | -6.46 | 12-31-2023 |
